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 CEOs in St. Louis
1. Grant Russell – Curate
Recent Transaction: Minority Growth Equity | 1/28/2026 | $10M
Curate Technologies, a hospitality platform offering white-labeled mobile ordering and loyalty experiences, raised $10 million in a funding round led by Kirk Brown, co-founder of ZoomInfo, with institutional backing from K5 Global and participation from NFL wide receiver Amon-Ra St. Brown and Pieology founder Carl Cheng. The capital will support Curate's expansion across multi-location restaurant brands and continued investment in its AI-powered marketing engine, commission-free direct ordering infrastructure, and loyalty platform.
Grant Russell's extensive experience in founding and leading technology-driven companies underscores his strategic vision and leadership capabilities. His role at Curate highlights his commitment to innovation in the event management sector, leveraging technology to enhance operational efficiency and client satisfaction. Russell's background in finance and accounting, coupled with his entrepreneurial success, positions him as a valuable asset in driving Curate's growth and industry impact.
View the full profile in Dakota Marketplace.
2. Andy Parham – Brado
Recent Transaction: Venture | 1/9/2026 | Undisclosed
Brado, a healthcare engagement and technology company, announced a strategic investment partnership with Santé Ventures, a healthcare and life sciences venture capital firm managing more than $1 billion in capital, to accelerate the growth of its AI-powered Conversational Engagement Platform. As part of the investment, Brado established a dedicated technology entity, Brado AI, to receive direct capital investment and expand the platform into additional clinical service lines including cardiology, oncology, and behavioral health.
Andy Parham is the CEO of Brado and Brado AI, where he has built the company into a recognized leader in healthcare consumer engagement by combining deep expertise in brand management, business development, and digital marketing with a focused vision for AI-driven patient navigation. A fellow of the Aspen Institute, Parham brings a strategic and innovation-forward approach to healthcare technology that has positioned Brado as a trusted partner for health systems seeking to extend provider reach and improve patient engagement.
View the full profile in Dakota Marketplace.
3. Chris Parker – Cofactor Genomics
Recent Transaction: Growth Equity | 12/15/2025 | Undisclosed
Cofactor Genomics announced strategic investments from Labcorp and Ascension Ventures to accelerate nationwide expansion of its OncoPrism® diagnostic, an RNA-based machine-learning assay that predicts patient response to immune checkpoint inhibitor therapy across multiple cancer types. The financing will leverage Labcorp's national diagnostics network and Ascension Ventures' reach across 13 major U.S. health systems to broaden patient access to OncoPrism while funding clinical evidence generation, health-system integration, and scaling of commercial and lab operations.
Chris Parker's extensive experience in biotechnology and diagnostics, coupled with his leadership roles at prominent companies, positions him as a strategic asset to Cofactor Genomics. His focus on accelerating the commercialization of OncoPrism aligns with the company's mission to enhance patient access to precision oncology treatments. Parker's leadership style emphasizes collaboration and innovation, aiming to drive growth and success in the evolving field of precision medicine.
View the full profile in Dakota Marketplace.
4. Reid Tuenge – 1st Choice Delivery, LLC
Recent Transaction: Buyout/Private Equity | 12/8/2025 | Undisclosed
Lanter Delivery Systems, a portfolio company of Audax Private Equity, acquired 1st Choice Delivery, a healthcare-focused last mile logistics platform, from Northern Pacific Group, which had grown the company's revenues more than twofold since its 2017 acquisition through organic growth, geographic expansion, and the acquisition of 4SameDay. The transaction positions 1st Choice within the broader Lanter platform to further scale its pharmaceutical delivery capabilities across new markets.
Reid Tuenge is the President and CEO of 1st Choice Delivery, where he has leveraged more than two decades of experience in strategic planning, business transformation, and corporate finance to build one of the leading pharmaceutical last mile delivery platforms in its operating regions. His operational and financial leadership, honed through prior roles at Save A Lot and Target Corporation, drove significant revenue growth and geographic expansion during 1st Choice's ownership under Northern Pacific Group.
View the full profile in Dakota Marketplace.
