Dionisio Roman III

Co-Founder & Deal Strategist

With a decade of M&A experience on both the buy and sell sides, Dionisio brings a strategic eye for matching sellers with qualified buyers and a relentless commitment to rigorous deal vetting. Drawing on intimate market knowledge and creative branding expertise, he ensures every opportunity meets the highest standards – maximizing outcomes for buyers, sellers, and all parties in the NextPhase network. Dionisio is passionate about bridging the education gap in lower-to-middle market transactions, fostering trust through transparency, and empowering clients to make informed, confident decisions.

Tom Whitaker

Co-Founder & Origination Specialist

Tom is the engine behind NextPhase’s powerful deal origination and network growth, specializing in proactive outreach and database management. With deep expertise in sourcing sell-side relationships, harnessing automation, and identifying opportunities that align precisely with client buy-boxes, Tom ensures a steady flow of quality prospects. He leads the initial on and off-market search, builds connections, and delivers thoroughly vetted opportunities for Dionisio to assess. His networking skills and systems-based approach fuel NextPhase’s ability to scale, while his attention to detail keeps every client ahead of the curve.

Kyle Watts

Director of Marketing & Client Success

Kyle leads our marketing workflows and ensures every client receives exceptional strategic value throughout their NextPhase journey. With deep expertise in client relationship management, marketing, design, and strategy, he orchestrates seamless campaigns and communications tailored to each client’s vision. Kyle’s proactive approach and attention to detail guarantee that every partnership benefits from insight, creativity, and responsive support at every stage of the deal process.

Sienna Roman

Head of Branding & Brand Strategy

Sienna brings creative vision and strategic clarity to every branding engagement at NextPhase. An award-winning designer and experienced entrepreneur, she translates our clients’ strengths and stories into compelling visual identities and messaging. Sienna oversees every facet of branding and brand strategy, ensuring the firm’s clients stand out with confidence, credibility, and a distinct edge in the market.

Stephen Rosenthal

Strategic Partner, M&A & Growth

Stephen brings seasoned leadership and hands-on M&A success to NextPhase, leveraging extensive experience in guiding companies through strategic transitions, acquisitions, and integration. As a partner, he excels in building relationships that fuel growth and create meaningful opportunities for buyers and sellers alike. Stephen’s track record in sales, team development, and business building enhances our network’s value – supporting clients with practical insight, vision, and proven results.

Skyler Fusco

Visual Communications Specialist

Skyler supports our team as lead graphic designer and podcast producer, bringing brand stories to life through impactful visual content. With experience across media, production, and digital design, he elevates client presentations, marketing collateral, and deal communications with engaging, high-quality visuals.

Ben Tucker

Market Research & Outreach

Ben adds depth to our origination team through his expertise in market research, audience segmentation, prospecting, and outreach strategy. He supports targeted sourcing and effective communication with prospective sellers.