Our Team

Gregory L. Potts
Managing Director, Chicago
Having led financing and merger and acquisition efforts across a broad range of industries, and on both sides of the table, Greg Potts is a transaction specialist. His ability to understand both the strategic underpinnings of a transaction as well as the financial possibilities, has fueled his ability to work through obstacles and close deals, whether it is financing and fundings, business sales and purchases or turnarounds.

Matthew Gordon
Managing Director, New York
Matt Gordon is an investment banking professional. His philosophy is to help clients realize extraordinary value through the flawless planning and execution of liquidity/exit events, financings and the acquisition of strategically complementary businesses and assets that foster aggressive sustainable growth...

Ben Bergman
Director, New York
Ben Bergman's business is connecting. Whether it is connecting growing businesses with capital, or employers with mission-critical talent, Ben makes it his business to connect his clients with the assets they need most, in an efficient, value creative manner.

Lynette J. Yen
Director, New York
Lynette's focus is in assisting clients with their capital raising needs. For each and every engagement, Lynette utilizes her prolific network of contacts throughout the international capital markets, as well as her insatiable drive and enthusiasm to ensure that no stone is left unturned in helping a client meet and exceed its goals.

We prize hands on
experience and
ongoing training.
When we meet an obstacle
in the marketplace,
chances are our staff has
seen it all before.

-Oak Street Advisors    

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