Your Trusted Partners in Capital Markets and Strategic Positioning

Rami serves as Senior Partner and Co-Founder of Zaidwood Capital, bringing deep expertise in M&A, capital raising, and go-to-market strategy. He began his career scaling a global construction-focused business that generated over $30 million in contracts, experience he now applies to institutional capital formation. To date, Rami has helped facilitate over $100 million in capital for clients across sectors. By integrating marketing and sales strategy with disciplined financial execution, Rami delivers differentiated outcomes in complex transactions. Drawing on guidance from experienced industry mentors, he plays a central role in shaping Zaidwood’s strategic direction and positioning the firm as a modern, execution-focused capital partner driving sustainable growth.

Today, Rami’s strategies are central to Zaidwood Capital, where he and his partners have facilitated over $100M in capital for clients. His innovative approach challenges outdated financial models, delivering transformative results and reshaping the landscape for diverse companies.
Transitioning from construction to finance, Rami leverages his proven success in generating contracts to bring a unique perspective to capital raising.

With the guidance of successful mentors who run firms of their own, with the blueprint for success in the new age financial space that separates Zaidwood from other firms. Together with co-founder Samuel and Bryann, he has positioned Zaidwood as a transformative force in finance, driving both transaction success and sustainable growth for clients. Rami’s deep industry knowledge and innovative strategies continue to deliver impactful results across sectors.

Samuel serves as Senior Partner, bringing deep expertise in M&A, capital formation, and strategic marketing. As a co-founder of Zaidwood Capital, he has executed complex transactions at scale and speed, including a $5.8 million roll-up in the gaming sector within six weeks and the rapid buildout of an $11.1 million pipeline in the marketing sector. He consistently generates nine-figure monthly deal flow for Zaidwood and its partners. By integrating institutional-grade marketing strategy with financial execution, Samuel enhances investor engagement and strengthens Zaidwood’s market positioning. Drawing on his background in healthcare consulting and guidance from experienced industry mentors, he delivers disciplined, differentiated outcomes and plays a central role in Zaidwood’s continued growth.

Samuel’s marketing-centric approach underpins Zaidwood’s success across M&A and deal origination. His talent for crafting persuasive investor narratives and understanding market dynamics ensures deals resonate with top-tier investors.Having transitioned from healthcare consulting to the financial sector, Samuel’s rare blend of marketing and finance makes him a trusted authority, consistently delivering impactful results for his clients.

With the guidance of successful mentors who run firms of their own, with the blueprint for success in the new age financial space that separates Zaidwood from other firms. Together with co-founder Rami, he is positioning Zaidwood as a transformative force in finance, driving both transaction success and sustainable growth.

Bryann serves as Managing Partner, bringing a proven track record in business development, M&A, and capital raising. He has scaled multiple companies to seven figures and generated over $80 million in revenue, while facilitating more than $35 million in transactions for partners prior to co-founding Zaidwood Capital. Leveraging deep financial acumen and strategic insight, Bryann guides clients through complex capital markets, designing tailored strategies that secure capital and accelerate growth. Drawing on the guidance of experienced mentors, he plays a central role in positioning Zaidwood as a transformative force in the financial industry, driving transaction success and long-term value creation.

As a co-founder of Zaidwood Capital, Bryann leverages his extensive background in M&A and capital raising to guide clients through the complexities of the financial landscape. His collaboration with seasoned mentors has equipped him with invaluable skills and insights, enabling him to craft tailored strategies that deliver results.

At Zaidwood, Bryann's innovative approach and tactical expertise are pivotal in helping clients secure capital and achieve sustainable growth. His commitment to transforming traditional financial models positions Zaidwood as a dynamic force in the industry, dedicated to driving transaction success and fostering long-term partnerships. With Bryann at the helm, Zaidwood Capital continues to reshape the financial landscape, unlocking new opportunities for diverse companies.

Que is an expert in M&A and capital raising, with a demonstrated history of securing over $50 million in high-value contracts. As Senior Partner at Zaidwood Capital, he builds strategic alliances with investors and founders, driving growth through a marketing-focused approach that strengthens clients’ market positions. Alongside co-founders Bryann, Rami, and Samuel, Que has facilitated over $100M in capital, reshaping the financial landscape and empowering businesses to succeed.

