Meet our Team

AJ is an Associate Partner with nearly a decade of strategic consulting experience. Since joining the IGS team after attending Tufts University (B.A. Economics), AJ has performed critical functions across a variety of roles at IGS, including research assistant, associate, senior analyst, and consultant. He has completed over 150 client engagements across a broad spectrum of industries during his tenure. In his current role, AJ is responsible for leading teams in diligence and strategy reviews for private equity firms, investment banks, and corporate clients.

Abby joined IGS in 2021 and has since worked on buy-side, sell-side, and strategy engagements across a range of industries. Prior to IGS, Abby interned with the Strategic Partnerships team at Ahold Delhaize and helped streamline their assessment of potential partners.

Abby graduated from Washington and Lee University with a degree in Chemistry.

Adnan Akbari brings over 15 years of experience in executing top-line growth strategies, with a specialized focus developing price models to accelerate revenue and profit growth. His expertise spans both mid-sized organizations and Fortune 500 companies, consistently centered around aligning pricing strategies with customer value to unlock growth opportunities.

Before joining IGS, Adnan held roles in both management consulting and within Fortune 100 companies, where he played a key role in new product development, product–market fit evaluations, and leading initiatives for inorganic growth in addition to his core expertise in pricing.

He holds an MBA from the Tepper School of Business at Carnegie Mellon University and a Bachelor of Science from DePaul University.

Alex joined IGS in the summer of 2024 and leads due diligence and strategic projects across a variety of industries. Prior to joining IGS, Alex worked at The Clorox Company, where she led sales & marketing analytics across numerous brands.

Alex earned her MBA from the Tuck School of Business at Dartmouth and graduated with a BA, Joint Honours, in Political Science and International Development from McGill University.

Alok is a consultant at IGS, leading project teams on a variety of engagements such as: buy-side, sell-side, commercial due-diligence and strategy engagements.

Prior to joining IGS in 2023, Alok was heading operations for a Series B ride-share startup. He has also worked for Amazon, where he oversaw shipping and inventory logistics at various fulfillment centers.

Alok earned his MBA from the Marshall School of Business at USC and graduated as a Chemical Engineer from National Institute of Technology, Warangal.

Ana is a Partner with over 10 years of finance and strategy consulting experience. At IGS, Ana has led due diligence and strategy engagements across multiple industries including business and financial services, healthcare, telecommunications, industrial services and equipment, and consumer products.

Prior to joining IGS, Ana worked as a Summer Associate at Innova Capital, a mid-market private equity firm investing in Central and Eastern Europe, and as a Management Consultant in the oil and gas sector. She began her career as an Investment Banking Analyst at Morgan Stanley in London.

Ana holds an MBA from Harvard Business School and a BA in economics from Vassar College.

Anna joined IGS in 2020 and has since led project teams on buy-side, sell-side and strategy engagements across a range of industries including industrials, consumer products, B2B services. Prior to IGS, Anna worked in academic research.

Anna graduated from Boston College with a degree in International Studies.

Austin Carter is the Director of Business Development for IGS and started with the firm in 2024. He leads business development efforts, with a focus on supporting IGS' investment banking partners across all industries. His responsibilities include managing the firm's relationships with deal intermediaries, maximizing the flow of sell-side projects, and assisting in the firm's marketing efforts.

Austin has a background in finance and a deep experience on both the buy side and sell side. He was previously the Vice President of Business Development at Silver Oak Services Partners, a lower middle market private equity firm based in Evanston, Illinois. Austin was responsible for deal origination and driving the firm's marketing and business development efforts. Prior to Silver Oak Services Partners, Austin was a Vice President in Wells Fargo's Technology, Media, and Telecom Investment Banking team in New York City. Over the course of his investment banking career, he executed dozens of financial advisory assignments.

Austin holds a B.A. from Yale University. He resides in Chicago, IL.

Ben is a Partner with IGS and started with the firm as an intern in 2017. He leads teams for IGS's diligence and strategy engagements and has headed up projects across industries ranging from industrials / manufacturing, logistics and consumer goods to professional services and software, among others.

