Matters Graph is a team of specialists, not generalists rotating through a diligence assignment between other engagements. Each of our practitioners owns a sector or methodology lane and goes deep in it, because the buy-side-only, customer-led work we do rewards depth over breadth, and because the investors and acquirers we serve are buying judgment honed on the specific question in front of them, not a staffing pyramid.
The people below are the ones who design the research, interpret the evidence, and stand behind the conclusion. Many of them author the Briefs and the analysis that carry our thinking into the market; each bio links to that work and to the lane they lead.

Jeff Merkle
Senior Partner
Jeff is a Senior Partner at Matters Graph. Jeff has over 15 years of strategy experience, both in consulting and in industry. Jeff’s experience is centered particularly in technology and technology-enabled products and services – across a wide range of verticals. His work covers buy-side and sell-side diligence, strategy setting, and pricing exercises.
Jeff co-developed Diligence Matters – a best-practice toolkit and guide for private equity and M&A professionals’ Commercial Due Diligence activities.
Before joining Matters Graph, Jeff was a Director of Corporate Strategy at Microsoft, where he focused on Artificial Intelligence, Augmented Reality, gaming, and cloud platform services. Prior to serving at Microsoft, Jeff was a Vice President in the Private Equity and M&A Practice of a strategy consulting firm. Jeff has led over 250 Commercial Due Diligence and M&A strategy cases on targets ranging from the lower mid-market to large-cap public companies.
Jeff graduated with Honors from Swarthmore College and earned his M.B.A. from The Wharton School at the University of Pennsylvania.

mark stein
Senior Partner
Mark is a Co-founder and Senior Partner at Matters Graph. Mark has been working in the professional services sector since 1990 and has been providing strategy guidance for leading corporations and private equity clients and portfolio companies for more than 25 years.
While Mark has addressed various strategy topics throughout his career, he has dedicated himself to supporting front-end decision making and analysis of commercial prospects that are central to acquiring companies and making investments in growth opportunities. Mark invested his creative energies in developing intellectual capital to help clients effectively frame problems, and drive analyses and smart conclusions. He co-developed, along with his business partners, a seminal guide to conducting Commercial Due Diligence – Diligence Matters.
Mark has covered a broad range of industries and deeply believes in the power of the common basis of business fundamentals (e.g., identifying needs, developing value propositions that marry up with attractive segments, generating demand, and fulfilling expectations) that carry across sectors, the art of investigation and pattern recognition, and the commercial potential that can be unleashed with business model innovation derived from empathetic-rooted design thinking.
Mark has also maintained an interest in understanding the human capital constraints and greater potential that resides in management of the team, and co-authored the book Successful Onboarding, A Strategy to Unlock Hidden Value Within Your Organization, published by McGraw-Hill in 2010.
Mark maintains a lifetime of great appreciation for the companies and the people that veer and make the “never considered” into the “much admired.” Participating in that value creation cycle with talented team members and clients has become the foundation of Mark’s professional life.
Prior to Matters Graph, Mark was a Senior Vice President at a strategy consulting firm. While there he served as Managing Director of the company’s North America business and founded and managed the firm’s Private Equity and M&A practice from 2008 through 2017. Mark holds a BA from the George Washington University School of Business.

