About Us

10+ Years of Experience in Lower Middle Market Deal Making

Est 2010 | Made in NYC 💙

Our Vision

The middle market is the backbone of the American economy, but it's still hamstrung by capital inefficiencies. We need a new way for great companies and great buyers and investors to discover each other and be discovered in return. In truth, the rolodex and the golf course was never good enough. We need a 21st century solution. That's why I founded Axial.

Who We Are

Peter Lehrman

Founder and CEO

Peter Lehrman

Founder and CEO

Peter is CEO and founder of Axial, responsible for delivering the company’s vision to become the trusted platform where private companies and their trusted advisors connect with capital. Prior to Axial, Peter worked in private equity at SFW Capital Partners and was part of the founding team at Gerson Lehrman Group, where he helped to build the company’s global technology platform for on-demand business expertise. He earned his undergraduate degree from the University of Virginia and received his MBA from Stanford Business School. He lives in New York with his wife Eve and their four children.

Nick Coetzee

Growth

Nick Coetzee

Growth

Nick Coetzee leads Axial’s Business Operations team, managing growth strategy, marketing, and operations functions. Prior to joining Axial in 2016, Nick was a Director of Growth for Humin, a social networking application that sold to Tinder in early 2016. Nick graduated with honors from the University of Pennsylvania with a BA in Philosophy, Politics and Economics (PPE), where he also launched his own startup, Studiously.

Dani Forman

Marketing

Dani Forman

Marketing

Dani Forman is the Director of Marketing and Growth at Axial. Prior to joining the company in 2018, Dani worked at Kuzari Group, a lower middle market private equity firm, and OurCrowd, a global venture capital firm with over $1B of AUM. Dani received his BA in Economics from Bar Ilan University and is a veteran of the Israel Defense Forces.

Jaime Stock

Buy-side Customer Experience

Jaime Stock

Buy-side Customer Experience

Jaime Stock leads the Buy-side team at Axial. Prior to joining Axial in 2017, Jaime worked at the Bedford Consulting Group and Lavit, a beverage startup. Born and raised in Toronto, Canada Jaime graduated from McGill University with a Bachelor of Commerce where she majored in Finance. In her free time, Jaime is addicted to running and passionate about cooking and reading.

Alfredo Garcia

Sell-side Coverage

Alfredo Garcia

Sell-side Coverage

Alfredo Garcia leads the Sell-Side team at Axial. Prior to joining Axial in 2018, he worked as an investment banker at PNC Bank, in their Asset Backed Finance group. Alfredo graduated from the University of North Carolina at Chapel Hill, with a B.S. in Business Administration and a minor in Music. In his free time, Alfredo loves to write music, go to live concerts, and play soccer.

Kristina Mayne

Member Events

Kristina Mayne

Member Events

Kristina is Head of Events at Axial, where she oversees the entire Events product offering for Axial members. She pioneered Axial’s Concord, Summit and Micro event formats, and has grown the events program to 18 cities across the country, connecting over 2,000 Axial members annually. Previously, Kristina ran the conference program at a small digital marketing publication, Mobile Marketer. Prior to that, she spent time in event & public relations roles at Wetherly Fashion Group and Carolina Herrera. Kristina graduated from Boston College with a degree in communications.

Mark Romeo

Client Success

Mark Romeo

Client Success

Mark Romeo is a Team Lead at Axial, managing the Member Success and Professional Services offering to Axial’s buy-side members. Prior to joining Axial in 2017, Mark also managed a team at Credit Suisse in London, where he lived and worked for 7 years. Having resigned from Credit Suisse after attaining dual UK citizenship, Mark focused on his passion for creative writing, publishing articles in Business Insider, eFinancial News, etc.—as well as ghostwriting Thought Leadership pieces for CEO’s across various industries. Mark graduated from Trinity College in Hartford Connecticut—a Varsity wrestler, with a B.A. major in Economics as well as a minor in Creative Writing.

Simon Riker

Product

Simon Riker

Product

Simon Riker is Director of Product at Axial, responsible for delivering exceptional user experiences to Axial members in both sell-side and buy-side capacities. Simon graduated from Wesleyan University with Honors in 2014, having double majored in Sociology and Music. As an undergraduate, he leaned into his passions for markets, technology, and community, and he founded an online network for collegiate a cappella groups. He worked in music and marketing before joining the product organization at Axial in 2016. In his free time, Simon remains active in NYC as a choral singer and musical theatre composer.

Kaitlinn Thatcher

Kaitlinn Thatcher

Business Operations

Kaitlinn Thatcher

Kaitlinn Thatcher

Business Operations

Kaitlinn Thatcher is the manager of business operations at Axial. Prior to joining Axial in January of 2018, Kaitlinn worked at multiple New York based FinTech startups in operations and office management. Kaitlinn has her BA from Fresno State University and MA from Fresno Pacific University.

Zach Werheim

Engineering

Zach Werheim

Engineering

Zachary Werheim leads the engineering team at Axial. Zach graduated from the University At Albany SUNY in 2014 with a degree in Computer Science. Before joining Axial, Zach led a team at Navisite developing the next generation of private managed cloud services, and at RotoQL building a greenfield tool providing recommendations for sports gamblers. He’s worked as a software engineer, Scrum Master, Product Owner, and engineering manager throughout these projects. In his spare time, Zach enjoys exploring the city, live-action role playing, board games, and craft beers.

Axialites pursue the extraordinary.

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