Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry.
While advisors and sales teams use many signals to guide outreach, one of the strongest and most time-sensitive is often overlooked, the sale of a private business. A liquidity event instantly transforms business owners into high-net-worth individuals, creating a narrow window where the need for financial planning is at its peak.
We track more than 2,000 private company transactions each month in Dakota Marketplace and map those deals directly to key executives. This allows firms to gain a clear, actionable view into who has recently gone through a buyout and is likely navigating newfound liquidity, all in one place where you can view and act on every transaction.
Book a demo of Dakota Marketplace to source key executives and CEOs!
Top 10 CEOs in Chicago
1. Keith Schwartz - Bounteous
Bounteous is a digital experience consultancy that partners with leading brands to design and deliver transformative digital experiences. The firm combines strategy, experience design, technology, analytics, and marketing capabilities, with backing from investors including New Mountain Capital.
Keith Schwartz is the Chief Executive Officer and co-founder of Bounteous, where he leads the firm’s strategy and growth as a leading digital experience consultancy. With more than 30 years of experience in technology and digital transformation, he has played a central role in building Bounteous into a recognized partner for delivering innovative brand experiences.
View the full profile in Dakota Marketplace.
2. Tim McCarthy - Annuity Health LLC
Annuity Health LLC is a national healthcare accounts receivable management company focused on revenue cycle management (RCM) solutions for providers. The firm combines AI-driven technology with flexible workforce and collections services to improve operational efficiency and financial performance, with backing from investors including Longshore Capital Partners.
Tim McCarthy is the Chief Executive Officer of Annuity Health LLC, leading the company’s healthcare revenue cycle management strategy and operations. With more than 35 years of industry experience, he brings deep expertise from senior leadership roles across healthcare systems and consulting, shaping Annuity Health’s tailored, provider-focused solutions.
View the full profile in Dakota Marketplace.
3. Keith Kendrick - United Dental Partners
United Dental Partners is a dental support organization that provides non-clinical services to dental practices, allowing clinicians to focus on patient care. Founded in 2009 and headquartered in Chicago, the company supports 22 offices, more than 340 employees, and over 120,000 patients, with backing from investors including Calera Capital.
Keith S. Kendrick is the Chief Executive Officer and a Board Director of United Dental Partners, where he has led the organization since 2021. With more than 30 years of leadership experience across healthcare, financial services, and technology, he brings a broad, growth-oriented perspective shaped by senior roles at companies including MasterCard, AT&T, and JP Morgan Chase.
View the full profile in Dakota Marketplace.
4. Joe Vrankin - Puttshack
Puttshack is a technology-driven entertainment company offering an upscale mini-golf experience paired with globally inspired food and beverages. Founded in 2017, the company leverages its proprietary Trackaball™ technology to create interactive, automated gameplay and is rapidly expanding across major cities in the U.S. and U.K., with backing from investors including BlackRock and Promethean Investments.
Joe Vrankin is the Chief Executive Officer of Puttshack, based in the Chicago metro area. As CEO, he leads the company’s executive strategy and oversees its continued growth as a technology-driven social entertainment brand.
View the full profile in Dakota Marketplace.
5. Kerwin Brandt - SkinCure Oncology
SkinCure Oncology is a privately held healthcare company focused on non-invasive treatments for non-melanoma skin cancer. Its Image-Guided Superficial Radiation Therapy (IG-SRT) platform enables dermatology practices to deliver cancer center–level care in-office, with the company supporting more than 400 practices across 48 states and treating over 100,000 patients, backed by investors including H.I.G. Capital and Seacoast Capital Corp.
Kerwin J. Brandt is the Founder and Chief Executive Officer of SkinCure Oncology, where he leads the company’s strategy and growth in non-invasive skin cancer treatment. With more than 25 years of experience in healthcare finance and transactions, he has guided the development of SkinCure’s GentleCure™ IG-SRT platform and continues to lead the company following its acquisition by H.I.G. Capital.
View the full profile in Dakota Marketplace.
