PHILANTHROPY:
What good would come from all this work, if we didn't give back?
Groce, Rose & Moore quite simply believes in helping others. Our partners and staff support the following causes/non-profits and ask you to find your passion in giving, then follow your heart.
Jaime Fonseca
Senior Executive Advisor
Jaime’s professional experience includes diverse roles as Consultant of Business Development and Sales, such as the metal industry, environmental industry, entertainment industry and education . He has 25+ years’ experience in leadership roles within business management; His experience has led him to work with companies across various markets such as Latin America, North America and Southeast Asia. He is fluent in Spanish, English and French
Ed Daniels
Strategic Alliance Advisor
Ed works with organizations to enhance technology and improve organizational effectiveness. His skills and experience include management, consulting, IT and project management. Ed has been a Co-founder, COO, CEO, President, VP and held other top management positions. He is an author and has been a Fire Chief, Deputy Chief, Captain, Lieutenant and Firefighter. Ed is also a Black Belt in martial arts and has an M.S. in Industrial Engineering and a B.A. in Psychology.
John Wilber
Senior Executive Advisor
John is a seasoned leader with 35+ years as an intelligence analyst, program manager, programming/ budget execution, and a strategic advisor. He was an Agency Regional Director with additional experience in real estate, wireless telecommunications, and consulting. John has an advanced degree in Information & Telecommunications Systems for Business from The Johns Hopkins University.
Pamela Clark
Director
Pamela’s professional experience includes executive roles as Director of Business Development, VP of Financial Affairs, and Buyside M&A Intermediary. She has 20+ years’ experience in leadership roles within business management, M&A, and the financial services industry.
Bob Cumming
Director
Bob's work experience includes multiple leadership roles at City Investing, NYSE and as President of Calfont Corp & Shoplin Industries which were multiple-national private equity holding companies. Each of the organizations grew substantially through M&A.
Dennis B. Groce
Senior Partner
Dennis was founder and Managing Director of Groce Capital Management, LLC. His past professional licenses included Series 6, 7, 63 and 65 as a Registered Investment Advisor. He is a member of numerous civic organizations.
Harry Walls
Director
Harry is a Global Senior Executive with a background in Healthcare, TeleHealth, MobiHealth, Remote Patient Monitoring, IoT, Cloud Managed Services, Intelligent Communications, SaaS, Solutions, Wearable Technology, and Global M&A of industry companies.
Diane E. Estner
Senior Executive Advisor
Diane is passionate about driving business growth and fostering innovation. She brings over 30 years experience within global hospitality technology as a strategic advisor, entrepreneur, and board member. As a global go-to-market strategist, she has advised a diverse range of organizations, from startups to multinational corporations, empowering them to navigate complex markets and achieve sustainable success.
Brad Baranzano
Senior Executive Advisor
With a degree in Communications and 20+ years of experience including sales and marketing, Brad is a highly effective communicator who excels at building connections. He is passionate about helping people expand their financial portfolios while delivering creative, detail-driven solutions that drive growth and lasting value.
Scott Meyers
Strategic Alliance Advisor
Scott has worked in a multitude of markets including high tech and cutting-edge software, mission critical and intelligent systems in the defense sector, and automotive industry. His experience includes delivering financial & operational excellence, M&A and divestitures, transformation & change management, financial management, strategic & business planning, and startup to success.
JW Johnson
Business Development
Private Credit Advisory
Business Development Associate/Private Credit Advisor with over four years of experience in client engagement, sales and AI consulting supporting the firm's mission in international mergers, acquisitions, consolidations, business valuations, and financial advisory services. His background in relationship-driven sales and strategic outreach enables him to identify growth opportunities, cultivate strong client partnerships, and contribute to the firm's expansion across global markets.
Roxy Holt
Director
Roxy Holt is an accomplished Business Strategist with 20 years of global experience in Change Management, BPO, and Operational Excellence. She has successfully led large-scale operational programs, built and scaled BPO environments, and partnered with executives to design high-performing business models. Her expertise spans project management, client experience, call center quality assurance and management, human capital and cross-border operations.
She holds advanced certifications in Corporate Strategy and International Business Management from the University of London, School of Management, along with a Six Sigma Black Belt, Agile Project Management, and multiple Change Management credentials.