Ben has an engineering background and prior to joining IGS, he held a number of program management and manufacturing operations leadership roles with multinational aerospace and defense firm Cobham plc.

Ben earned his MBA from Harvard Business School and graduated cum laude with a BS in aerospace engineering from the University of Notre Dame.

Brian Fleming brings 20 years of private equity experience, both advising and working in PE, and he focuses on leading the firm's growth efforts across service lines, organically and through M&A. Brian has extensive experience helping clients throughout the investment lifecycle, from the buy-side to portfolio value creation initiatives to the sell-side, and he continues to actively lead client engagements in addition to coordinating the firm's growth efforts.

Brian previously worked as a private equity associate for Boston Ventures and as an investment banking analyst for Bear Stearns.

Brian earned his MBA from the Tuck School of Business at Dartmouth and graduated cum laude with an AB in economics from Dartmouth College.

Bryan has more than a decade of transaction advisory, strategic consulting and M&A experience. He is actively involved in the development of new client relationships and the management of due diligence and strategy engagements across a variety of industries.

Prior to joining IGS, Bryan worked across M&A, corporate finance, and strategy functions for Liberty Mutual Insurance at its global headquarters in Boston, MA.

Bryan holds an MBA from Harvard Business School and graduated cum laude with a BS in finance from Georgetown University.

Prior to IGS, Catherine worked in Transfer Pricing at PwC, where she provided international tax consulting to multinational firms with a focus on intellectual property valuation and migration. She served firms across a broad range of industries, including biotechnology and pharma, consumer retail, financial services and private equity, aerospace and defense, and agriculture. Catherine also interned at EY-Parthenon with a focus on private equity consulting for industrial and business services clients.

Catherine earned her MBA at the Tuck School of Business at Dartmouth, where she graduated as a Tuck Scholar. She also graduated summa cum laude from the University of Richmond with a BA in Philosophy and Business Administration with concentrations in Accounting and Economics.

Since joining IGS in 2016, Chad Benoit has worked on over 100 engagements in which he has designed market studies and led consulting teams to answer questions about the unique characteristics of a diverse set of industries. Through assessment of these dynamics, Chad advises clients on investment opportunities and informs their strategic initiatives.

Chad graduated cum laude from Harvard University with a BA in Social Studies.

Connor is a consultant at IGS, leading project teams on a variety of engagements such as: buy-side, sell-side, commercial due-diligence and strategy engagements.

Prior to joining IGS in 2024, Connor worked in environmental consulting at Roux Associates where he led the design, implementation, and monitoring of environmental remediation projects for energy and real estate clients.

Connor earned his MBA from the Tuck School of Business at Dartmouth College and graduated summa cum laude with a MS and BS in Environmental Engineering from Lehigh University.

DJ Fiore is a Data Scientist with the Decision Analytics team who works with clients to analyze large data sets and identify insights to inform growth and strategy decision-making.

Prior to joining IGS, DJ has worked as an economic development consultant for local governments, applying data science principles to design economic development plans and programming to strengthen local communities.

DJ has earned a Masters of Urban Planning and Policy from University of Illinois at Chicago and a Bachelor of Science from Northern Illinois University.

Dave Jones is a seasoned strategist, consultant, and data scientist, dedicated to driving growth through data-driven insights. Prior to joining IGS, Dave founded a healthcare data and consulting organization called Healthy Insights, focused on helping healthcare organizations with referral marketing, expansion strategies, and competitive intelligence.

Dave brings over 20 years of consulting and senior executive experience, including serving as the SVP of Strategy for ATI Physical Therapy.

Dave earned his M.B.A from the University of Chicago Booth School of Business and holds a double major with Distinction and High Honors in Finance and Economics from Iowa State University.

Derek is a Senior Consultant at IGS, leading project teams on buy-side, sell-side, and growth strategy engagements. His projects have provided actionable insights for clients across a variety of industries and investment strategies.

