Capital Markets Expertise. Entrepreneurial Execution.

John O’Keefe is a seasoned investment banker with decades of experience in the real estate, technical, and financial services industries. As a managing principal and chief compliance officer, he brings a unique perspective to his work, leveraging his technical background to provide innovative financial solutions to clients. His expertise encompasses a wide range of financial services, including mergers and acquisitions, debt and equity financing, and strategic planning.

John's ability to analyze complex financial data and apply technical skills to financial modeling has been instrumental in achieving successful outcomes for clients across various sectors. His proficiency in balancing quantitative analysis, financial engineering, and capital markets knowledge has made him a valuable asset in the investment banking field.

John is committed to excellence and building lasting relationships with his clients. As a chief compliance officer, he ensures that all financial activities adhere to regulatory requirements and industry best practices, maintaining the highest standards of integrity in his work. His comprehensive understanding of real estate markets, economic factors, and financial trends enables him to provide strategic advice and tailored solutions to meet his clients' specific needs, focusing on value creation and long-term success.

Gary Cuccia is a seasoned financial executive with over three decades of experience across investment banking, capital markets, and wealth management. He has held senior leadership roles at institutions including Citizens Bank, Gruntal & Co., and CIBC World Markets, where he led financial strategy, operations, and regulatory reporting across complex business lines. Gary is the founder of FINOP & CFO Solutions, an advisory firm delivering outsourced CFO and FINOP services to broker-dealers and financial institutions. He is a Certified Public Accountant (CPA), Certified Management Accountant (CMA), and holds Series 27, 7, and 24 licenses. Gary brings to Kadenwood a unique blend of institutional rigor, entrepreneurial insight, and deep operational expertise.

Bert Pearsall is a seasoned executive with a dynamic background in financial services, commercial real estate, and corporate leadership. He holds a comprehensive range of securities and insurance licenses, including Series 4, 7, 24, 53, 63, 65, and 79, as well as Florida Life, Health, Disability, Annuity, and HMO insurance licenses, held with Net Shares Investment Bank in Houston. In addition, he is a licensed Commercial Real Estate professional affiliated with Equity Commercial Real Estate in Columbus, Ohio.

Bert has served in senior leadership roles across multiple sectors, including as President of Lifeshirt Products, Inc., Senior Advisor at Equity Commercial Real Estate Solutions, and President of Pearsall Global Consulting LLC. His work spans capital formation, business strategy, investor engagement, and operational growth across both private and public sector initiatives.

A committed civic leader, Bert currently serves on the boards of the Orlando Health Foundation, the Orange County Sheriff Foundation, and the Pi Kappa Alpha University of Central Florida Alumni Board. He is also a certified facilitator with The Pacific Institute, where he focuses on mindset and performance development for individuals and organizations.

At Kadenwood, Bert brings a multidisciplinary perspective grounded in capital markets expertise, strategic advisory, and community leadership, helping clients navigate complex challenges and create lasting enterprise value.

Dan Pastore has over 25 years of experience in institutional financial services in both public and private markets. His extensive background includes senior institutional sales and strategic leadership roles at prominent firms such as ABN AMRO, Schwab Capital Markets, Potomac Research Group, Silverwood Partners, and Alira Health. Dan's expertise spans fundamental, regulatory, macroeconomic, and geopolitical research across various sectors, with a dedicated focus over the past decade in the private healthcare market in the US and EU. He has led engagements across medical devices, biotech, specialty pharma, and digital health, closely collaborating with C-suite executives of venture-stage companies on their capital-raising initiatives.

Dan previously founded a boutique consulting firm specializing in reimbursement-related due diligence for private equity transactions, as well as strategic consulting on payer relations. At Alira Health, he played a key leadership role in the successful sale of its broker-dealer division to Kadenwood Capital. Dan earned his BA in History from Boston College and holds an MBA from the University of Notre Dame.

Jan Wald has over 30 years of experience working with medical device and technology companies, most recently as a healthcare investment banker. Prior to his investment banking role, he was a sell-side healthcare analyst specializing in cardiology and neurology within the medical devices and specialty pharma sectors, providing institutional research and conducting due diligence for capital markets activities. Jan also held significant management positions at Guidant Corporation and Honeywell Inc., focused on Clinical Sciences and Research and Development.