5. Todd Boyman – Hungry Planet
Recent Transaction: Strategic Acquisition | 12/3/2025 | Undisclosed
California-based Bettani Farms acquired three plant-based food brands — vegan cheese makers Stockeld Dreamery and Numu, and plant-based meat supplier Hungry Planet — bringing them under its newly formed Bettani Brands umbrella following a $6.5M raise after its rebrand from Climax Foods. The acquisitions expand Bettani's portfolio into dairy-free mozzarella, cultured cheeses, and meat alternatives while complementing its proprietary Caseed plant-based casein ingredient, as the company positions itself as a consolidator in an alternative protein sector marked by widespread M&A activity.
Todd Boyman is a seasoned entrepreneur with a strong background in global business development and sustainable food systems. As the Co-Founder and CEO of Hungry Planet, he has been instrumental in creating a diverse range of plant-based meat alternatives that appeal to a broad consumer base. His leadership has been pivotal in establishing strategic partnerships and expanding the company's reach in the plant-based food industry.
View the full profile in Dakota Marketplace.
6. Michael Finegan – Acera Surgical, Inc.
Recent Transaction: Strategic Acquisition | 11/20/2025 | $850M
Solventum entered into a definitive agreement to acquire Acera Surgical, a privately held bioscience company specializing in synthetic tissue matrices for regenerative wound care, for $725 million in cash plus up to $125 million in contingent payments tied to future milestones. The acquisition expands Solventum's advanced wound care portfolio into the fast-growing synthetic tissue matrices segment — a roughly $900 million U.S. market — leveraging Acera's proprietary Restrata® products and electrospinning technology platform alongside Solventum's existing wound care sales force and global commercial footprint.
Michael M. Finegan's extensive experience in the medical device industry, particularly in strategic leadership and business development, has been instrumental in driving growth and innovation at Acera Surgical. His leadership style emphasizes strategic alignment, innovation, and a patient-centric approach, positioning Acera for continued success in the regenerative medicine sector.
View the full profile in Dakota Marketplace.
7. Anthony Sardain – Cavela
Recent Transaction: Seed Ventures | 11/20/2025 | $6.6M
Cavela, a San Francisco-based AI-powered sourcing platform for e-commerce brands, raised $6.6 million in seed funding co-led by Susa Ventures and XYZ Venture Capital, with additional participation from Crossover Ventures, Go Global Ventures, and Propel Venture Partners. The capital will support the company's growth as it helps brands navigate tariff-driven supply chain disruption by combining AI agents, on-the-ground sourcing experts, and a network of more than 200,000 vetted global suppliers to compress a traditionally months-long procurement process into days.
Anthony Sardain's leadership at Cavela has significantly transformed the product sourcing landscape by integrating AI to automate complex processes, resulting in substantial cost savings and efficiency improvements for businesses. His extensive experience in global trade, combined with his technical expertise in AI, positions him as a visionary leader capable of driving innovation and growth in the supply chain sector. Sardain's strategic approach and commitment to leveraging technology to solve traditional industry challenges underscore his potential for continued success and impact in the field.
View the full profile in Dakota Marketplace.
8. Drew Winship – Juristat, Inc.
Recent Transaction: Minority Growth Equity | 11/20/2025 | Undisclosed
Juristat, a patent analytics and predictive data science platform serving IP professionals, secured a growth investment from Advantage Capital to accelerate product development, expand global patent data coverage, and build out generative AI capabilities for patent prosecution workflows. The funding will also support the establishment of a new headquarters in New Haven, Connecticut through Advantage Capital's InvestCT program, as Juristat continues to scale its platform — currently used by 42 of the top 100 patent law firms — following a prior private equity round in 2024.
Drew Winship's leadership at Juristat has been instrumental in transforming patent prosecution through data-driven solutions. His background in law and economics, combined with his entrepreneurial spirit, has enabled Juristat to become a leader in patent analytics and workflow automation. Under his guidance, the company has expanded its services and secured significant investment to fuel further growth. Winship's strategic vision and commitment to innovation position Juristat for continued success in the evolving legal tech landscape.
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!