As Managing Partner at Zaidwood Capital, Que forges powerful alliances with investors and founders, building pathways to substantial growth. His marketing-focused strategy weaves compelling narratives that resonate with investors and elevate his clients’ market positions. Que’s ability to integrate financial acumen with visionary insights makes him indispensable to businesses ready to dominate their industries.

Backed by the mentorship of leaders in the new-age financial arena, Que continually redefines conventional finance to deliver high-impact results. Alongside co-founders Bryann, Rami, and Samuel. Que has propelled Zaidwood into a category of its own, facilitating over $100 million in capital for a diverse range of clients. His dynamic approach and innovative strategies are reshaping the financial landscape, empowering businesses to achieve immediate success.

Chris brings over 25 years of M&A experience across technology, telecommunications, and financial services. Having worked at Lehman Brothers and FFTW, he has directly collaborated with major organizations like IPREO, GoDaddy, and Fiserv, facilitating over $2 billion in deals and $700 million in financing. With a specialization in Technology M&A, sales, underwriting, and business development, Chris applies a strategic approach to sectors like fintech, SaaS, and blockchain, delivering impactful results for clients.

His core expertise encompasses:
• 15+ years in Technology M&A
• 20+ years in Consultative Sales and Solution Selling
• 20+ years in Negotiating, Underwriting, and Completing loans, credit facilities, equity investments, and transactions
• 25+ years of Leadership and Senior Management
• 25+ years of Growth Strategy and Business Development

With deep domain expertise in telecommunications, internet services, mobility, blockchain, fintech, financial services, SaaS, and digital media, Chris brings a unique and strategic perspective to each venture. His comprehensive approach and seasoned insight continue to drive transformative results, elevating clients across diverse sectors.

Richard is a seasoned M&A and corporate finance professional with over 20 years of experience across sectors such as IT Services, Software, Data Analytics, Advanced Communications, Cybersecurity, Cloud, Gov contracts/Defense, medtech and Life Sciences. He has successfully led over 35 transactions valued at more than $6.4 billion, including marquee deals such as Tree of Life’s sale to Kehe and ABB’s acquisition of Baldor Electric. With expertise in deal structuring, valuation, financial modeling, and corporate development, Richard brings a strategic approach to driving impactful results for clients in diverse and dynamic industries.

Peter is a seasoned M&A and capital raising expert with over 30 years of experience in sectors such as chemicals, oil and gas, industrial automation, and industrials. He began his career at JP Morgan and earned an MBA from Columbia University. Peter has successfully led over 100 transactions, ranging from a few million to several billion dollars, including notable deals with ABB, IDX, Volvo Aero, Phillips 66, Kone, and DuPont, totaling over $15.2 billion. He has also been involved in several IPOs, with a primary focus on M&A and capital raising.

Joe Brickman is a veteran executive in scaling and commercial strategy with deep proficiency across technology, energy, and venture advisory. As Managing Director at Zaidwood Capital, he leads transactions in the technology and energy sectors. In his role as Managing Partner at VentureDNA, he guided advisory efforts across $435M in transaction value for top-tier venture firms. As Chief Commercial Officer at NRS (a LexisNexis division), he co-led a successful private equity acquisition. At Morningstar, he grew ARR from $2M to $92M. Joe serves on the boards of the Boys & Girls Clubs of Chicago, The Field Museum, and The University of Chicago Cancer Research Foundation.

Dale is a distinguished authority in capital formation and brand development with over 30 years of dealmaking experience across high-growth markets. As a partner at Bailey Southwell & Co International, he drove substantial revenue growth and a dozen advisory mandates. He structured a $250M renewable energy transaction with Lehman Brothers' Osprey and commanded over $5M in capital as CEO of Project 37 Lexer, serving clients like Xerox, Disney, 20th Century Fox, and Anheuser-Busch. His consulting portfolio spans Y&R, McCann Erickson, CNN, and Coca-Cola, positioning clients as market leaders.

Fred McCurry is a disciplined dealmaker with extensive experience in high-ticket sales, account management, and team leadership. His foundation as a U.S. Marine Corps avionics technician instilled a precision and results-oriented approach that defines his sales methodology. Fred's career spans managing sales operations and leading teams across competitive markets, consistently exceeding targets while driving client acquisition and revenue growth. At Zaidwood Capital, Fred drives relationship management and deal structuring, applying his proven ability to accelerate transactions and maximize client outcomes.

