We Deliver on Every ENGAGEMENT

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ASSIGNMENTS SINCE 2010

$0B+

IN TRANSACTIONS

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EMPLOYEES

IN·TRIN·SIC /inˈtrinzik/

native, innate, natural, true, real; see: essential

IN·TRIN·SIC
/inˈtrinzik,inˈtrinsik/

belonging naturally; essential. "access to the arts is intrinsic to a high quality of life"

Tenured experts with diversified experience

Intrinsic is a fast-growing, highly collaborative team of financial experts. We bring diversified experience from roles within Big 4 accounting firms, international valuation firms, private equity, family offices, C-suite executive leadership, investment banking, and M7 staff.

And while the breadth and depth of our expertise is extensive, what sets us apart is how we execute on behalf of our clients.

We do what we say and we deliver on every engagement. Since 2010, we have architected the firm by carefully listening to the needs of our clients and committing to their success.

TEAMS

Beyond consistently producing great work product on tight deadlines, their people are the reason we continue to go back to Intrinsic time and again.  They are smart, hard-working, thorough, humble while being meticulous and respectful both in their interactions with us and with the diligence target.

Steve Johnson, Partner

Crest Rock Partners

A best-in-class team invested in your success

Every member of our team is personally invested in successful outcomes for our clients.

Transaction Advisory Services Team

Aiden Sadri

Associate

Aiden Sadri

Associate

SEE BIO

Alex Benton

Senior Associate

Alex Benton

Senior Associate

SEE BIO

Alex Klein

Senior Associate

Alex Klein

Senior Associate

SEE BIO

Ali Flores

Director

Ali Flores

Director

SEE BIO

Andrew Sentman

Associate

Austin Pham

Senior Associate

Austin Pham

Senior Associate

SEE BIO

Bart Kozmic

Director

Bart Kozmic

Director

SEE BIO

Blake George

Associate

Blake George

Associate

SEE BIO

Brett Bocciardi

Senior Associate

Brett Bocciardi

Senior Associate

SEE BIO

Dan Brott

Director

Dan Brott

Director

SEE BIO

Dan Misencik

Vice President

Dan Misencik

Vice President

SEE BIO

Daniel Naes

Senior Associate

Daniel Naes

Senior Associate

SEE BIO

Dylan Barnes

Vice President

Dylan Barnes

Vice President

SEE BIO

Hasty Moran

Vice President

Hasty Moran

Vice President

SEE BIO

Helen Dixon

Managing Director

Helen Dixon

Managing Director

SEE BIO

Ivan Wu

Senior Associate

Ivan Wu

Senior Associate

SEE BIO

Jack Melgaard

Director
Jared Cruise | Meet The Intrinsic Team & Board of Directors | Intrinsic

Jared Cruise

Senior Director

Jared Cruise

Senior Director

SEE BIO

Jason Havinga

Senior Director

Jason Havinga

Senior Director

SEE BIO

Kate Landis

Senior Associate

Kate Landis

Senior Associate

SEE BIO

Keaton Schifer

Vice President

Keaton Schifer

Vice President

SEE BIO
Kevin Winters | Meet The Intrinsic Team & Board of Directors | Intrinsic

Kevin Winters

Managing Director

Kevin Winters

Managing Director

SEE BIO

Lizzie Mestre

Senior Associate

Lizzie Mestre

Senior Associate

SEE BIO
Matt Bogle | Meet The Intrinsic Team & Board of Directors | Intrinsic

Matthew Bogle

Managing Director

Matthew Bogle

Managing Director

SEE BIO

Matthew Carlsson

Senior Associate

Matthew Carlsson

Senior Associate

SEE BIO

Michael Schillinger

Vice President

Michael Schillinger

Vice President

SEE BIO

Mike Eggert

Vice President

Mike Eggert

Vice President

SEE BIO

Nate Krier

Vice President

Nate Krier

Vice President

SEE BIO

Rob Carlykke

Senior Director

Rob Carlykke

Senior Director

SEE BIO

Ron Munkittrick

Senior Associate

Ron Munkittrick

Senior Associate

SEE BIO
Stephen Powers | Meet The Intrinsic Team & Board of Directors | Intrinsic

Stephen Powers

Managing Director

Stephen Powers

Managing Director

SEE BIO

Tess Creer

Senior Associate

Tess Creer

Senior Associate

SEE BIO

Trent LaPorte

Associate

Tri Phan

Vice President

Tri Phan

Vice President

SEE BIO

Wyatt Verity

Senior Associate

Wyatt Verity

Senior Associate

SEE BIO

Financial & Accounting Advisory Team

Alisa Snow

Managing Director

Alisa Snow

Managing Director

SEE BIO

Wendy Fraulo

Managing Director

Wendy Fraulo

Managing Director

SEE BIO

Valuation Services Team

Brendan Moore

Associate

Chris Wolf

Director

Chris Wolf

Director

SEE BIO

James Watson

Vice President

James Watson

Vice President

SEE BIO

Lokesh Gadwal

Senior Associate

Lokesh Gadwal

Senior Associate

SEE BIO

Parita Shukla

Director

Tim Frehner

Managing Director

Tim Frehner

Managing Director

SEE BIO

Intrinsic OPERATIONS TEAM

Dan Kahn | Meet The Intrinsic Team & Board of Directors | Intrinsic

Dan Kahn

Co - Chief Executive Officer

Dan Kahn

Co - Chief Executive Officer

SEE BIO

Fran Adams

Manager, People & Firm Operations

Fran Adams

Manager, People & Firm Operations

SEE BIO

Kaylin Wax

Chief Financial Officer

Kaylin Wax

Chief Financial Officer

SEE BIO

Matthew Moore

Controller

Matthew Moore

Controller

SEE BIO

Siobhan Maio

Co - Chief Executive Officer

Siobhan Maio

Co - Chief Executive Officer

SEE BIO

Intrinsic Board Members

Our business is shaped and guided by a highly informed group of investors, some of the most accomplished professionals and academics in the fields of private equity and entrepreneurial finance.

Alex Hurst

Alex Hurst

Director

Alex Hurst

Director

SEE BIO
Erik Zimmer | Meet The Intrinsic Team & Board of Directors | Intrinsic

Erik Zimmer

Director

Erik Zimmer

Director

SEE BIO

Will Mesdag

Chairman

Will Mesdag

Chairman

SEE BIO

Ongoing Education

As a majority employee-owned company, we empower our professionals to focus on what’s most important to our clients. Our team members are true craftsmen dedicated to the lifelong practice of building their trade.

As such, we support ongoing education toward industry-leading credentials and proficiency in emerging trends, regulatory requirements, and strategic matters of concern to our clients and to our own best practices.

JOIN OUR TALENTED TEAM

Our company approach is to attract, cultivate, and reward highly talented professionals by providing accelerated professional development, a collaborative environment, rapid growth opportunities, and company ownership.