Lynt johnson, md
Associate Partner | Co-Lead U.S. Health and Life Sciences
Lynt B. Johnson, MD, MBA co-leads Matters Graph’s U.S. Health and Life Sciences practice.
Lynt brings to Matters Graph a deep understanding of business in the context of healthcare therapies and clinician, department and enterprise decision making and purchasing. He has a unique combination of a hugely successful career in clinical care, hospital leadership and administration, with corporate finance analysis and life science investing – and these collective experiences accrue to provide tremendous benefit to our client assignments.
Lynt is extremely accomplished – as a surgeon, as a hospital administrator, and as a life sciences healthcare investor; Lynt brings a 28-year experience in hospital leadership and integrated physician practices. Lynt was formerly Chief of Surgery at Georgetown University Hospital, a 5-year member of the Georgetown University Hospital Board of Directors and served on the executive leadership Council to develop the Medstar Integrated Distributive Care Delivery Network for Surgical Services. He also served as the Chairman of Georgetown’s Perioperative Value Analysis Committee. In his previous role, Lynt was the Founder of the Georgetown Transplant Institute – one of the first established integrated multidisciplinary care centers responsible for clinical, financial and quality outcomes over an eleven-year period.
Lynt brings to our clients’ assignments:
Practical and real-world knowledge of drivers of hospital and physician decision makers for product use and purchasing
Understanding of specific levers and pressure points in healthcare product/devices adoption
Deep technical, regulatory and clinical insight into medical applications and devices
Investing experience in innovative and disruptive medical companies
Administrative and strategic leadership in shaping the growth and seeking economic synergies in Integrated Delivery Network (IDN)
Commercial and Technical Due Diligence experience (as Investment manager at Bravance Healthcare Investors)
Lynt also serves as Professor of Surgery and Executive Director and founder of the Liver and Pancreas Institute for Quality (LPIQ) at George Washington University Hospital, is the founder of Bravance Healthcare, an investment platform focused on biotech companies.
Dr. Johnson is the former Robert J. Coffey Professor of Surgery and Chairman of the Department of Surgery at Georgetown University Hospital.
Lynt has published over 130 scientific articles in the field of liver and pancreas cancer and transplant surgery and is nationally recognized as an expert in hepatobiliary/pancreas surgery with special interests in advanced cancer surgery and minimally invasive techniques. Lynt has been invited as visiting Professor to many prestigious Universities and has delivered over 90 invited lectures.
Lynt received his medical degree from Harvard Medical School and completed his residency at Massachusetts General Hospital- Harvard Medical School followed by a fellowship in transplantation and hepatobiliary surgery at the New England Deaconess-Harvard medical School. Lynt founded the Liver Transplant Program at the University of Maryland in Baltimore in 1993. In 1998 Johnson was recruited to Washington, D.C. where he founded the Georgetown Transplant Institute and Director of Hepatobiliary and Pancreas Surgery. He assumed the position of Chairman of the Department of Surgery in 2009 where he served until joining the faculty at George Washington University Hospital.
Lynt’s honors include four time winner of the Faculty Teaching Award, The Abe Pollin – Washington Wizards Community Service Award, The Crystal Teaching Award from the SNMA and the Omega Century Award of Excellence in Science and Medicine. His Board of Director appointments include; Chairman for the National Kidney Foundation, the United Network of Organ Sharing, Georgetown University Hospital, the Society of University Surgeons and the American College of Surgeons.
Lynt is the past President of the Society of Black Academic Surgeons and Chair of the Finance Committee for the American Association for the Study of Liver Diseases, the American Surgical Association and the Southern Surgical Association. Lynt also served as the Secretary for the Harvard Medical School Alumni Council and was inducted as a faculty member of the Alpha Omega Alpha Honor Medical Society.

Eoghan Bees
associate partner
Eoghan is an Associate Partner at Matters Graph. He has spent his entire career in strategy and operations consulting.
Eoghan’s experience covers a broad range of industries, including Energy Transition, Industrial Products and Services, Infrastructure, Technology, Professional/Business Services, and Education. His work covers buy-side Commercial Due Diligence and post-acquisition Commercial Value Generation.
Eoghan’s work in Commercial Due Diligence spans a broad scale of transactions (ranging from $200m to $5b), including traditional buyouts, take-private transactions, special situations/distressed investments, and portfolio company add-on acquisitions. His work in Commercial Value Generation covers a range of strategic planning, value management, pricing, and new market entry topics for private equity-owned businesses.
Prior to joining Matters Graph in 2020, Eoghan worked at Accenture, focusing on cost cutting initiatives (Strategic Sourcing, ZBS, Digital Transformations) for multiple Fortune 50 clients across Food and Bev, Automotive, Medical Distribution, and Retail in the U.S. and Mexico.
Eoghan graduated from Case Western Reserve University with a B.S. in Finance.

Katie Brandt
Director of Human Capital and Organizational Development
Katie Brandt is the Director of Human Capital and Organizational Development (OD) at Matters Graph, leading the firm’s People Strategy. For over two decades, she has been helping business leaders bring courage, compassion, and connection into the workplace so people can do their best work. She began her career working as a senior OD consultant for a global Fortune 100 company and then started her own business delivering team development programs to corporate groups, government agencies and non-profits. She eventually expanded her business to include executive and leadership coaching and training.
In addition to having an M.S. in Industrial/Organizational Psychology (Purdue University), Katie is a Professionally Certified Coach (PCC) through the International Federation of Coaching (ICF), has a variety of practitioner certifications (e.g., Dare to Lead, MBTI, Energy Leadership, EQ2.0, HBDI) and is a certified trauma-informed (NeuroAffective Relational Model) practitioner.