At Guidant, Jan was responsible for developing software and algorithms for the first implantable dual-chamber defibrillator, while also overseeing clinical protocol development, trial execution, and data analysis within the Cardiac Rhythm Management business. Earlier, at Honeywell, he managed programs developing image processing, robotics, and machine learning algorithms, many of which transitioned into Honeywell's product divisions. Jan completed post-doctoral studies at the University of Minnesota's Center for Human Learning, holds a Ph.D. from Brandeis University, and earned an MBA from the University of St. Thomas.

Steve Sacher has 30 years of experience in institutional financial services across various sectors, with a specialized focus on healthcare. He possesses deep expertise in analyzing companies within life sciences, managed care, digital health, diagnostics, and medical devices. Steve began his career in academic research, co-authoring several publications at the Harvard School of Public Health, followed by consulting engagements at PwC and Coopers & Lybrand. He further honed his analytical skills as a healthcare analyst at ABN AMRO and Leerink Swann, where he extensively modeled and published research.

Steve subsequently transitioned into institutional sales, cultivating strong relationships with asset managers and hedge funds during his tenure at Leerink Swann, Mizuho Securities, Avondale, and Soleil Securities. Prior to joining Kadenwood Capital, he was dedicated to wealth management at Fidelity Investments. Steve holds a BA in Integrated Sciences from The University of Rochester and an MBA from the Kellogg School of Management at Northwestern University.

Clayton Porscha is a seasoned business leader and entrepreneur with over 17 years of experience in technology, business strategy, and investment banking. As Vice President at Market Street Capital, he brings a proven track record of building and scaling successful ventures across multiple industries.

Throughout his distinguished career, Clayton has achieved five exits exceeding $50 million each and generated over $1 billion in revenue. His entrepreneurial journey includes founding and leading multiple successful startups while establishing a business accelerator where he personally invested in 30 of 34 portfolio companies during its first year. Simultaneously, he grew Verde Cannopy and developed a corporate technology accelerator that collaborated with major tech companies including Google and Yahoo.

At Market Street Capital, Clayton oversees financing, business development, and strategic advisory services. Over the past two years, he has been instrumental in propelling the firm to new heights, facilitating capital raises, strategic partnerships, IPOs, and M&A transactions that have grown the firm to over $7 billion in deal flow.

Clayton's expertise spans capital raising, strategic partnerships, and complex transaction management. He excels at identifying high-potential opportunities and providing the strategic guidance needed to transform emerging companies into market leaders. His deep business acumen enables him to secure financing, forge valuable partnerships, and guide firms toward sustainable growth and successful exits.

As a dedicated mentor, Clayton actively shares his entrepreneurial expertise and extensive network with emerging entrepreneurs through Market Street and various accelerator programs. His commitment to supporting the next generation of business leaders reflects his passion for innovation and value creation in the financial services ecosystem.

Louis Garoz is an accomplished finance professional specializing in investment banking and strategic marketing. As Principal Owner of Kadenwood Capital, he focuses exclusively on the firm's strategic vision and capital allocation, establishing governance frameworks and institutional architecture that guide the organization's long-term trajectory. His role centers on board-level oversight and strategic planning, while operational execution and client engagement are managed by the firm's executive leadership team. Through this structural approach, Louis ensures Kadenwood Capital maintains its strategic direction and fiduciary standards while empowering its management team to deliver sophisticated advisory solutions to the firm's distinguished clientele.

Harlan Ryker is Chief Operating Officer at Kadenwood Group. With a background rooted in building elite sales systems and leading high-ticket B2B operations, Harlan brings a distinctive operational perspective to investment banking and capital advisory.

At Kadenwood, Harlan architects the operational ecosystem that drives deal flow and execution capabilities. He oversees front-end origination through sophisticated outbound infrastructure that consistently delivers high-caliber mandates, while engineering back-end capital partner networks and managing institutional relationships. His mandate spans the entire value chain, from market positioning to capital deployment, ensuring operational excellence matches transaction sophistication.

