Mike Bendokaitis Vice President With specific expertise in the insurance sector, Mike leads deal teams in support of client goals on both buy-side or sell-side. He has extensive experience providing advisory services for both public and private companies across...
Shawn Byerly MANAGING DIRECTOR Located at our Cincinnati office, Shawn drives business development by sourcing new buy-side and sell-side opportunities in the business services, distribution, and manufacturing sectors. Previously, Shawn served as Managing Director at...
Nick Davies ANALYST As a part of the deal team, Nick assists with market research, valuation analysis, and financial modeling. Working first as a successful intern for Copper Run, he was offered a full-time position upon graduation. Prior to his internship at Copper...
Patterson Edris ANALYST As an analyst, Patterson assists with financial modeling, market research, and valuation analysis. Following a successful internship at Copper Run, he was offered a full-time position upon graduation. Prior to his internship at Copper Run,...
Marc Fleagle Director Based in our Cleveland office, Marc focuses on executing M&A strategies and new business development. Marc leverages his expertise in sell-side transactions to lead middle market and lower middle market privately-held businesses through the...
Andy Hays PRESIDENT With a passion for dealmaking, Andy founded Copper Run. He has completed over $7 billion in transactions while working with hundreds of companies, both public and private, in a variety of industries including manufacturing and technology. His...
Brandon Kelly ASSOCIATE As an Associate, Brandon assists with advisory services and business development. He previously interned at Generational Transfer Entrepreneurs, a search fund in Pittsburgh. Brandon started at Copper Run as an intern during his junior year of...
Grant Kirby ANALYST As an Analyst at Copper Run, Grant assists the deal team with financial modeling, market research, and advisory services. He previously advised early-stage companies on raising institutional capital from pre-seed through series A rounds at...
Jason Kraynak DIRECTOR Focused on executing client M&A strategies and new business development, Jason leverages his experience evaluating the strategic and financial implications of M&A for small- and medium-size privately-held businesses. Prior to Copper Run,...
Steve Lancianese VICE PRESIDENT Responsible for managing deal teams in support of our clients, Steve is also sourcing new opportunities for the firm. Previously, Steve worked at J.P. Morgan Chase and was charged with developing and executing growth strategy...
Zane Laws, CFA ASSOCIATE Zane is responsible for supporting the deal team through market research, valuation analysis, and financial modeling. Prior to Copper Run, Zane worked for J.P. Morgan in the Asset Management division, supporting the mutual fund and Global...
Joe Levitt ANALYST Joe is an Analyst at Copper Run, assisting the deal team with advisory services, financial modeling, and market research. While he was a student at Miami University of Ohio, he interned for Gladstone Morgan in Shanghai, China, as well as interned as...
Tony Lima VICE PRESIDENT As a deal team leader, Tony is responsible for ensuring effective deal execution and business development. Previously, he worked as an Associate Partner at Stadion Capital Partners, a private investment partnership, where he was responsible...
Maxwell Hutchins ANALYST Maxwell is an Analyst at Copper Run, assisting with valuation analysis, financial modeling, and market research. Following a successful internship at Copper Run, he was offered a full-time position upon graduation. Prior to his internship at...
Shyam Mohan RESEARCH DIRECTOR As Research Director, Shyam spearheads Copper Run’s research efforts. His team identifies potential acquisition targets for clients across various industry verticals. He holds more than two decades of research experience, supporting...
Abby Newman MARKETING MANAGER Abby leads Copper Run’s marketing efforts, managing all facets of Copper Run’s brand presence. Her role includes providing event support, overseeing digital marketing efforts, managing the website, and assisting the team with...
Wallace Renie ANALYST As an Analyst, Wallace assists with financial modeling, valuation analysis, and market research. Wallace was a summer intern at Copper Run and was offered a full-time position following his graduation from DePauw University. He also interned as a...
Lizabeth Roth, JD VICE PRESIDENT Lizabeth sits in our Cleveland office and is focused on continuing to build Copper Run’s presence in Northeast Ohio. She is responsible for transaction execution and business development. Prior to Copper Run, Lizabeth was a Vice...
Adam Scheuer CRM DATA ANALYST Adam leads data analytics and CRM database management at Copper Run. He supports the deal team with optimizing our data to ensure that we can best serve clients. Prior to joining Copper Run, Adam managed institutional enrollment analytics...
Michael Shaw MANAGING DIRECTOR Michael is responsible for developing key sector-relevant relationships, originating transactions, and providing advisory services to private equity firms, assisting portfolio companies in their growth strategies across a variety of...
Joe Shepherd ANALYST As an Analyst, Joe is responsible for assisting with market research, valuation analysis, and financial modeling. Prior to joining Copper Run, Joe worked for J.P. Morgan Asset Management supporting the North Americas Funds team as a FP&A...
Jason Stevens CHIEF OPERATING OFFICER As Chief Operating Officer, Jason oversees all core corporate functions and is focused on putting the right people and systems in place to best serve our clients and execute our growth strategies. Previous experience includes...
Kaity Templin VICE PRESIDENT Responsible for the management and execution of client engagements, Kaity works remotely out of Connecticut. She previously led Business Development efforts at EHS Support, an environmental consulting firm, where she was responsible for...
Eric Vannatta VICE PRESIDENT Assisting with advisory services and business development, Eric is committed to client service and developing relationships. Prior to joining Copper Run, Eric worked in wealth management as an Associate on J.P. Morgan’s Securities...
Nathan Wantland ANALYST Committed to client success, Nathan assists the deal team with advisory services, market research, and financial modeling. He previously interned at Cleveland Research Company, an independent equity research firm in Cleveland, Ohio, where he...
Megan Wertenberger Executive Assistant As Executive Assistant, Megan supports the leadership team at Copper Run with their long- and short-term strategic and business development initiatives. She provides direct support to Copper Run’s president and managing...
Ryan Wilson VICE PRESIDENT Ryan is responsible for deal execution leadership, building business relationships, and sourcing new opportunities for the firm. Prior to Copper Run, Ryan worked as a Corporate and Institutional Banking Analyst at PNC, where he utilized his...
Jamie Hays Controller Jamie began her work at Copper Run alongside Andy on the day it opened in April 2008. She is responsible for the accounting function for the firm along with the administration of monthly and annual financial reporting. A consultant to other...
Anne Remias HR DIRECTOR Dedicated to the people side of the business, Anne is responsible for the human resources function for the firm. Previously, Anne held HR roles with Hamilton Capital, Employers Resource Association, and Huntington National Bank. She is...
