Meet the Team
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 Research Analyst
Rich is a Senior Research Analyst at SPS, where he helps build and maintain the private equity database through entering and checking deals, along with routine data cleanup exercises. Rich also supports the Business Development team through data collection and is involved with the publishing of the quarterly Mezzanine Newsletter. Previously, Rich was a Research Analyst with Buyouts Insider, a publication focused on the leveraged buyout and private equity industry.
Rich attended Manhattan College in Riverdale, NY, where he graduated Cum Laude from The O’Malley School of Business with a BBA in Finance.
Director, Client Strategy & Data Insights
Brenden concentrates on bridging the gap between people and data. He is also heavily involved in product development and firm strategy, spurred on by an endless quest to never miss the forest for the trees. He has worked in corporate finance at GE Aviation, equity research at Credit Suisse HOLT, and econometrics at the Federal Reserve Bank of Boston.
Brenden is a graduate of the D’Amore-McKim School of Business at Northeastern University in Boston, MA. He lives in New York and spends all his free time outdoors.
As a member of the Relationship Management team, Aidan serves as a trusted, dedicated advisor for clients, helping them to achieve success. Prior to joining SPS in June 2020, he led strategic engagements & enterprise partnerships at a FinTech startup serving clients in North & South America, and Iberia.
He volunteers as a mentor for a technology accelerator focused on FinTech and Blockchain technology to build the future of finance. He has worked with companies at the start-up stage, large national and international public company and public sector clients.
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.
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.
Vice President, Business Development
Lee is currently a VP of Business Development at SPS, supporting our West Coast region, Canada, and Connecticut. He has extensive experience in facilitating organizational change, client relations, fundraising, and negotiations in B2B financial services, SaaS data platforms, and media organizations.
Lee is graduate of University of Southern California with a B.A. in Marketing and Finance.
Elizabeth is a 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.
Head of Research
Veejay Lall is currently Manager of Research at SPS, where he is responsible for the management and improvement of the data collection and transformation process. Previously, he has held various positions within the Research team, helping to formulate current best practices. Prior to his tenure with SPS, Veejay worked at an Investment Bank in the Debt and Municipalities division.
Veejay received his BBA from CUNY Baruch College, and his MBA with a concentration in Financial Management from Pace University’s Lubin School of Business.
Founder & CEO
As SPS’ Founder and CEO, Nadim leads strategy and product development, as well as the firm’s overall vision and growth. He is passionate about helping clients source more strategic opportunities using data analytics and insight. Nadim has become a frequent speaker at industry conferences and contributor to leading publications focused on M&A, private equity and other forms of lending.
Nadim graduated with a BA in Philosophy from Colgate University and is a CFA charterholder.
Lou is a Research Analyst at SPS, where he helps grow and maintain the private equity database through a variety of weekly tasks. Along with working on the research team, Lou supports the marketing team with monthly and quarterly projects, including the Mezzanine Newsletter and other market analysis content. Prior to joining the team at SPS, Lou graduated from the Hagan School of Business at Iona College where he received both his BBA and MBA. While attending Iona, Lou was an integral part of the baseball team playing both first base and relief pitcher.
In his free time, Lou enjoys his time salt and fresh water fishing, and supporting the hometown New York Yankees, Giants and Islanders.
Associate, Client Strategy & Data Insights
As a member of the Client Strategy & Data Insights team, Andrew works with complex datasets, creating actionable analyses for SPS and its clients. Prior to his employment at SPS, Andrew worked in equity research and earnings estimates at Bloomberg LP.
Andrew is a graduate of the Mayo School of Business at The College of New Jersey in Ewing, NJ. He lives in New Jersey and spends his free time outdoors golfing, surfing, snowboarding, or with his chocolate lab Remington.
Chief Financial Officer
As CFO of SPS, Tim’s responsibilities go beyond providing senior financial support, as he manages compliance, HR, and other administrative duties for the company. Prior to SPS, Tim worked in senior finance and administrative roles for niche companies in the data, medical marketing and manufacturing fields.
Tim graduated with his BS in Accounting at Illinois State University and earned his MA from Seton Hall University. He also attended the Wharton Business School’s Executive Program at the University of Pennsylvania.
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.
Vice President, Business Development
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 a beautiful boy and will be adding a daughter to the mix in October 2021.
As a Marketing Manager, Belle oversees and executes across brand strategy, omnichannel communications, and content creation. Prior to joining SPS in 2021, she has held multiple leadership positions concentrating on building the marketing programs for growth-stage companies in financial and tech sectors, where she has developed a deep understanding of go-to-market strategy in niche, B2B spaces.
Belle graduated from Boston University with a BS in Business Administration and Management and a concentration in Global Marketing. Belle is passionate about food, fitness, and sustainability, and enjoys spending free time baking or marathon training.
Shivang joined the team in 2020 as a Research Analyst, where he works to update the private equity database through entering deals and performing various research projects. He has previously worked in private equity at Viscogliosi Bros., and as well as in equity/data research at MCRA.
Shivang is a graduate of the University of Connecticut School of Business in Storrs, CT. He lives in New York and spends all his free time watching sports or playing basketball.
Senior Relationship Manager
Rich joined SPS in 2018, focusing his efforts on optimizing SPS’ client retention efforts as well as overall customer experience by assisting with sales and marketing initiatives. Prior to SPS he oversaw sales and marketing operations at a small B2C start up, and spent over a decade with Thomson Reuters in revenue-related roles focusing on hedge funds and alternative asset managers.
He is a graduate of Binghamton University’s School of Management. A native New Yorker, he spent most of his time growing up on or around the ice hockey rink, and currently resides with his family on Long Island.