Prior to joining IGS, Derek interned at the Boston Consulting Group (BCG) with the private equity team at its global headquarters in Boston, MA.

Derek graduated magna cum laude with a BS in economics and finance from Bentley University.

Doug is a Consultant at IGS, leading project teams on buy-side, sell-side, and growth strategy engagements. Prior to joining IGS, Doug was a Brand Manager for several product lines at Ocean Spray Cranberries and a successful CPG startup operator with over 7 years of consumer products experience.

Doug holds an MBA from the University of North Carolina Kenan-Flagler Business School with a concentration in Finance and graduated from Bowdoin College with a BA in Government & Legal Studies.

Drew D'Amaro has more than 20 years of strategic consulting, investing, and operational experience. He has been at IGS since 2006, actively focuses on business development, and manages M&A due diligence projects and strategic growth initiatives across a wide range of industries.

Drew's prior experience includes work at a search fund and a decade in the networking and telecommunications industry that includes helping to develop several startups.

Drew graduated from Johns Hopkins University with a BS in biomedical engineering and electrical engineering.

Emmy is a consultant at IGS with experience managing project teams in commercial due diligence and growth strategy engagements across a variety of industries.

Prior to IGS, Emmy worked in people operations and talent acquisition at Angi (formerly Angie's List) in New York, growing their strategy, product management, and design teams following multiple mergers & acquisitions. Emmy also has experience in early-stage technology companies.

Emmy earned her MBA from the Tuck School of Business at Dartmouth and graduated from Emory University with a BA in Psychology & Spanish.

Hachem is a Partner at IGS with more than 15 years of strategic consulting, transaction advisory and operational experience; and focuses on driving the firm's efforts in the technology sector. He is a former BCG partner who brings significant experience advising private equity and corporate clients. He has deep expertise leading buy-side, sell-side, and portfolio value creation projects across vertical and horizontal software. He has also led large scale digital strategy & transformation efforts for corporate clients across industries.

Prior to BCG, Hachem led the portfolio operations team at B Capital Group, a tech focused VC firm, and managed the Northeast US and Australia regions at Lime, a leading micromobility player.

Hachem earned his MBA from the Wharton School of the University of Pennsylvania and graduated with a B.S. in aerospace engineering from MIT.

Since joining IGS in 2021, Holden has worked on buy-side, sell-side, and strategy engagements across a range of industries, including technology, healthcare, professional services, among others.

Holden graduated with an AB in Government from Dartmouth College.

Since joining IGS in 2022, Jack has worked on buy-side, sell-side, strategy, and go-to-market engagements across a range of industries, including technology, healthcare, manufacturing, professional services, and industrials / infrastructure, among others.

Jack's prior experience includes positions in the collateralized loan obligation team at a global asset manager, as well as in the private equity lending team at a private bank.

Jack holds a degree in Business Administration and Finance from The University of Vermont.

Since joining IGS in 2003, Jane Lannon has supported the firm’s growth by serving in roles across the organization. As Chief Operating Officer and Chief Financial Officer, she oversees the firm’s financial strategy, budgeting, risk management, and core operations, while driving initiatives that expand IGS’s impact.

She is a former principal of the strategic advisory firm The Parthenon Group and previously worked as a healthcare consultant for The Healthcare Management Council.

Jane holds an MBA with distinction from the Tuck School of Business at Dartmouth and graduated cum laude with an AB in psychology from Dartmouth College.

Jenn O'Hara focuses on internal operations, staffing, recruiting, and professional development. Since joining IGS as a Consultant in 2004, Jenn's industry experience has ranged from consumer products and specialty retail to healthcare and business services.

She previously worked as a senior associate in institutional asset management at Bernstein Investment Research and Management in New York City.

Jenn holds an MBA from the Tuck School of Business at Dartmouth and a BA in art history and economics from Bowdoin College.

Josh Ader is a consultant at IGS with experience managing project teams in commercial due diligence and growth strategy engagements across a variety of industries, including fintech and retail.