Harlan's entrepreneurial journey includes founding a B2B marketing agency serving law firms and professional services, earning recognition as one of the Top 20 Young Entrepreneurs in the UK by Wise Bank in 2018. As COO of Nomadic Closer, he built the operational architecture that enabled systematic scaling across ultra high-ticket verticals. Through Buying Beast, he structured digital asset acquisitions spanning ecommerce, SaaS, and gaming portfolios.

Harlan operates on the principle that institutional-grade execution begins with institutional-grade systems. His approach to building scalable processes and team structures is defined by precision, because operational sophistication directly translates to deal success.

Ruben Schwagermann is Managing Director at Kadenwood Group, bringing a global perspective shaped by extensive experience across New York, Europe, and South America. His international background provides deep insight into diverse market dynamics and cross-border transaction execution.

At Kadenwood, Ruben specializes in non-dilutive capital markets and maintains strategic relationships with leading institutional firms including BlackRock and UBS Bank. His expertise spans investment banking, capital markets, and strategic advisory services, with a focus on structuring sophisticated financing solutions that preserve equity value for clients.

Based in Mauritius, Ruben's ability to navigate complex financial landscapes across multiple jurisdictions makes him instrumental in executing high-stakes transactions. His commitment to excellence and institutional network enable Kadenwood to deliver world-class capital solutions to founders, private capital groups, and operators worldwide.

Joshua Naudé is a seasoned capital expert with extensive experience in mergers and acquisitions, venture capital, and e-commerce sales. As Managing Director at Kadenwood Group, he leverages his expertise to guide high-potential companies toward sustainable growth. Joshua has played a pivotal role in transforming company funding by providing direct access to qualified investors, ensuring startups are fully prepared to secure the capital they need.

Prior to joining Kadenwood, Joshua served as a Fund Manager and acquisitions consultant where he specialized in raising funds for sectors including mining, oil and gas, and real estate. His commitment to empowering businesses is evident in his proactive approach to refining pitches and securing funding for ventures that previously faced challenges in investor engagement.

Joshua’s dedication to fostering innovation and growth aligns seamlessly with Kadenwood’s mission to provide strategic guidance and support to emerging companies.

Jack Landry is Managing Director of Investor Relations at Kadenwood Group. As a capital markets strategist and operator, Jack leads engagement with global investors while shaping firm-wide strategic direction.

Jack applies a disciplined, quantitative approach to capital allocation, risk management, and market positioning. He is recognized for anticipating challenges, aligning stakeholders, and providing clarity that enables leadership to execute decisively. His mandate spans deal syndication, corporate strategy, and capital markets execution, ensuring clients and counterparties gain transparency, access, and speed.

At Kadenwood, Jack helps scale a platform that integrates traditional investment banking expertise with modern merchant banking and proprietary origination capabilities. He operates at the intersection of strategy, execution, and capital formation—bringing foresight, precision, and results to global investors and the institutions they back.

Marvin Salomensen is Vice President at Kadenwood Group. He brings a distinctive background in scaling high-growth SaaS and fintech companies, with experience supporting ventures backed by Andreessen Horowitz and investors behind Stripe, Wise, Deel, and Facebook.

Prior to joining Kadenwood, Marvin served as Growth Associate at multiple technology companies, where he focused on go-to-market strategy and operational scaling. He also supported a novel Alzheimer's biotech startup in achieving product-market fit, contributing to a successful €1.6 million capital raise.

Marvin holds a BSc in International Business from Denmark's most competitive business school. His expertise in growth operations and early-stage company development enables Kadenwood to deliver strategic value to founders and emerging companies navigating critical inflection points.

Lucy Ryker is Director of Operations at Kadenwood Group, where she oversees the firm’s global outreach and investor relations infrastructure. She manages the end-to-end operational execution that underpins both client mandates and internal initiatives, ensuring Kadenwood’s capital advisory activities are supported by efficient, data-driven systems and seamless communication across its international network of institutional partners and family offices.

Enriqúe Lopéz is a private equity executive who brings a hybrid background in structured finance, investment fund formation, mergers and acquisitions, rare earth mineral monetization, and institutional paper, with deep experience in private credit instruments. He has helped launch and scale multiple private funds by working directly with high-net-worth investors, family offices, and institutional partners.