6. Shannon Werb - Array Behavioral Care
Array Behavioral Care is a leading provider of virtual psychiatry and therapy services, delivering integrated behavioral health solutions across the continuum of care from hospitals to homes. With more than 25 years of experience and accreditation from The Joint Commission, the company supports high-quality, coordinated care and is backed by investors including CVS Health, Wells Fargo Strategic Capital, Health Velocity Capital, Harbour Point Capital, and HLM Venture Partners.
Shannon Werb is the Chief Executive Officer of Array Behavioral Care, a leading provider of virtual psychiatry and therapy services. With more than 25 years of healthcare leadership experience, he brings deep expertise in scaling telehealth and integrating behavioral and physical care, having previously held senior roles at DispatchHealth, vRad, and Acuo Technologies.
View the full profile in Dakota Marketplace.
7. Amylu Foods
Amylu Foods is a Chicago-based food company specializing in all-natural, antibiotic-free chicken products, including sausages, burgers, and meatballs. The company focuses on clean-label, high-quality offerings for health-conscious consumers, with backing from investors including CDPQ, Ontario Teachers’ Pension Plan, AIMCo, Bain Capital, and The Carlyle Group.
Steven D. Zoll is the Chairman and Chief Executive Officer of Amylu Foods, where he leads the company’s strategy and nationwide growth in natural, fully cooked chicken products. A seasoned food industry executive, he brings deep leadership experience from prior roles at companies including Conagra Brands and Zoll Foods.
View the full profile in Dakota Marketplace.
8. Howard Migdal - GrubHub
Grubhub is a leading online food delivery platform that connects customers with local restaurants for delivery and pickup. Founded in 2004, the company has become a major player in the U.S. food delivery market and is backed by Just Eat Takeaway and Wonder Group.
Howard Migdal is the Chief Executive Officer of Grubhub, a leading U.S. online food delivery platform. Appointed in 2023, he brings more than 16 years of industry experience, including prior leadership as CEO of SkipTheDishes, where he drove growth and operational scale.
View the full profile in Dakota Marketplace.
9. Hendrik Isebaert - Showpad
Showpad is a revenue enablement platform that equips customer-facing teams with the content, training, and tools needed to engage prospects and customers effectively. By unifying sales and marketing content in a single platform, Showpad helps organizations deliver personalized experiences, with backing from investors including Dawn Capital, Insight Partners, Hummingbird Ventures, Korelya Capital, and Silicon Valley Bank.
Hendrik Isebaert is the Chief Executive Officer of Showpad, where he leads the company’s global strategy and growth as a sales enablement platform. Since joining in 2016, he has held multiple leadership roles and helped scale the business from $5 million to $100 million in annual recurring revenue.
View the full profile in Dakota Marketplace.
10. Vish Tadimety - Cybertech Systems, Inc
CyberTech Systems and Software Limited is a global provider of geospatial, networking, and enterprise IT solutions. The company serves a broad range of industries, including government, utilities, healthcare, telecom, and manufacturing, helping organizations improve efficiency, competitiveness, and operational performance.
Vish Tadimety is the Chairman and Chief Executive Officer of CyberTech Systems and Software Limited, where he leads the company’s global strategy across cloud transformation, SAP digitalization, and geospatial solutions. A co-founder of CyberTech, he has guided the firm’s long-term growth and expansion since its inception in 1994.
View the full profile in Dakota Marketplace.
Where Liquidity Events Become Prospecting Signals
Finding prospects may not be the challenge, it’s knowing when to reach them.
Private company transactions are one of the clearest signals of imminent need. They turn operating executives into newly liquid decision-makers almost overnight. Firms that align outreach to these moments gain a real advantage in timing, relevance, and conversion.
Dakota Marketplace delivers that edge.
Our combination of real-time private company transaction data and “likely to transact” signals allows RIAs and advisors to engage in timely, highly relevant outreach to individuals with newly acquired, or soon-to-be-acquired, wealth.
You’ll see all private company transactions in one place, updated continuously, so your team can prioritize outreach, engage with confidence, and convert at the right moment.
Book a demo of Dakota Marketplace to source key executives and CEOs!
