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Opus Connect Independent Sponsors Roundtable

We’re excited to share that our Managing Partner, Mitch Vermet, CFA, CAIA , will be co-moderating the upcoming Opus Connect Independent Sponsors Roundtable with Felix Kushnir from Fox Rothschild!

This virtual event will bring together independent sponsors focused on sharing experiences, challenges, and strategies with peers.

hashtag#IndependentSponsor hashtag#LowerMiddleMarketGrowth
Lou Sokolovskiy | Swayze Yancey

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    Connecting Capital and Opportunities at Great Lakes Capital Connection

    Bankers Edge Advisory is excited to be attending the Great Lakes Capital Connection (GLCC) in Grand Rapids, a premier event for middle-market dealmakers, investors, and independent sponsors. Represented by Richard Consul, CFA, and Mitch Vermet, CFA, CAIA, our team looks forward to building connections and exploring new capital-raising opportunities at this year’s conference.

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    September 11, 2025

    Meet Mitch Vermet,

    CFA, CAIA
    Managing Director
    Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
    Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

    Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

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    Meet Richard Consul,

    CFA
    Managing Director
    Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
    Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
    Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.
    Appointment With Richard
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