Prior to IGS, Josh worked for The Claro Group in Chicago, IL as a member of their disputes and investigations practice, advising commercial policy holders on complex insurance claims.

Josh earned his MBA from University of Chicago's Booth School of Business and graduated with a BS in Finance and Business Analytics from Indiana University.

Kate has over 15 years of experience in revenue growth management and price optimization. She spent years as a demand strategist, later specializing in revenue growth and portfolio management. Kate's strategic insights have led numerous large-scale companies to develop new methodologies, leading to meaningful breakthroughs in revenue growth.

Kate previously worked at Stanley Black & Decker's as a Sr. Revenue Growth Manager, where she designed and led the implementation of a tool that enabled the optimization of $500MM worth of rebate spend annually.

Katie is an Associate Partner at IGS, managing projects and teams in due diligence and strategic reviews for clients across a variety of industries. Prior to joining IGS, Katie worked in corporate development and strategy roles in enterprise technology and financial services companies, evaluating organic and inorganic expansion opportunities and leading internal business transformation initiatives.

Katie earned her MBA from the Tuck School of Business at Dartmouth and graduated with an BS in international political economy from Georgetown University.

Katie Hannigan leads talent acquisition at IGS, with a focus on MBA recruiting, training programs, professional development and firmwide operations initiatives. She supports the firm's hiring and development efforts to help strengthen both the employee experience and organization.

Prior to joining IGS, Katie worked in information technology recruiting at Overture Partners, serving clients across industries including healthcare, biotech, financial services, and higher education.

Katie earned her B.A. in Policy Studies and Art from Lafayette College.

Larry has more than 20 years' experience working with clients in telecommunications, software & technology, and manufacturing. During his long career, Larry has helped clients leverage competitive and market research to develop packaging and pricing strategies that deliver immediate revenue impact and sustain long-term growth. He is adept at building strong client relationships and focuses on delivering practical strategies for change management.

Larry's previous experience includes account management, product management, and project management.

Since joining IGS in 2018, Liam has led project teams on buy-side, sell-side and growth strategy engagements. His projects have covered a diverse set of industries, providing comprehensive insights for a range of investment decisions and corporate strategies.

Prior to joining IGS, Liam worked as an internal strategy analyst at M&T Bank as a part of their Management Development Program for recent college graduates.

Liam graduated from Bowdoin College with a degree in Government & Legal Studies.

Liz has over 10 years of market diligence and strategy consulting experience in industries as diverse as consumer products, healthcare services, telecommunications, industrial machinery, and financial services.

Prior to joining Investor Group Services, Liz was a Consultant at a strategy consulting firm in Boston, where she managed engagements for clients such as Coca-Cola, Harley Davidson, and The Hartford. Liz was also a Senior Analyst for a market intelligence firm focused on analyzing and improving customer relationships. Her career includes an international stint in Germany, where she worked as Product Manager for a leading glass manufacturer.

She holds an MBA from the Tuck School of Business at Dartmouth College and a BA in German from Holy Cross College.

Lori’s experience spans investment diligence across sectors and strategic advisory to portfolio companies. At IGS, she develops new client relationships and leads teams in diligence and strategy engagements for private equity and corporate clients in a range of industries.

Prior to IGS, Lori was an investment banker at Citi where she advised C-suite teams across sectors on M&A, capital markets transactions, optimizing debt levels and other financial strategy questions.

Lori earned her MBA from Harvard Business School and graduated summa cum laude with a BA in mathematics and economics from Colby College.

Madeline is a Consultant at IGS, leading project teams on buy-side, sell-side, and growth strategy engagements. Prior to joining IGS, Madeline was an associate at Cambridge Associates where she worked with institutional clients to design and implement private equity, venture capital, and real estate investment strategies. She also has experience working with early-stage, sustainability-focused startups in strategy and operations roles.

Matt is a consultant at IGS with experience supporting buy-side, sell-side, and strategic engagements across industries including healthcare, professional services, technology and industrial markets. Since joining IGS in 2021, Matt has contributed to 50+ engagements.

Matt graduated with an AB in Economics from Dartmouth College.

