Fearless Advocates
for Entrepreneur
Owner-Managers

Our core team’s longevity of working together for decades at Bigelow is remarkable.

Creative Ideas Thrive in Diversity

Our swarm strategy brings together Bigelow professionals with different backgrounds and ways of thinking to make connections across seemingly unrelated concepts. This very purposeful team design means partners lead every engagement.

Unlike most firms with which we compete, we are independently owned. As Entrepreneur Owner-Managers ourselves, we share our clients' independent point of view, and we bring the same Grit and Zest to our advocacy for them that they demonstrate in the leadership of their enterprises.

We have deliberately built our unique team of senior, experienced professionals with the specific knowledge base to work effectively at the intersection of positive psychology and finance.

In order to concentrate our team's energy, creativity and talent, Bigelow only engages in a select number of relationships each year. To learn more about how we could bring great value to your business and your legacy we welcome you to contact us directly.

Peter R. Worrell

Managing Director & Co-Chief Executive Officer

35+ Years of M+A Experience

35+ Years at Bigelow

Profile

Robert E. MacLeod

Managing Director & Co-Chief Executive Officer

25 Years of M+A Experience

20 Years at Bigelow

Profile

Stephen R. McGee

Managing Director

25 Years of M+A Experience

8 Years at Bigelow

Profile

Denise C. Burke

Managing Director & Chief Operating Officer

30+ Years of Financial Experience

9 Years at Bigelow

Profile

Marisa B. Lister

Director of Client Services

18 Years of Client Services Experience

13 Years at Bigelow

Profile

Warren L. Widener

Director

15 Years of M+A Experience

8 Years at Bigelow

Profile

Ryan P. Tracey

Vice President

12 Years of M+A Experience

4 Years at Bigelow

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Christopher D. Fincke

Vice President

12 Years of Financial Management Experience

2 Years at Bigelow

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R. Taylor Breed

Senior Associate

8 Years of Financial Management Experience

2 Years at Bigelow

Profile

Ryan D. Lavin

Associate

6 Years of Financial Management Experience

1 Year at Bigelow

Profile

Paula J. Cannon

Executive Assistant / Internal Operations

15 Years of Internal Operations Experience

4 Years at Bigelow

Profile

Amanda L. Sylvester

Client Services

7 Years of Client Services Experience

3 Years at Bigelow

Profile

Sophie A. Southworth

Client Services

5 Years of Client Services Experience

1 Year at Bigelow

Profile

David C. Linton

Senior Advisor

35+ Years of M+A Experience

35+ Years at Bigelow

Profile

Richard C. Kimball

Senior Advisor

35+ Years of M+A Experience

35+ Years at Bigelow

Profile