Fred McCurry is Registered Representative of Finalis Securities LLC Member FINRA / SIPC

Eric is a proven dealmaker with over 15 years of experience in capital markets and deal orchestration. His background spans service as a United States Marine, real estate, and nationwide strategic initiatives. Eric's career accelerated while leading a healthcare roll-up for a private equity firm, where he integrated precision-driven frameworks with M&A delivery and built proprietary systems for sourcing investment partners. At Zaidwood Capital, Eric spearheads business development and transaction enablement, utilizing technology-driven engagements to accelerate deal velocity.

Julian is a results-driven sales strategist with over 5 years of experience in B2B and SaaS solutions. His proficiency spans revenue operations optimization, automation, and digital transformation across LATAM and U.S. markets. Julian's career is defined by his ability to thrive in competitive, fast-paced environments, consistently exceeding sales targets while building lasting client relationships. At Zaidwood Capital, Julian drives deal origination and acceleration, applying his documented track record in revenue enablement to deliver measurable outcomes for clients.

Joshua is a capital markets and deal evaluation specialist at Zaidwood Capital, bringing disciplined rigor to opportunity qualification for founders pursuing institutional-grade growth. With a background in high-value transaction management across the automotive sector, Joshua excels at pressure-testing business fundamentals and qualifying opportunities aligned with Zaidwood's network and investment thesis. He ensures only the strongest deals advance through the capital raising process, positioning clients for compelling M&A outcomes.

Taylor serves as Director of Operations, with over nine years of experience directing operational strategy and execution across complex, high-growth organizations. She has led operations for more than 400 clients and supported in excess of $2 billion in client revenue, developing scalable operating infrastructures that materially improve efficiency, profitability, and durability of growth.

Taylor is known for designing and enforcing disciplined operating models with exceptional organizational clarity. A rigorous operator and seasoned project leader, she executes with precision, timeliness, and accountability. Her leadership is fundamentally data-driven, centered on performance measurement, KPI governance, and financial discipline.

Deeply experienced in financial and operational reporting, Taylor aligns operational performance with enterprise-level objectives and builds resilient frameworks that empower teams and sustain long-term execution.

Harvey is the Founder of Legacy GTM and a core partner at Zaidwood Capital, where he leads outbound revenue strategy and execution. Through Legacy GTM, he builds scalable outbound systems that drive predictable pipeline, combining ICP strategy, cold email infrastructure, and full-funnel execution.

He previously served as Head of Client Delivery at a leading outbound agency, overseeing strategy for 30+ clients and managing a team of GTM engineers and SDRs. During this time, his team won Alex Hormozi’s $100M Money Model affiliate competition, generating over 6,000 leads, and drove millions in revenue across SaaS, agencies, and enterprise-focused offers.

Harvey is known for building disciplined, high-performance outbound engines at any scale - from high-touch ABM to high-volume systems - delivering consistent, measurable revenue outcomes.

Alexis Rivera Scott serves as Director of Capital Markets at Zaidwood Capital, where she leads the firm’s investor network development and capital markets initiatives.

Drawing on her background in sales, technology marketing, and brand strategy, Alexis brings a differentiated approach that combines relationship intelligence, strategic positioning, and access to influential networks. She is known for opening doors, aligning stakeholders, and accelerating high-quality investor conversations.

Prior to joining Zaidwood Capital, Alexis established a strong personal platform as a brand strategist and executive advisor. She has helped founders and operators enhance visibility, build trust, and position themselves for growth. She has cultivated a professional audience of over 99,000 on LinkedIn and has been recognized in The Wall Street Journal and Newsweek.At Zaidwood Capital, Alexis plays a central role in expanding the firm’s investor network and strengthening its position as a trusted partner in capital markets and transaction advisory.

Mahlon James serves as Director of Structured Credit & Merchant Solutions at Zaidwood Capital and as Founder and President of Minority Payment Solution LLC.

With more than two decades of experience in fintech, payment processing, and financial operations, Mahlon is a results-driven executive known for optimizing revenue cycles, strengthening cash flow, and delivering measurable growth. His leadership has scaled revenue from $11.4 million to $42.3 million.

Previously, he held senior roles including Vice President of Business Development and Director of Sales / VP of Partner Relations, where he managed partner networks, onboarded hundreds of merchants, and drove revenue performance through expertise in contract negotiation, collections, and payment infrastructure.

At Zaidwood Capital and Minority Payment Solution, he continues to build scalable operations and innovative solutions in the payments and financial technology space.