Daniel Crochet
Principal
Daniel is a Principal at Matters Graph, with a focus on commercial due diligence and commercial growth strategy across a wide range of industries.
Daniel has significant experience leading buy-side commercial due diligence projects for leading Private Equity firms, Private Credit Firms, and Corporate Development teams. Daniel’s transaction experience spans middle-market to multi-billion dollar platforms, with deep expertise in both bespoke Voice of Customer engagements and market work (e.g., market sizing, market growth, supply demand forecasting, and market resiliency).
Prior to joining Matters Graph in 2020, Daniel worked at Deloitte Consulting, focusing on business application development and IT strategy planning for Large U.S. Federal agencies. Daniel graduated from Cornell University’s Dyson School of Applied Economics and Management, where he was also a member of the Varsity Football team.

Greg Dimola
Director of Talent Acquisition
Greg DiMola is the Director of Talent Acquisition at Matters Graph, where he leads the firm’s talent strategy and growth agenda.
With over 15 years of experience in recruitment and talent strategy, Greg specializes in building and scaling high-performing teams within consulting and professional services. His expertise supporting consulting firms includes specialization in commercial diligence, corporate and portfolio strategy, value creation, and growth strategy.
Greg has a strong track record of building talent functions from the ground up and driving scalable, repeatable hiring strategies for emerging and high-growth consulting firms. Prior to joining Matters Graph, Greg served as Head of Talent Acquisition at Stax and Prescient Healthcare Group, both private equity-backed advisory firms.
As Director of Talent Acquisition with Matters Graph, Greg serves as a key strategic partner to leadership, supporting talent initiatives that enable growth, improved hiring outcomes, and strengthen overall organizational capability and capacity.

John Reed
Director of Finance & Accounting
John is the Director of Finance and Accounting at Matters Graph, overseeing the full spectrum of finance and accounting operations. He has over 2 decades of experience building and scaling financial operations across SaaS, Media, and Travel industries. John began his career at Ernst & Young before serving as the founding finance hire at two high-growth, private equity-backed companies, where he supported fundraising efforts through multiple growth rounds, built accounting and FP&A functions from the ground up, and developed the financial infrastructure to support rapid organizational growth.
John is a Certified Public Accountant with a B.A. and M.S. from the University of Notre Dame. He also serves as Audit Committee Chair at For Good (formerly Network for Good), a nonprofit organization.

Shirley Zhan
Executive Director of operational excellence and firm strategy
Shirley is the Executive Director of Operational Excellence and Firm Strategy at Matters Graph, where she compounds consulting excellence along three reinforcing pillars: 1) delivery process and engagement excellence, 2) people enhancement, and 3) commercial bench strategy and effectiveness. Shirley leads the firm’s operating backbone in support of these pillars and serves as co-architect of Matters Graph’s commercial and operating growth strategy.
Shirley’s current role reflects a progressive rise through the firm. She joined Matters Graph as an Associate and advanced through the ranks on the strength of her client delivery track record, analytical rigor, and leadership in building the firm’s internal capabilities. Over time, her scope expanded beyond client engagements to encompass firm-building responsibilities, culminating in her appointment to her current executive role, a testament to both her individual impact and her commitment to Matters Graph’s long-term growth.
Earlier in her career and at the firm, Shirley led numerous engagements for private equity and corporate clients, delivering actionable insights and recommendations on buy-side commercial due diligence, new market entry, product launches, and other commercial growth initiatives across both domestic and international markets. Her transaction experience spans middle-market to multibillion-dollar platforms, supporting traditional buyouts, take-private transactions, credit investments, distressed situations, and portfolio company add-on acquisitions. She brought deep expertise across a wide range of industries, including Consumer & Retail, Industrials, Energy, Infrastructure & Building Systems, Healthcare, and Software Technology.
Before joining Matters Graph, Shirley led go-to-market and business transformation efforts in international education markets at Cengage Group.

Joe Brownell
chief marketing and growth officer
Joe brings more than 25 years of sales and marketing leadership, with deep experience across professional and financial services. As Chief Marketing and Growth Officer at Matters Graph, he oversees the firm’s commercial strategy, spanning brand, demand generation, and go-to-market execution.
Before joining Matters Graph, Joe served as Global Head of Marketing at Stax, a global strategy consulting firm specializing in commercial due diligence, value creation, and exit planning for private equity firms, PE-backed portfolio companies, hedge funds, and investment banks. Joe was part of the operational leadership team through the firm’s first institutional investment, guiding the transition from a founder-led organization to an institutionally-backed platform, and was an active contributor to the value creation plan that culminated in the firm’s acquisition by Grant Thornton in 2025. As part of that plan, Joe built out a global team spanning both sales and marketing functions and launched an award-winning thought leadership program that directly drove new business origination. Following the transaction, Joe supported the post-merger integration of Grant Thornton Stax within Grant Thornton’s Transaction Advisory practice, aligning brand, marketing systems, and go-to-market strategy.
Joe began his career at Bloomberg, where he spent over sixteen years progressing through sales and marketing leadership roles. As Global Marketing Manager, he owned the global marketing strategy for Bloomberg’s buy-side order management solution. He previously led integrated marketing communications for Bloomberg Trading Solutions’ buy and sell-side order management businesses as Marketing Program Manager, after starting his career as an Account Manager managing and growing relationships with hedge funds and foreign banks.

