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Piper Sandler Adds Dan Wolf to Healthcare Investment Banking Team

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Piper Sandler has added Dan Wolf as a managing director in its healthcare investment banking group. Mr. Wolf will advise healthcare technology companies on mergers and acquisitions, strategic partnerships, and capital raising, strengthening the firm’s sector coverage.

Mr. Wolf brings more than 20 years of healthcare experience across investment banking, operating leadership, and strategic advisory roles. He previously served as chief financial officer of Theradaptive and founded Convergence Bio Advisors, advising healthcare companies and investors on M&A transactions. Earlier in his career, he held senior strategy and corporate development roles at Baxter International and spent more than a decade at Medtronic.

Piper Sandler is headquartered in Minneapolis.

O2 Promotes Thomas Girdler to VP

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O2 Investment Partners has promoted Thomas Girdler to Vice President, reflecting his performance and expanded responsibilities within the firm. The promotion follows another active year for O2 and supports its continued growth entering 2026.

Mr. Girdler has worked with portfolio company management teams, contributing to investment execution and ongoing portfolio support. He has been involved in evaluating new opportunities and advancing O2’s investment philosophy through hands-on collaboration with operating leadership.

In 2025, O2 completed 36 acquisitions and added four new team members.

O2 is headquartered in the Detroit suburb of Bloomfield Hills.

Lovell Minnick Promotes Three

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Lovell Minnick Partners, a financial services and fintech investor, has promoted Scott Shebelsky to Partner and appointed Alex Lovell and Roumi Zlateva to Principal. Ms. Zlateva was also named Head of Capital Markets as part of the firm’s senior leadership changes.

Mr. Shebelsky joined the firm in 2016 and has served as chief financial officer, overseeing finance, accounting, operations, and internal systems as the organization scaled. Mr. Lovell, who joined in 2021, focuses on sourcing, evaluating, and executing investments alongside portfolio company management teams. Ms. Zlateva joined in 2017 and has worked across investments, board roles, and strategic M&A initiatives.

Lovell Minnick Partners is headquartered in Philadelphia with offices in New York and Los Angeles.

Odyssey Announces Senior Promotions

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New York City-based Odyssey Investment Partners, an industrial and business services investor, has promoted Henry Bendit to managing principal. The firm also promoted Spencer Marks and Tyler Miller to vice president and elevated Eitan Lewittes and Isabelle Lotocki to senior associate.

Mr. Bendit serves on the boards of Protective Industrial Products, PSE Group, and The Planet Group.

“We are proud to promote Henry, who has made many outstanding contributions to Odyssey and our portfolio throughout his career,” said Brian Kwait, the CEO of Odyssey. “Since joining the firm as an Associate, Henry has proved himself as an effective leader of several investments, a trusted partner to our management teams, and a mentor to colleagues who are building their careers at Odyssey just as he has.”

Messrs. Marks and Miller advance from senior associate on the investment team, while Mr. Lewittes and Ms. Lotocki were promoted within the investment and finance groups, respectively. Nearly all investment professionals at Odyssey began their careers at the firm as associates.

“These well-earned promotions reflect our continued commitment to developing and retaining best-in-class talent,” added Mr. Kwait. “We look forward to each of them continuing to grow professionally at Odyssey through our apprenticeship model, which immerses colleagues in our buy, build and integrate investment strategy with a singular focus on delivering value to our investors.”

Portage Point Names Adam Pollak Head of Advisory

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Portage Point Partners has added Adam Pollak as head of advisory and a member of the executive leadership team. Pollak will oversee transaction advisory services, valuations, transaction execution services, office of the CFO, and performance improvement.

Clients use Portage Point for transaction advisory, valuation, interim management, investment banking, operational turnaround, and financial restructuring services supporting middle-market companies. The Chicago-headquartered firm was founded by Matthew Ray.

At Portage Point, Mr. Pollak will lead advisory integration and firmwide technology initiatives. Previously, he held senior leadership roles at KPMG Strategy and AlixPartners.

In October 2024, New Mountain Capital made a minority growth investment in Portage Point Partners.

Abacus Enters 15th Year with Series of Promotions

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Abacus Finance Group has promoted Seth Friedman and Eric Petersen from managing director to senior managing director and Greg Scanlon from senior associate to vice president.

Abacus specializes in financing sponsor-led transactions in the lower middle market. Since inception, the firm has closed more than $3.5 billion in financings and targets private debt investments of up to $60 million in companies with EBITDA between $2 million and $15 million.

In October 2025, Abacus closed its first Small Business Investment Company vehicle, Abacus Finance SBIC Fund I LP (Fund I), with $262.5 million in capital. The firm secured $87.5 million in private commitments and leveraged the U.S. Small Business Administration’s SBIC program to reach its hard-cap target. Fund I has already deployed approximately 40% of its capital and expects to invest the remainder over the next 9 to 18 months.

Tim Clifford
Tim Clifford

“Seth, Eric, and Greg are key members of what has become one of the strongest investment teams in our industry. As we celebrate our 15th year, our team’s experience continues to deepen, making us better prepared than ever to meet our goal of providing our customers with resources that deliver swift and efficient service,” said Tim Clifford, the CEO and founding partner of Abacus. “Their promotions reflect our long-standing commitment to fostering professional growth as we continue building an organization that delivers exceptional results for clients and stakeholders. The strength of our investment team and our ability to move quickly are important aspects of why clients can Count on Us™ and the effectiveness of our Total Partnership Approach™.”

Mr. Friedman joined Abacus in 2019 and serves as an investment committee member of the firm’s SBIC fund and leads its capital formation efforts. He has more than 25 years of experience in leveraged finance and investment banking in the lower middle market. Before joining Abacus, Mr. Friedman was a managing director at GB Capital where he led lower middle market business development. Earlier in his career, Mr. Friedman held senior roles at RLJ Credit Management, Perseus Finance and MetLife Investments, and previously worked at Brown Brothers Harriman, Mesirow Financial and LaSalle Bank.

Mr. Petersen joined the firm in 2013 and serves as an investment committee member and chief financial officer of the SBIC fund, while also leading business development efforts. He previously worked in leveraged finance at BNP Paribas and held private equity-backed operational roles at Chromalloy and GE Energy. Earlier in his career, Mr. Petersen spent more than 14 years as a naval officer and F/A-18 fighter pilot.

Mr. Scanlon joined Abacus in 2021 and is involved in structuring, underwriting, executing, monitoring and valuing investments. Prior to Abacus, Mr. Scanlon was an analyst in MetLife’s corporate private credit group.

Abacus is headquartered in New York City and maintains a second office in Portsmouth, New Hampshire. Abacus is an affiliate of New York Private Bank & Trust, which was founded in 1850.