Capital Securities

Stephen R. Zacharias

Certifications: Series 79, 63

Steve is Founder and Managing Partner of Transact Capital Partners LLC and Transact Capital Securities LLC, a licensed broker-dealer & FINRA/SIPC member firm. He has over 40 years of financial related experience, including lead roles in numerous acquisition and divestiture transactions, debt financings, compensation programs and capital funding. Steve’s early career began as a certified public accountant serving as senior auditor in...

Patrick Morin

Certifications: Series 7, 24, 63, 65, 79

Patrick Morin joined Transact Capital as Managing Director in 2012 and is now a partner with the firm. Patrick brings with him a wealth of experience in capital raising, deal making, strategic advisory to CEO’s, marketing and revenue generation, along with investment banking and business ownership. As a prominent speaker to industry groups and business, Patrick is well connected to...

Ross Harris

Certifications: Series 79, 63, 24,28

Ross is a Principal with Transact Capital Partners, an M&A advisory firm based in Richmond, VA. He has worked at Transact Capital since 2017 leading numerous sell-side transactions across multiple industries. Prior to Transact Capital, he worked in M&A advisory services with BB&T Capital Markets focused on manufacturing and distribution. Before beginning his career in investment banking, Ross served as...

Matt Kanne

Certifications: Series 79, 63

Matt’s focus at Transact Capital is within PropTech and technology, but he also has experience in staffing, trade work, and commercial real estate. Prior to joining, Matt was a portfolio manager at a regional bank where he underwrote and closed commercial loans, bringing a unique perspective to each project. He holds a Series 79, Series 63 and a Virginia Real...

Jonathan Brabrand

Certifications: Series 7, 63, 79

Jonathan Brabrand is a Managing Director at Transact Capital Partners. Jonathan is passionate about helping businesses prosper and maximize value to their employees, customers, communities, and owners. Instilled with a spirit of entrepreneurism from a young age, Jonathan draws on his experience as a business owner, trusted strategic advisor, and investment banker to identify and overcome the challenges clients face....

David Kadycz

Certifications: Series 79, 63

David is a third year banker, with a background in International Commercial Real Estate investments. Prior to joining Transact Capital, David worked for I-Deals LLC, where he was part of an international team, responsible for in-depth evaluations of potential investments for an Israeli- American equity group. As a vice president with Transact Capital, David brings with him a unique background....

Luc Maestrello

Certifications: Series 79, 63

Luc is an Associate with the firm. He brings a variety of experiences within the healthcare, real estate, and technology industries. He previously worked in operations for a family healthcare practice and was the CFO of an E-commerce startup based in Richmond. Luc attended Hampden-Sydney College and obtained his B.S. in Business Economics and Biochemistry/Molecular Biology. He also went to...

Dan Neuwirth

Certifications: Series 79

Dan Neuwirth is the Healthcare Practice Leader for Transact Capital. Dan has extensive entrepreneurial, executive, and M&A experience in the healthcare industry most recently providing strategic and financial advisory services to healthcare technology, pharmaceutical and medical device companies as the founder and managing partner of Realize Health Ventures. Dan brings a unique combination of experiences in M&A having navigated multiple...

Transact Capital Securities, LLC

Business Continuity Plan