Matt Umscheid brings over 30 years of leadership experience across consulting, private equity and operating businesses.

Most recently Matt served as CEO for two private equity backed businesses, Envysion, a Video SaaS business, and then Nuvem, a Pharmacy Technology and Services business. He also held senior leadership roles at LogistiCare and Providence Service Corporation (now Modivcare), a healthcare and human services company.

Matt spent nearly nine years at Parthenon Capital working closely with investors and CEOs on due diligence and post-investment value creation initiatives. Matt started his career in consulting and worked at Arthur D. Little and then L.E.K Consulting.

Matt holds an MBA from The Tuck School at Dartmouth College and an Engineering Degree from The University of Notre Dame.

Mike is a Partner at IGS and has led buy-side due diligence, sell-side market studies, and portfolio company growth strategy engagements across a diverse range of industrials, energy, and consumer end markets.

Prior to joining IGS, Mike spent almost 10 years in strategy and management consulting, including 5 years as part of EY-Parthenon's private equity commercial diligence practice. Prior to consulting, Mike worked in the nonprofit sector focusing on evidence-based philanthropy for low-income children and families.

Mike earned his MBA with honors from Columbia Business School and graduated with a BA in Psychology and Economics from Williams College.

Mindy Berman brings over 25 years of strategic management experience to IGS, which she founded in 1998. Her leadership on strategy reviews, industry assessments, and due diligence studies enables clients to gain a comprehensive view of the marketplace and the foresight to make critical business decisions, particularly around acquisitions and investments. She has extensive experience helping clients develop smart strategic plans – enabling them to enhance growth and profitability.

Formerly a principal at The Parthenon Group, Mindy has a deep resume that includes clients in industries ranging from finance, publishing, and healthcare, to industrial machinery, telecommunications, and consumer products.

Mindy holds an MBA with distinction from Harvard Business School and graduated summa cum laude with a BA in history from Amherst College.

Navendu is a Consultant at IGS, where he leads project teams on buy-side, sell-side, and growth strategy engagements.

Prior to joining IGS, Navendu has over six years of experience in strategy and operations consulting, specializing in healthcare, life sciences and insurance industries. His work focused on go-to market strategy, pricing, forecasting, and corporate restructuring, helping organizations drive growth and efficiency.

Navendu holds an MBA from Tuck School of Business at Dartmouth and a BE in Production and Industrial Engineering from Delhi Technological University, New Delhi.

Since joining IGS in 2002, Pat Donahue has led due diligence work in diverse industries including industrial products, distribution, cloud services, and enthusiast markets such as outdoor recreation and automotive aftermarket. He also works with corporate clients to help them develop market entry strategies, create growth initiatives, and validate strategic direction changes.

Pat previously spent a year at SunGard Securities Processing leading the development of new securities trading systems, and five years in the U.S. Navy as a nuclear power plant supervisor.

Pat holds an MBA from the Tuck School of Business at Dartmouth and a BS in ocean engineering from the U.S. Naval Academy.

Patrick is an experienced pricing and sales strategist, focused on enabling clients to identify and act on EBITDA growth opportunities through pricing and sales improvements.

Prior to joining IGS, he worked as a leader in sales and analytics, then was a senior partner at Maple Street Advisors where he led the pricing team through a period of significant growth.

Patrick earned his MBA from Idaho State University and graduated with a degree in history from Brigham Young University – Idaho.

Peter is a Partner at IGS and manages teams in due diligence and strategy reviews for private equity and corporate clients serving a variety of industries. Prior to joining IGS, Peter worked in Davy Group (Dublin, Ireland) as part of the Portfolio Construction team, focusing on equity research, investment selection, and asset allocation.

He holds an MBA with distinction from Boston College and graduated summa cum laude with a Bachelor of Commerce from the National University of Ireland Galway.

Pradeep Ghosh is a growth & innovation strategy and commercialization leader with 18+ years of consulting, industry, and entrepreneurial experience. He has advised senior leaders and front-line operators across industries from Fortune 500 companies to PE portfolio companies and venture-backed startups on accelerating time-to-market and market acceptance & adoption of new products, services, and technologies.