nolawi ayelework
associate
Nolawi Ayelework joined Matters Graph after graduating from Stanford University with a Masters Degree in Computer Science and a Bachelor’s Degree in Symbolic Systems.
Being from the DMV, Nolawi is a big DC sports fan—no matter how cursed the teams may be, he is fated to support them every year. Nolawi also loves to read and go on long walks with friends.

erik anaya
primary research specialist
Erik joined Matters Graph after graduating from Georgetown University’s College of Arts and Sciences with a B.A. In Economics and Minors in Statistics and English.
Erik is an avid enjoyer of endurance sports and the outdoors. In his free time, he can often be found running, cycling, backpacking, or exploring in the wilderness.

Roma Bedekar
senior associate
Roma joined Matters Graph after graduating from UC Berkeley with a B.S. in Business Administration.
Outside of work, you can find Roma exploring new travel destinations, listening to the latest album releases, taking a Solidcore class, or reviewing the newest food spots online—a natural extension of childhood habits that landed her Yelp Elite status at age 13 (using her dad’s account, of course).

lily buckner
associate
Lily joined Matters Graph after graduating from Georgetown with a B.A. in Economics and minors in German and Philosophy.
Outside the office, Lily enjoys hiking trying new recipes that involve Greek yogurt. During rainy days when hiking and spending time outdoors is not as enjoyable, Lily spends time at her DJ board formulating new beats and following the latest IPOs.

michelle chen
associate
Michelle joined Matters Graph after graduating from Stanford University with a B.A. in Data Science and Social Systems and a minor in German Studies.
In her free time, you can find Michelle trying new coffee shops, reading, and planning her next trip—passions that complement a disciplined childhood spent taking Irish dance classes and receiving classical training in the piano, violin, and flute.

Cecilia Curran
senior associate
Cecilia joined Matters Graph after graduating from Amherst College with a B.A. in Psychology and a Culture, Health, and Sciences certificate from the Five College Consortium.
Outside of work, you can find Cecilia either in the gym, training for whatever physical endeavor she’s interested in at the moment, or in the kitchen, trying new recipes to share with her friends, family, and co-workers.

Solomina Darko
Solo joined Matters Graph after graduating from Harvard University with a B.A. in Biomedical Engineering.
Outside of work, Solo enjoys shopping at farmers markets and cooking with her friends, having hosted a Sunday dinner almost every week since moving to Washington D.C., along with a few pop-ups.

Alexis Drozdek
senior manager
Alexis brings extensive experience leading commercial due diligence (CDD) and value generation engagements at Matters Graph across diverse sectors, including utilities, industrials, and energy. He began his consulting career at Amane Advisors, advising private equity and corporate clients on strategy and CDD initiatives within the water and utility sectors. Alexis holds a Master in Management from ESSEC Business School in Paris.
Raised in France before relocating to Philadelphia, Alexis unexpectedly transformed into an avid Philly sports fan.

Shriman Gupta
senior associate
Shriman joined Matters Graph after graduating from Indiana University’s Kelley School of Business with a B.S. in Economic Consulting & Business Analytics and a minor in Spanish.
Shriman is a classically-trained musician and studied the clarinet for 9 years; he has a soft-spot for both classical ballet (Stravinsky & Tchaikovsky) and contemporary jazz (Kamasi Washington & Robert Glasper).

Vanessa Howell
senior associate
Vanessa joined Matters Graph from Johnson & Johnson MedTech, where she worked in R&D and engineering on robotic surgical technologies. She holds both a B.S. and M.S. in Mechanical Engineering & Applied Mechanics from the University of Pennsylvania, along with a minor in Mathematics.
Vanessa has a habit of taking her hobbies a little too seriously: lifting turned into competing as a national bodybuilder and launching a coaching business, while casual bachata evolved into traveling the world to train with international artists. When she’s not lifting or dancing, she almost always has a podcast or audiobook playing.

anastasia ilagan
associate
Anastasia joined Matters Graph after graduating from Indiana University’s Kelley School of Business with a B.S. in Entrepreneurship & Corporate Innovation and Business Analytics and from the School of Psychology with a certification in the Psychology of Business.
Anastasia has practiced traditional Filipino dance for over a decade, including choreographing a college culture show; she is a dedicated nerd who loves dissecting movies and video games through media analysis; and she is a foodie who tracks down culinary hidden gems and pop-ups.