Michael Cleary
Senior Executive Advisor
Mike is a seasoned Global Investment and Financial Services Executive. He has spent his entire career in the financial services industry in a multitude of positions including PE management, investment banking, investor relations, sales, marketing, & fundraising.
Larry Shull
Textile Specialist
Larry is a well-known Textile Specialist with over 30 years' of experience in the industry undertaking major roles in plant management and sales of machinery both domestically and internationally. He has expertise in plant appraisals of machinery, equipment, raw, and finished goods inventories.
William Parker II
Senior Executive Advisor
Will is a results-driven procurement and economic development professional, known for sparking innovation and driving growth within both government and commercial landscapes. As the former Georgia and Tennessee Regional Principal for the Defense Innovation Unit, the Pentagon's "Innovation and Venture arm," he strategically advanced cutting-edge solutions for the military. Will's dedication extends to empowering small businesses and supporting the warfighter, crucial for enhancing the defense and government industrial base.
Will's private sector contributions are equally robust, notably at Moxie Global Services, where he secured government contracts, and with the Ford Foundation's LISC, managing community and economic development programs.
John McKenna
Director
25 + years in sales, marketing, executive development and leadership training. His work experience includes turnarounds for the trustee of a bankruptcy court. John created and sold 3 commercial sign companies. He is a public speaker, able to communicate effectively with diverse groups.
Robert Shinn
Senior Executive Advisor
Rob is a seasoned Investment Banker with 20+ years' of experience. He is focused on fintech, IT, agtech, and media & entertainment. Rob is a financial and industry research specialist, financial modeling and deal making & structuring expert.
Carla Miaule
Senior Executive Advisor
Carla has 25 years of experience in business and real estate investment. As a former VP of the largest privately held REIT in the U.S. and Managing Director of an off-balance sheet financing company, Carla’s total transaction value exceeds $5 billion. She is an avid mentor to various startup organizations and has an Executive MBA from Pepperdine University’s Graziadio School of Business and Management
Jason Miller
Business Development
Private Credit Advisory
With over two decades of entrepreneurial experience and his time in a variety of industries, Jason's primary focus has been revenue generation and customer satisfaction. Outside of work he enjoys playing golf, basketball and collecting sports memorabilia.
David Kopplin
Managing Director, Corporate Finance & Strategy
David is an accomplished Financial Executive with 20 years’ experience in corporate finance, investment banking and M&A transactions. He has been involved in numerous strategic initiatives including acquisitions, divestitures, mergers, joint ventures and large-scale infrastructure projects.
Saida Gomez
Business Development
Private Credit Advisory
Saida is a Capital Strategist specializing in private credit and debt advisory for lower middle market companies across SaaS, fintech, e-commerce, retail, and lend-tech.
She works directly with founders, CFOs, and operators who are ready to scale — identifying the right non-dilutive capital structure and moving with the urgency their business demands.
Saida has a background spanning healthcare, real estate, retail, insurance, financial services and is bilingual in English and Spanish. She is also licensed in Real Estate, Property & Casualty, and Life, Accident & Health Insurance.
Richard Coppage
Finance Director
Rich is a Certified Management Accountant and CFM. His work experience includes finance positions with companies such as Merrill Lynch, Morgan Stanley, Starwood Hotels & Resorts, and four technology startup companies in which he helped raise significant venture capital.
Strategic Alliances are a critical component that allows businesses to gain additional customers, grow in unfamiliar markets and sell more products or services. We are seeking those partnerships to help benefit all those involved. Groce, Rose & Moore, LLC currently works with private equity firms, corporations, family offices and individuals. Contact us today to find out if we have the synergies to be better and stronger together.
Phil Owusu
Senior Executive Advisor
Phil is a senior-level executive advisor with over 20 years of proven expertise in finance, accounting, business strategy, and risk management. Throughout his career, he has provided strategic leadership and guidance to organizations across multiple industries, helping them strengthen financial performance and operational efficiency. His ability to navigate complex financial landscapes and deliver results has made him a trusted advisor to executives, boards, and stakeholders.