Prior to IGS, Pradeep founded Plus Alpha Group, a growth advisory firm that turned growth intelligence into pragmatic go-to-market solutions for business and sales leaders. Pradeep also held executive roles at Solidia Technologies and USG Corporation leading corporate strategy, technology commercialization and business development.

Pradeep holds a BS in biomedical engineering & chemical engineering from Johns Hopkins University.

Since joining IGS in 2017, Raymond has worked on over 200 engagements in which he has led teams to advise clients exploring investment opportunities and strategic plans. His projects have covered a diverse set of industries, providing comprehensive insights into market-level dynamics and company-specific strategies.

Raymond graduated cum laude with a B.A. in history from Amherst College.

Rik Moore joined IGS in 2023 and oversees the financial and accounting operations of the company as Finance Manager. He focuses on accounts receivable, accounts payable, financial reporting, financial controls, and financial planning and analysis.

He is the former Vice President of Finance and Administration of the national disability employment services organization, NTI, Inc., where he worked for 18 years. He has also provided consulting services to several early stage companies in the areas of finance, accounting, human resources, and payroll.

Rik holds an M.B.A. from Southern New Hampshire University and graduated with a B.A. in Communication Arts from Allegheny College.

Rob Lordi is one of the original managing partners of IGS and now serves as a Senior Advisor. Rob has led over a thousand of market due diligence engagements and market strategy reviews for investor clients and corporate senior management, spanning a variety of industries including industrial and building products, consumer products and services, healthcare, and business and financial services.

Prior to joining IGS in 2000, Rob spent over a decade at PricewaterhouseCoopers LLP, where he served as the engagement leader for many of the firm’s global financial clients.

Rob holds an MBA from Harvard Business School and a BS from Boston College. Rob is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA).

Sam is an Associate Partner at IGS, leading project teams on buy-side, sell-side, and growth strategy engagements across a variety of industries (technology, consumer products, industrials, and healthcare, among others).

Prior to joining IGS in 2022, Sam worked at NEPC, an independent investment consulting firm. At NEPC, Sam worked within the Outsourced Chief Financial Officer (OCIO) practice group, where he helped manage investment portfolios for pensions, endowments, and family offices across a wide range of asset classes (equities, fixed income, private equity, and other alternative investments).

Sam graduated magna cum laude with a BA in economics and business from Brandeis University and is a Certified Financial Analyst (CFA).

Trevor has nearly ten years of transaction advisory, strategic consulting, and operating experience. At IGS, he has completed numerous client engagements across a broad spectrum of industries. In his current role, Trevor is responsible for leading teams in diligence, value creation, and strategy reviews for private equity firms and corporate clients.

Prior to IGS Trevor worked in strategic finance at PepsiCo, with experience ranging from revenue management, supply chain, eCommerce, and financial planning.

Trevor earned his MBA from Yale School of Management and graduated magna cum laude with a BA in economics and psychology from Middlebury College.

Zach Casavant has more than 15 years of transaction advisory and strategic consulting experience. Since joining the IGS team in 2005, Zach has led hundreds of M&A diligence and market strategy engagements across a diverse set of industries including technology and software, business services, industrial manufacturing and distribution, healthcare, and consumer products, among others. Zach is also actively involved in the development of new client relationships.

Zach's prior experience includes positions in middle market investment banking as well as in the strategy and analytics group of a global marketing and advertising agency.

Zach holds an MBA from Cornell University and an AB from Brown University.

Zach is a consultant at IGS with experience leading teams on buy-side, sell-side, and strategy engagements across diverse industries. Since joining IGS in 2022, he has successfully completed over 50 engagements, delivering actionable insights to private equity and corporate clients.

Before IGS, Zach gained valuable experience as a private markets analyst at a multi-family office and worked in Goldman Sachs' compliance and surveillance division.

Zach holds a degree in Finance and Management from Bentley University.