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 Denver
1. Rob Garber – Sensera Systems
Recent Transaction: Venture Series B | 2/26/2026 | $27M
Sensera Systems has closed a $27 million Series B round led by 10 Atlantic Group, with participation from Egis Capital Partners and MUUS Asset Management, to accelerate growth in its AI-powered jobsite intelligence platform for the construction industry. The funding will support continued product innovation and expansion of its SiteCloud software, which delivers real-time, AI-driven video insights to help construction teams improve safety, efficiency, and project outcomes.
Rob Garber's leadership at Sensera Systems has been instrumental in the company's growth and innovation in the construction technology sector. His extensive experience in manufacturing and engineering operations, combined with his strategic vision, has positioned Sensera Systems as a leader in real-time jobsite intelligence solutions. Under his guidance, the company has secured significant investments and expanded its product offerings, demonstrating a strong commitment to enhancing project execution and outcomes for its clients.
View the full profile in Dakota Marketplace.
2. Chris Pearson – Agile Space Industries, Inc.
Recent Transaction: Series A Venture | 2/18/2026 | $17M
Agile Space Industries raised a $17 million Series A led by Caruso Ventures and Howdy Partners, with participation from Lockheed Martin Ventures and others, to scale manufacturing and testing capacity amid rising demand for its propulsion systems. Already cash-flow positive with approximately $60 million in contracted backlog, the company plans to use the growth capital to expand facilities, increase production volumes into the hundreds and thousands of units, and support a growing pipeline of commercial and defense space contracts.
Chris Pearson, CEO of Agile Space Industries, brings deep experience across the space industry and high-growth ventures, combining technical expertise with strategic leadership to scale advanced propulsion solutions. With a background spanning mathematics, engineering, and business administration, Pearson has helped position Agile as a fast-moving, execution-focused platform, fostering a culture of innovation, disciplined testing, and operational excellence as the company expands its role in next-generation in-space propulsion.
View the full profile in Dakota Marketplace.
3. Jim Schuster – Martin Technical, INC
Recent Transaction: Buyout/Private Equity | 2/18/2026 | Undisclosed
Herzig Engineering, a Copley Equity Partners-backed provider of electrical safety and compliance services, has acquired Martin Technical, a specialist in lockout/tagout, arc flash, and electrical reliability solutions, with financial terms undisclosed. The acquisition expands Herzig’s service capabilities and team, positioning the combined platform to deliver enhanced safety, training, and compliance solutions to a broader national customer base.
Jim Schuster's leadership at Martin Technical, Inc. has been marked by strategic growth initiatives, including key partnerships and acquisitions that have expanded the company's service capabilities and market reach. His focus on enhancing workplace safety and operational efficiency has positioned Martin Technical as a leader in the industrial safety sector.
View the full profile in Dakota Marketplace.
4. Jonathan E. Savoir – Vantage Data Centers
Recent Transaction: Credit | 2/10/2026 | $2.4B
Ares Management has arranged a $2.4 billion debt facility for Vantage Data Centers, committing approximately $1.6 billion of the total and funding $330 million at closing, to refinance existing debt and support continued expansion across its North America portfolio. The financing backs one of the region’s largest hyperscale data center platforms—spanning 17 campuses and more than 4 GW of IT capacity—positioned to meet accelerating demand from cloud and AI customers under long-term, investment-grade leases.
Jonathan E. Savoir's leadership at Vantage Data Centers has been marked by a focus on strategic growth and operational excellence. His ability to navigate the complexities of the data center industry has positioned Vantage as a key player in providing infrastructure solutions to major technology companies. Savoir's commitment to innovation and customer-centric strategies continues to drive the company's success in a rapidly evolving market.
View the full profile in Dakota Marketplace.
5. Gerry Plescia – Cross Country Infrastructure Services
Recent Transaction: Buyout/Private Equity | 2/9/2026 | Undisclosed
PSS Industrial Group and Cross Country Infrastructure Services have combined to form PSS Cross Country Infrastructure Solutions, creating a scaled national provider of equipment rental, specialty distribution, and field-level expertise supporting critical infrastructure construction and maintenance. The transaction expands the platform to more than 40 U.S. locations, positioning the combined company to serve energy, renewables, utilities, mining, and data center projects with a broader product offering and enhanced operational reach.
Gerry Plescia's strategic vision and leadership have been instrumental in transforming Cross Country Infrastructure Services into a diversified and growing entity in the construction and infrastructure sector. His focus on strategic acquisitions, rebranding, and operational efficiency has significantly expanded the company's market presence and service offerings. Plescia's leadership style emphasizes adaptability and proactive market engagement, positioning the company for continued success in a competitive industry.
