ABOUT US

In our opinion, critical elements to providing sound advice come from experiences, a willingness to learn, and diversity. Each member of our team has followed a distinct path, giving us a view into mergers and acquisitions from all angles. These varying business perspectives include those of acquisition advisors, company owners, lenders, investors, internal strategists, accountants, and from within Fortune 500 companies. We have seen what works in successful engagements and how to predict and prevent problems in transactions. Such expertise means we can put ourselves in a client’s shoes and avoid the pitfalls from initial planning until long after the transaction has closed.

MEET THE TEAM

JOSHUA M. CURTIS

MANAGING DIRECTOR


Josh Curtis thrives in navigating the complexities of each transaction from inception to completion. He works directly with business leaders in ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions such as management buyouts, succession and exit planning, ESOP formations, capital sourcing, and leveraged recaps.

WADE KOZICH

SENIOR ADVISOR


Wade Kozich contributes to transactions and marketing as GBQ’s chief liaison in its affiliation with Footprint Capital. With more than 40 years of expertise working with middle market business owners, Wade brings invaluable and relatable experience to sell-side, buy-side, and succession planning engagements.

STEVE LUNDREGAN

SENIOR DIRECTOR


Steve Lundregan leads strategic engagements for Footprint Capital and guides clients through a variety of operations roll-outs, process management, and growth initiatives. His strategy background in Fortune 500 and academic environments enhance his distinct perspective in acquisition planning, strategic planning, integration, value enhancement, and operational excellence engagements.

GREG HICKS

VICE PRESIDENT


Greg Hicks has over 15 years experience as a private equity investor, investment banker, and business owner. He manages transactions and provides analytical and research support for Footprint client engagements.

JAMIE M. CURTIS

COMMUNICATIONS DIRECTOR


Jamie Curtis stimulates the creative vein of Footprint Capital. She leads marketing, communications, and public relations initiatives for the company, including brand management and development of written collateral and forward-facing brand assets.