Nurani Illahi
Office manager
Nurani joined Matters Graph as Office Manager with a professional background as checker-spotted as her Maryland home state insect, spanning entomological research, laboratory management, and horticulture. Her previous work experience includes work in UMD’s “bug labs,” private-sector production, and stints at a variety of botanical gardens in Maryland, Massachusetts, and Colorado. She holds a B.S. in Plant Science and Horticulture from the University of Maryland and later completed a post-baccalaureate program in Speech-Language Pathology.
Nurani once hiked Colorado’s Manitou Incline—tackling 2,744 steps and a 2,000-foot elevation gain in under a mile—with zero prior hiking experience or preparation.

Ian Lei
associate
Ian joined Matters Graph after graduating from Northwestern University with a B.S.J. in Journalism and a second major in Economics.

akanksha (AK) luthra
director of research
AK joined Matters Graph from BCG’s India office, where she primarily worked on strategy and implementation projects with industrial clients. AK graduated from Delhi University’s Lady Shri Ram College with a B.A. in Economics and from the Kennedy School with a Master’s in Public Administration.
AK starts her mornings practicing yoga; she is a registered instructor with the Yoga Alliance who has completed Level 1 teacher training and currently teaches small, select groups. Prior to Matters Graph, her life journey spanned five cities across the globe—including her hometown of Addis Ababa, Nairobi, Cambridge, and Dubai—over an eight-year period.

Alexandra Lenehan
senior associate
Alexandra joined Matters Graph after graduating from Georgetown University’s McDonough School of Business with a B.S. in Marketing and International Business and a minor in Spanish.
Outside of the office, Alexandra enjoys trying new restaurants and ranking them on Beli, attending workout classes, listening to pop music, and watching sports. Having already completed two half marathons, she hopes to one day check a full marathon off her list in her hometown of New York City.

Lily Liu
case team leader
Lily joined Matters Graph after graduating from Northwestern University with a B.A. in Biology.
Outside of work, you can find Lily running along the Capital Crescent Trail, learning dances, and keeping up with FinTwit—backed by a surprisingly strong track record of betting on the World Cup.

Connor McQuillan
manager
Connor joined Matters Graph after graduating from the University of Pennsylvania with a B.A. in Philosophy, Politics, and Economics.
As a proud native Philadelphian with a deep passion for Philly sports and culture, weekends find him working out, playing flag football on the National Mall, catching opening-night movies, or diving deep into video games and industry analysis.

Alexander Perez
senior associate
Alex joined Matters Graph after graduating from the University of Pennsylvania’s Wharton School with a B.S. in Economics, with concentrations in Finance and Statistics.
A Michigan native and devoted fan of Detroit sports, Alex fills his free time with traveling, cars, motorsports, movies, video games, and comic books.

Ben Pham

anjali ramesh
associate
Anjali joined Matters Graph after earning a BSFS in International Political Economy and a certificate in International Business Diplomacy from Georgetown University.
Outside of work, you can find Anjali learning new songs on her saxophone, playing card games, or hunting for colorful clothes and jewelry.

jacob rosenblum
associate
Jacob joined Matters Graph after graduating from the University of Pennsylvania with a B.A. in Philosophy, Politics, and Economics and Arabic Language and Literature.
When Jacob isn’t working out, visiting friends, or trying out new DC restaurants, he can be found making a brief claim to fame in a printer commercial.

Ava Trent
associate
Ava joined Matters Graph after graduating from the University of Chicago University with a B.A. in Economics and minor in Astrophysics.
Growing up on a Wisconsin lake, Ava spent every summer from ages fourteen to eighteen working as a boat driver. A gymnast from age three to eighteen, she has since transitioned to becoming a certified Ashtanga yoga instructor.

Gabriel Yamada
consultant
Gabe joined Matters Graph after graduating from the University of Chicago with a B.A. in Economics and a Minor in Data Science.
Outside of work, his time is spent cycling, playing soccer, reading, and diving into Magic: The Gathering.

Daniel Zaglama
case team leader
Daniel joined Matters Graph from Bain & Co where he led commercial due diligence work for private equity funds and advised corporate clients on commercial strategy. Prior to his time at Bain, Daniel worked within the Federal Reserve System with a focus on financial system supervision and regulation. Daniel holds an MBA from Yale School of Management and a B.A. from the University of Illinois in Urbana-Champaign. Daniel is also a CFA Charterholder.
As a child, Daniel competed against Michael Jordan in a chip shot challenge.