Brian founded Pendo in March 2009 and leads the firms overall operations and strategic direction, while managing certain client relationships including family-owned businesses, ESOPs, and asset managers including private equity, venture capital, and hedge funds.
Prior to forming Pendo, Brian was a senior professional at Duff & Phelps focused on investment banking and business valuation services including fairness & solvency opinions, ESOP advisory, and mergers & acquisition advisory. In addition Brian helped form Duff & Phelps’ Chicago private equity services valuation practice.
Brian began his career with Morgan Stanley in Chicago, before joining the private equity firm AGL Capital Investments, LLC (“AGL”) in Denver, CO. Brian’s role at AGL included analyzing and facilitating middle market leveraged buyouts and late stage venture capital investments. In particular Brian was active with portfolio company investments including ApartmentSearch.com (subsequently sold to a subsidiary of Berkshire Hathaway), Colorado Cinemas (sold to Providence Equity Partners), The Meyers Group (sold to Hanley Wood), and US Online.
Brian resides in Chicago with his wife Marilynn and three children. He has a BS from the Indiana University Kelley School of Business and an MBA from the University of Colorado.
Brian is a member of the Association for Corporate Growth and the ESOP Association.