MEET THE TEAM
Meet the team that transforms raw data into
We are laser focused on improving M&A deal origination and relationships. We come from a host of backgrounds and are excited to join forces with you and your team.
Senior Relationship Manager
Elizabeth is a senior relationship manager with Sutton Place Strategies. Prior to SPS, she worked in a client service and relationship management capacity at The Navatar Group, The Common Fund for Non-Profit Institutions, and at Albourne America.
She graduated from Princeton University with a AB in History. Her senior thesis focused on women in Navy from 1914-2011. In her free time she loves to take cooking classes, take Peloton classes and spend time with her family.
Jackson joined SPS as a Research Analyst in 2023 where he helps to build and maintain our private equity database. He also helps with buy side and sell side data collection for private equity, corporate and mezzanine deals while also ensuring the accuracy of previous deals.
Jackson is a recent graduate of Southern Methodist University with a Bachelor of Arts in Economics. He spends most of his free time with his family and friends or on a golf course.
James has been a Research Analyst since the start of 2021, where he helps to build and maintain our private equity database. His time is split between entering new M&A and PE transactions throughout North America, and making sure previous deals are up to date. In the past, James has worked in the financial advising, commercial banking, and mortgage industries.
He graduated Cum Laude from the LaPenta School of Business at Iona College and studied abroad his junior year where he lived in three different countries. James loves all things outdoors and is currently training for an ultra-marathon.
Jaren joined SPS as a Research Analyst in 2022, where he supports the Research team with building out and maintaining our private equity database. His role includes collecting mergers and acquisition data and reviewing private equity, corporate, and mezzanine transactions on both the buy-side and sell-side. Previously, he has held intern roles in credit research and commercial real estate.
Jaren graduated from the Emory University – Goizueta Business School in 2022 with a Bachelor of Business Administration in both Finance and Real Estate. Jaren enjoys watching sports, working on his cooking, and snowboarding in his free time.
Associate, Client Strategy & Data Insights
Jordan focuses on making abstract data tangible through insightful storytelling.. He has played a critical role in building processes from the ground up in roles at Intercontinental Exchange, United Way of Greater Atlanta, and NCR.
Jordan has a Bachelor’s in both Economics and International Affairs from the University of Georgia in Athens, GA. He lives in Brooklyn and spends his time organizing in the community, watching films, and playing music.
Vice President, Business Development
Julie is currently a VP on the Business Development team supporting our Mid-Atlantic and Northeast regions. She has worked in the M&A market since 2011 and was previously at Mergermarket where she worked with Private Equity firms and advisors along the east coast.
She is a graduate from Florida Atlantic University in Boca Raton, FL and currently lives in Westchester, NY. She enjoys spending all her free time with her family and is a mother to two.
Kenneth Hoefer lll
Kenny joined SPS as a Research Analyst in 2021 where he helps to build and maintain our private equity database. He is responsible for buy side and sell side data collection for private equity, corporate and mezzanine deals while also ensuring that previous deals are accurate and up to date. Previously, he was a legal assistant for a law firm in Bronx, NY.
Kenny is a recent graduate of the Alfred Lerner College of Business and Economics at the University of Delaware with a Bachelor of Science in Finance. He spends most of his free time surfing.
Vice President, Business Development
Mike is currently a VP on the Business Development team supporting our Mid-West, South, and New York City regions. He has worked in the Financial Service and Business Intelligence markets since 2009 and was previously at Bank of America/Merrill Lynch where he worked in Alternative Investments.
He is a graduate of Temple University and currently lives in Lincroft, NJ. He enjoys spending all his free time with his family and is a devoted husband and father of two children.
Associate Director, Client Strategy & Data Insights
As a member of the Client Strategy & Data Insights team, Muhammad works with complex datasets, creating actionable analyses for SPS and its clients. He also covers Chicago-based clients, and contributes to product development, marketing, and corporate culture. Prior to SPS, Muhammad worked at a boutique investment bank, completing 5 acquisitions during his tenure.
Muhammad graduated with a BA in Economics from CUNY City College of New York. He was born, raised, and still lives in New York, where he enjoys eating more sugar in a day than most people eat in a month.