View the full profile in Dakota Marketplace.
6. Ryan Moroney – CQG
Recent Transaction: Acquisition/Merger | 2/6/2026 | Undisclosed
Broadridge Financial Solutions has agreed to acquire CQG, a provider of futures and options trading, execution management, and market connectivity solutions, to expand its end-to-end trading capabilities across global derivatives markets. The transaction enhances Broadridge’s order management and connectivity platform with complementary execution, algorithmic trading, and analytics tools, further strengthening its multi-asset strategy across futures, FX, and digital assets, with terms undisclosed.
Ryan Moroney, CEO of CQG, leads with a clear focus on innovation, client-centric product development, and disciplined global expansion across the financial technology landscape. Drawing on deep expertise in market data and enterprise trading solutions, Moroney has strengthened CQG’s competitive positioning through strategic partnerships, continuous platform enhancement, and a culture that prioritizes employee growth, operational excellence, and long-term customer success in increasingly dynamic derivatives markets.
View the full profile in Dakota Marketplace.
7. Aaron Kamauu – Navidence, Inc.
Recent Transaction: Seed Venture | 1/27/2026 | Undisclosed
Navidence has raised a Series Seed round co-led by Nina Capital and Grand Ventures to advance its AI-native platform for designing and deploying clinical research studies using real-world data. The funding will support expansion of its Computable Operational Definitions (CODefs) technology, aimed at standardizing and streamlining how life sciences teams define, select, and operationalize real-world data for regulatory-grade research.
Dr. Aaron W. Kamauu, CEO of Navidence, brings a distinctive blend of clinical expertise, public health insight, and healthcare data strategy to the forefront of real-world evidence innovation. Through the development of the company’s Computable Operational Definitions (CODefs) platform, Kamauu has helped modernize how research teams translate study concepts into data-ready designs—streamlining workflows, improving reproducibility, and positioning Navidence as foundational infrastructure for real-world data–driven clinical research.
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8. Paul Koenig – SRS Acquiom
Recent Transaction: Buyout/Private Equity | 1/21/2026 | Undisclosed
Lovell Minnick Partners has closed a single-asset continuation vehicle for SRS Acquiom, led by Carlyle AlpInvest, extending its partnership with the M&A and loan agency services platform to support continued growth and international expansion. The transaction provides additional capital to fund strategic acquisitions, invest in technology and talent, and further scale SRS Acquiom’s tech-enabled solutions across global markets.
Paul Koenig, CEO of SRS Acquiom, combines deep expertise in corporate law with an entrepreneurial mindset to lead one of the market’s most established platforms for managing complex M&A and loan transactions. His leadership centers on strategic growth, operational rigor, and client-first innovation—guiding the expansion of SRS Acquiom’s escrow, payments, and post-closing administration capabilities while reinforcing its position as a trusted partner to private equity firms, venture capital sponsors, public companies, and selling shareholders.
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9. Jerome Fox – Think Bioscience
Recent Transaction: Series A Venture | 1/20/2026 | $55M
Think Bioscience has raised $55 million in an oversubscribed Series A round led by Regeneron Ventures, Innovation Endeavors, and Janus Henderson Investors to advance its pipeline of first-in-class small molecule programs targeting historically “undruggable” proteins. The funding will support development of its lead program focused on Noonan syndrome, as the company leverages its synthetic biology platform to unlock novel drug targets across a range of high-unmet-need diseases.
Jerome Fox's leadership at Think Bioscience has been pivotal in advancing the company's mission to revolutionize synthetic biology for the development of improved medicines. His academic background and research expertise have significantly contributed to the company's innovative approach in the biotechnology sector. His leadership style emphasizes interdisciplinary collaboration, innovation, and a strong commitment to addressing complex challenges in human health and environmental sustainability.
View the full profile in Dakota Marketplace.
10. Jason Day – StarRez
Recent Transaction: Buyout/Private Equity | 1/15/2026 | Undisclosed
StarRez has secured a strategic investment from Five Arrows, alongside continued backing from Vista Equity Partners, to accelerate global expansion and product innovation across its on- and off-campus student housing software platform. The transaction reinforces StarRez’s position as a mission-critical provider to universities and property managers worldwide, supporting further platform enhancement, international growth, and customer-focused development.
Jason Day, CEO of StarRez, brings deep experience in technology leadership, sales strategy, and global business development, positioning the company for continued expansion across the student housing software market. His leadership emphasizes customer-centric innovation, scalable growth, and high-performing teams—aligning StarRez’s product evolution and global partnerships with the evolving needs of universities and property managers worldwide.
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!
