Having completed over 155 successful engagements for clients over 25+ years, Brian Greenberg is one of the most experienced investment bankers in RCM, HCIT, ARM, and BPO. He and his skilled team advise executives seeking expert insight and results.
Having worked at boutique and larger investment banks, Brian sought to create a rare team-oriented firm that combines the full-service advisory approach of a larger bank with the energy and effectiveness of a boutique firm. He founded GA in 2009 to reflect this vision of a best-in-class strategic advisory firm. Today, with its unmatched expertise and proven approach, GA is the "go-to" advisor in its sectors.
Brian served four years in the United States Air Force prior to graduating from George Washington University. He has served on a variety of boards, including the Board of Trustees of ARMing Heroes, a not-for-profit providing US military veterans with financial assistance. Brian has presented at conferences in the US, Europe, and South America and is an often-quoted source in healthcare, financial, and investment banking media. He lives with his family in suburban Washington, D.C. and enjoys road cycling.
Zach has served as an integral part of Greenberg Advisors since joining in 2015 and leads many of GA’s client engagements. He is a known professional within GA’s sectors, largely as a result of his tireless work and results for the firm’s clients.
Zach began his finance career at UBS and then spent three years at Accenture, where he was involved in financial analysis and planning of post-merger integration.
He received a BBA with a concentration in Finance from George Washington University.
Having joined GA in 2016, Casey leads many of GA’s transactions and plays a key role in the development and execution of GA’s strategic initiatives.
While assisting in many facets of the M&A process, Casey’s principal responsibilities include deal leadership, facilitating transaction communications and information flow, financial modeling and analysis, and mentoring junior staff. He’s skilled at understanding in detail the underlying drivers of our clients’ businesses.
He received a BS in Finance and Marketing from University of Maryland.
Dan supports GA’s clients and leads some of GA's operational initiatives. Additional responsibilities include client research, data and financial analysis, and marketing.
Prior to joining GA in 2020, he held positions at The Carlyle Group and Nexa Capital Partners.
He earned a BS in Finance from American University.
Rob's primary responsibilities include client support, data and financial analysis, research, and supporting GA’s strategic initiatives.
Prior to joining GA, Rob served as a Manager of M&A Financial Due Diligence at CFGI and as a Senior Consultant in Deloitte's Transactions and Business Analytics division.
Rob is a Certified Public Accountant and received a BS in Accounting from West Virginia University.
Will supports GA’s clients and strategic initiatives through financial and data analysis, research, and project management.
He earned a BBA in Finance from Emory University and will earn his Master of Finance from Georgetown University in June 2025.
Isabell earned a Bachelor of Science in Finance from American Unviersity and will pursue a Master of Science in Investments and Wealth Management at Imperial College London.
