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 Philadelphia
1. Jorge Valladares – Triumph Group Inc
Triumph Group, Inc. is a Radnor, Pennsylvania–based aerospace company that designs, manufactures, and overhauls aircraft structures, systems, and components for commercial, regional, business, and military aviation customers. Operating through its Systems & Support and Interiors segments, the company provides integrated aerospace solutions ranging from proprietary subsystems and complex assemblies to insulation, composites, and aircraft interior components for major OEMs and airlines. Its most recent transaction date was 7/24/2025 for $3B with participation from Warburg Pincus, Berkshire Partners, Goldman Sachs Group Inc, Skadden, Lazard, Kirkland & Ellis LLP and Covington & Burling LLP.
Jorge L. Valladares III is the President and Chief Executive Officer of Triumph Group, Inc., bringing deep operational leadership experience across the aerospace and defense sector. He joined the company in 2025 after serving as Chief Operating Officer at TransDigm Inc., where he held multiple senior roles overseeing power, control, and engineered components businesses.
View the full profile in Dakota Marketplace.
2. Geof McKernan – Ignyte Insurance
Ignyte Insurance is a Conshohocken, Pennsylvania–based specialty insurance platform that acquires and scales niche insurance businesses across North America and Europe. The firm supports its portfolio brands with industry expertise and operational resources to drive growth and expand market reach. Its most recent transaction date was 10/31/2025 for $615M with participation from Philadelphia Insurance Companies, Troutman Pepper Locke LLP and Wachtell, Lipton, Rosen & Katz.
Geof McKernan is the Founder and CEO of Ignyte Insurance, bringing more than 35 years of leadership experience in the specialty insurance sector. After co-founding and scaling NSM Insurance Group into a global platform, he launched Ignyte in 2025 to acquire and accelerate high-performing specialty insurance brands worldwide.
View the full profile in Dakota Marketplace.
3. HP Nanda – Arcwood Environmental
Arcwood Environmental is a provider of sustainable waste management and environmental services, offering solutions that span transportation, treatment, disposal, emergency response, and compliance support. The company serves industrial clients across sectors such as pharmaceuticals, chemicals, manufacturing, and energy, with a focus on environmental stewardship and safety. Its most recent transaction date was 1/7/2026 with participation from MXI and EQT Group.
HP Nanda is the Chief Executive Officer of Arcwood Environmental, leading the company’s efforts to deliver compliant, innovative solutions to complex environmental challenges across industrial sectors. Under his leadership, Arcwood has expanded its national footprint and capabilities as a trusted provider of environmental services.
View the full profile in Dakota Marketplace.
4. Matt Morgan – Access Medical Clinic
Access Medical Clinic is a multi-state healthcare provider offering primary care, urgent care, and occupational health services through a broad network of clinics. The organization emphasizes accessible, patient-centered care with walk-in availability, preventive services, and online scheduling across its locations.
Matt Morgan is the Chief Executive Officer of Access Medical Clinic, bringing more than 20 years of leadership experience across healthcare services and provider operations. He has previously led organizations in primary care, dental services, home health, hospice, and addiction treatment, with a focus on operational scale and quality patient outcomes.
View the full profile in Dakota Marketplace.
5. Brian Larkin – Comar
Comar is a contract manufacturing partner that provides primary packaging and dispensing solutions for health and wellness markets. The company supports customers across medical, pharmaceutical, diagnostics, and consumer sectors with services spanning design, molding, automation, and regulatory-compliant manufacturing. Its most recent transaction date was 11/4/2025 with participation from Precision Concepts International LLC, The Sterling Group, Evercore Inc, Latham & Watkins LLP, Guggenheim Securities Investment Banking, Jones Day LLP and Everberg Capital.
Brian Larkin is the President and Chief Executive Officer of Comar, bringing more than 30 years of leadership experience across healthcare manufacturing and medical devices. He has held senior roles at both public and private equity–backed companies, including SP Industries, Becton Dickinson, LifeCell, and Integra LifeSciences, with a focus on scaling regulated manufacturing businesses.
View the full profile in Dakota Marketplace.
6. Art Dodge III – Ecore International
Ecore International is a manufacturer specializing in rubber flooring products for the construction, consumer, commercial, industrial, and leisure markets. The company transforms scrap tires and other chemical waste materials into reclaimed flooring materials, providing ergonomic and acoustic surfaces to its clients. Key investors include General Atlantic and Element Partners.
Art Dodge III is the Chairman, President, and Chief Executive Officer of Ecore International, where he has led the company since 1989. Under his long-tenured leadership, Ecore has become a leader in recycled rubber products, advancing sustainability and circular-economy solutions across performance flooring and materials markets.
View the full profile in Dakota Marketplace.
7. Victor Palladino – Unified Door and Hardware Group, LLC
Unified Door and Hardware Group, LLC is a nationwide provider of integrated door, hardware, and security solutions for new construction and aftermarket projects. The company delivers end-to-end services—from design and distribution to installation and ongoing support—across commercial, institutional, and specialty real estate sectors. Key investor is Dunes Point Capital, LP.
Victor Palladino is the Chief Executive Officer of Unified Door and Hardware Group, LLC, leading the company’s growth as a national provider of commercial door, hardware, and security solutions. Under his leadership, the firm has expanded through strategic acquisitions and strengthened its position across multiple end markets.
View the full profile in Dakota Marketplace.
8. Mike Menta – Red Nucleus
Red Nucleus is a Yardley, Pennsylvania–based professional training company that delivers marketing learning systems and workshops for the life sciences industry. The firm supports commercial and medical teams with digital learning, advisory, and scientific services designed to strengthen clinical knowledge and customer engagement. Its most recent transaction date was 2/2/2026 with participation from Bridge Medical Consulting and Thomas H. Lee Partners (THL).
Mike Menta is the Chief Executive Officer of Red Nucleus, leading the company’s delivery of digital learning, content, and performance solutions for the life sciences industry. Under his leadership, Red Nucleus has expanded its global footprint and strengthened its position as a focused training partner for life sciences organizations.
View the full profile in Dakota Marketplace.
9. Mike Hagan – Nutrisystem, Inc.
Nutrisystem, Inc. is a provider of health, wellness, and weight management products and services, offering monthly meal plans that include portion-controlled breakfasts, lunches, dinners, and snacks, complemented by live counseling options to assist clients in achieving weight loss and lifestyle transformation. Key investor is Kainos Capital.
Michael J. Hagan is a seasoned executive and board leader with extensive experience across public companies, private equity, and growth-stage businesses. He has held multiple CEO and chairman roles, including at NutriSystem, LifeShield, and Verticalnet, and currently serves as Lead Independent Director of FS KKR Capital Corp.
View the full profile in Dakota Marketplace.
10. Chad Holzer – Accupac
Accupac is a contract manufacturer specializing in the production of topical pharmaceutical products, including creams, ointments, gels, and lotions. They serve pharmaceutical and personal care companies by providing high-quality manufacturing services that meet regulatory standards. Key investor is Palladium Equity Partners, LLC.
Chad Holzer is the Chief Executive Officer of Accupac, leading the company’s outsourced manufacturing and packaging platform serving the personal care and beauty markets. He brings broad operational and commercial leadership experience from specialty chemicals, packaging, and engineered materials businesses, with prior senior roles at Flint Group and Dow Chemical.
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!
