Our Team

SVMB has built a dedicated team of securities professionals, investment bankers, private equity funds, commercial bankers and business consultants. The firm seeks to find businesses that will benefit from the collective experience of its founder and his associates to build value over the long term.

Gregory Guay, Principal
Greg is responsible for identifying target companies, meeting with private business owners, conducting due diligence, structuring the transaction, negotiating deal terms and ultimately managing the acquired company. During his tenure he has completed over $40 Million Dollars in small business transactions in a wide variety of industries.

Greg graduated from the University of Connecticut (Magna Cum Laude) with a degree in Finance. He possesses extensive experience in commercial lending, portfolio management and merchant banking. In 1998 Greg formed Stellar Ventures, a boutique investment banking firm and in 2012 converted to full-time merchant banking. Since its inception, Stellar Ventures has organized over $40MM in small business financings, mostly leveraged buy-outs. Mr. Guay has an outstanding track record of reorganizing struggling companies and dramatically improving financial performance.

Fred Wergeles & Associates LLC – Fred Wergeles
COMPETITIVE INTELLIGENCE
Fred Wergeles & Associates helps clients grow their businesses by applying creative and innovative solutions. They are specialists in competitive intelligence, business analysis and strategic planning. FW&A provides comprehensive competitor and market analysis to support long-range strategic planning, marketing and sales campaigns, innovation and product development initiatives, and merger & acquisition activities. They also provide mentoring/training services to our clients, as well as integrated design, development and implementation of “world class” intelligence systems.

Business Technology Management, Inc. – Yaron Lew

OPERATIONAL IMPROVEMENT THROUGH FLOW MANAGEMENT
BTM implements its proprietary business improvement methodology called Flow Management Technology (FMT) for businesses worldwide. FMT is a powerful and well-proven methodology that has helped small and large organizations to dramatically increase resources’ output, assets utilization and overall throughput while simultaneously reducing inventory, lead time, and cost; all without the need for capital expenditure.


Hinckley, Allen & Snyder, LLP – C. Robert Zelinger

LEGAL
Mr. Zelinger is a member of the Corporate Group at Hinckley, Allen & Snyder LLP resident in its Hartford Office. He concentrates his practice on providing corporate legal services to middle market, privately-held enterprises including start-up business organizations and emerging growth companies. He advises his clients on selecting the legal forms of operation, obtaining and documenting financial arrangements, compliance with regulations; protection of intellectual property, and the negotiation and preparation of documentation for a variety of commercial transactions.


Odyssey Advisors – Parker Elmore
HUMAN CAPITAL DEVELOPMENT AND RETENTION
As President and CEO of Odyssey Advisors, Parker Elmore is dedicated to quality service, expertise, and efficiency. With over 25 years of industry experience, Parker and the Odyssey team develop and implement solutions to the complex financial issues faced by small and mid-sized employers. As part of the SVMB team parker evaluates qualified and non-qualified retirement plans as well as retiree welfare programs including the costing, funding, and design of employee benefits.


Barry Konet
OPERATIONS
Barry Konet organized Argo Management in 1988 to provide interim and part-time financial, operations, systems management and CFO services to emerging and mid-sized businesses. As part of the SVMB team, Barry evaluates and develops financial plans along with financial and operational oversight systems.

 

Krative, llc – Rick Callahan
MARKETING / BRANDING
Rick Callahan is the founder of WebLux a web design and digital marketing firm and Krative, a full-service marketing agency. Rick and the Krative team provide expertise in defining target markets, communication strategies, and implementing marketing plans. Additionally, the Krative team has the resources available to produce the required creative elements to implement strategic marketing initiatives.