Loretta Arthur
Director of Real Estate
With over three decades of experience in real estate, marketing, technology and business development, Loretta Arthur leads the firm’s real estate division with a strategic focus on asset acquisition, valuation, and portfolio growth. A seasoned broker and entrepreneur, she has founded and scaled multiple successful ventures, guiding transactions across commercial, residential, and investment sectors.
Billy McDougal
Senior Executive Advisor
Billy has 20+ years' experience in M&A, financial analysis, modeling, budgeting and strategic planning. He is an energetic leader, able to communicate effectively with a diverse group of professionals.
Warren Rose
Senior Partner
Warren's work experience includes a multitude of M&A positions with Core-Mark, Int'l & Global Alliance. He was also the president of Vorus Biopower before becoming president of APP-solute Marketing. Warren sits on the board of several non-profits.
Kate Georgen
Director Strategic Funding Alliances
Kate is an accomplished Acquisitions and Divestitures executive with 25 years of experience at J&J. She was instrumental in building value for all deal stakeholders. Kate holds a BS from Notre Dame and an MBA from Wharton School of Business. Her role at GRM involves negotiating financial agreements, managing funding negotiations, and ensuring the effective implementation of GRM strategies
Christopher Wong
Director
Private Credit Advisory
Christopher is an investor relations professional with experience in private equity, venture capital, private credit, and startup funding. He has helped secure partnerships with startups seeking a combined $36 million in capital and brings sector experience across AI, technology, deep tech, Web3, healthcare, life sciences, quantum, and energy. He combines strong research skills with a relationship-driven approach to identify opportunities and support capital-raising efforts.
Kevin Barrett
Managing Director
Private Credit Advisory
Kevin is a seasoned capital markets and M&A professional with more than seventeen years of experience and an aggregate $600 million raised in real estate syndications, in addition to significant transaction expertise across SaaS, cybersecurity, and data center sectors. His work is distinguished by the structuring and execution of complex investment vehicles, the orchestration of institutional-grade diligence processes, and the delivery of capital formation strategies tailored to sophisticated investors.
Bryan Dorsey
Director
Private Credit Advisory
Bryan is a strategic growth and M&A advisory professional with 13 years of experience across sales, operations, business development, leadership, and equity deal strategy. Over the course of his career, he has trained hundreds of team members and supported thousands of clients through growth, funding, and operational initiatives.
He brings 6 years of experience in M&A strategy and equity deal management, including evaluating both SDE and EBITDA-based businesses for acquisition potential, scalability, market positioning, and long-term value creation. His experience includes broker relationship management, strategic partnership development, deal evaluation, and helping businesses strengthen their position for expansion, investment, and future sale.
Ian Pullar
Business Development Manager
Ian is an emerging talent in the realms of Computer Science and Business Management. Majoring in Computer Science with a minor in Business Management, Ian’s educational journey is marked with distinction. Awarded a competitive scholarship to Truman State University, he has also broadened his horizons with a study abroad stint at Roehampton State University in London. He's not just a scholar but also a professional football player based in London and is a dedicated volunteer for Habitat for Humanity.
Bob Pullar
Senior Executive Advisor
Bob is a Certified Information Systems Auditor and a Project Management Professional. He has worked for IBM and multiple Denver-Based venture capital firms. Bob was a management consultant for KPMG, then co-founded the Axis Private Equity Group.
Paul Moore
Emeritus Senior Partner
Paul Moore was a lieutenant in the U.S. Navy. He was founder of ADCON Adhesives and after its' sale to Parker Chemicals, became a VP for Henkel Adhesives. Later, Paul became a VP for Carolina Polymers and negotiated their sale to HB Fuller.
Robert Hodges
Senior Executive Advisor
Rob’s work experience includes leadership roles in STMicroelectronics, COO of a MedTech startup which was acquired, and as an investor before founding Proficio Consulting. He has 35+ years of operational experience and has been involved in various M&A transactions both as an investor and an investee.
“Top 10 Mergers & Acquisitions Firms”
Awarded by Financial Services Review Magazine
"Top 8 Deals"
Axial Advisor Industry Award
Groce, Rose & Moore, LLC
INTERNATIONAL MERGERS, ACQUISITIONS, CONSOLIDATIONS, BUSINESS VALUATIONS,
FINANCIAL & STRATEGIC SERVICES