Wolfson Equity Team

An executive leader and entrepreneur who loves taking on challenges, thinking outside the box, building strong relationships, and doing good.

– Sold 3 companies in the healthcare, marketing, and education sectors
– Launched & integrated a new division (Smart Home Monitoring) within Rogers Communications
– Raised >$80M in debt and equity for companies of different sizes and in various across sectors
– Worked for largest Angel investment firm in the US (Tech Coast Angels)
– Created, patented, and sold physical health product
– Completed research reviewed by Nobel Prize winner in Chemistry and won business plan competion at USC

As an accomplished operations leader with 20 years of multinational experience, Rael is a master of strategic decision-making, program management, and team building. Known for his financial optimization and continuous improvement, Rael has driven growth and operational excellence for numerous organizations, including:

– Launching Sonder Toronto where he managed $120M in assets
– Servicing global financials and REITs at UBS to structure $3bn of financial products
– Building an e-commerce marketing start-up which gathered 300,000 impressions
– Consulting on operational efficiency resulting in $500m combined savings for dozens of companies
– Product launching five blockchain projects reaching 100,000 users

Lisa has years of experience managing the most critical relationships for banks and financial institutions. At Wolfson Equity, Lisa spends the majority of her time building and managing relationships with the owners of businesses that have recently been acquired by our investors and partners, as well as maintaining relationships with owners that are considering a possible exit. Belle manages and trains our team of Account Managers.

Some unexpected detours end up being a journey you are glad you took. That is certainly the case with me. After a twenty-year career as a practice owning dentist, health issues caused a detour that led me down a path that eventually came to Mergers and Acquisitions. I thoroughly enjoy my work in M & A and consider it a calling. Whether working with a small market client, or a private equity firm, I look forward to the challenges each day brings.

I have many years of direct experience in brokering Dental, Therapy,  Veterinary, and generally Healthcare industry practice sales. During this time, I have had many experiences working with private buyers, strategic buyers, and private equity and investment banker groups. I am one of very few healthcare practitioners certified in doing Valuations and exit planning in the United States, and the only dentist.

– Owned and operated his own dental practice for over 20 years
– MBA in Entrepreneurship and Small Business Management from William Howard Taft University
– Advanced training in both business valuation and entrepreneurial finance.
– Certified Exit Planning Advisor, Certified Valuation Analyst, and an Accredited Business Intermediary
– Recognized speaker and author

My name is Rohan and I was born in the sunny city of Karachi, Pakistan, surrounded by stunning beaches. My undergraduate background is in Politics and Economics but I have worked in media, consulting, and banking. I love traveling especially adventure treks and have a keen appreciation for mountains. I have had the opportunity to explore the Himalayas, the Hindu Kush, and the Swiss Alps. I am a strong believer that food can connect cultures, and this is one of the reasons I love to cook for friends and family. I am always excited to connect with like-minded individus and embark on new, professional and personal adventures.

A Deal Execution Associate with a background in Finance and Business Development. Over 5 years of experience building, maintaining and growing relationships across various industries. With a background in Economics and Finance, he specializes in advisory services. Always looking for ways to deliver value through exceptional problem-solving and communication. 

Meet Nikka, a diligent Senior Associate at Wolfson Equity, renowned for her prowess in sourcing lucrative investment opportunities. With a keen eye for detail and a strategic mindset, Nikka navigates the intricate landscape of equity sourcing with precision and finesse.

Nikka’s role revolves around identifying and evaluating potential investment prospects, scouring markets far and wide to uncover hidden gems. Through meticulous research and thorough analysis, she discerns the most promising avenues for our clients’ capital deployment.

As a consummate professional, Nikka collaborates closely with our esteemed partners and stakeholders, fostering strong relationships built on trust and transparency. Her dedication to excellence ensures that every opportunity pursued aligns seamlessly with our clients’ financial objectives and risk profiles.

With Nikka Velso at the helm, Wolfson Equity continues to set the benchmark for sourcing opportunities in the dynamic world of equity investments.

Dr. Greg Pedro, a Staten Island native and esteemed member of the Staten Island Hall of Fame, epitomizes the concept of a local hero. A graduate of the renowned St. Peter’s Boy’s Basketball team, he secured full scholarships to both Michigan State and Fordham University for his Bachelor of Science in General Science. Dr. Pedro furthered his education at Temple University’s School of Dentistry, specializing in Prosthodontics and earning ADA certification. Recognizing the future of advanced dentistry, he became one of the first 30 experts globally to undergo extensive training in Computer Guided Dental Implant Surgery under the guidance of world-renowned prosthodontist Thomas Ballshi. His foresight and expertise position Dr. Pedro as the go-to surgical prosthodontist on Staten Island. Driven by a commitment to excellence, he emphasizes the significance of the initial visit’s cosmetic analysis and in-depth patient discussions, reflecting his philosophy of harmonizing natural beauty, patient desires, and creating exceptional, natural-looking results.

With over 30 years of experience, Dr. Pedro’s credentials include a Doctor of Dental Medicine (DMD) degree and ADA certification. His dedication to excellence extended to completing the challenging Botox for Dentists course, earning him the prestigious title of TMJ Specialist. Renowned for his warm chair-side manner, Dr. Pedro is recognized for pain-free injections, making even the most apprehensive patients find success in their treatment plans. His unique combination of skill, experience, and patient-centric approach distinguishes him as a sought-after professional in the field of prosthodontics and high-end dentistry on Staten Island.

Liz Hardy, our seasoned Senior Associate at Wolfson Equity, is the financial maestro you’ve been searching for. With a knack for numbers and a dash of charm, Liz navigates the equity investment realm with flair and finesse.

From diving deep into market trends to concocting clever investment strategies, Liz brings a fresh perspective to the table. She’s not just crunching numbers; she’s crafting financial symphonies that harmonize with your goals.

But Liz isn’t all business; she’s the office’s resident pun master and champion of coffee breaks. With her infectious energy and unwavering dedication, Liz embodies Wolfson Equity’s commitment to making finance both effective and enjoyable.

Dr. Kevin C. Wood, a Buffalo, New York native, has been a distinguished figure in Western New York’s dental community since 1983. A proud graduate of Howard University College of Dentistry, he has devoted himself to continuous learning, amassing extensive post-graduate education hours in various dental disciplines. Dr. Wood stands out for his expertise in CEREC CAD/CAM reconstruction, backed by advanced training. His commitment to innovation is evident through multiple certifications from the Academy of Laser Dentistry. Beyond his thriving practice, Dr. Wood serves as an esteemed educator and consultant, contributing to local health care and community organizations. His professional affiliations include memberships in prestigious dental associations such as the Academy of Laser Dentistry, International Congress of Oral Implantology, American Dental Association, and many more, reflecting his comprehensive dedication to advancing dentistry and holistic oral health.

With nearly three decades of experience in the dental industry, Shuaib Raza is the founder and CEO of A-Dent Restorations, a cutting-edge dental laboratory known for its commitment to delivering the highest quality restorative dental services. Shuaib, a Master of Dental Technology from New York University, combines the human touch with state-of-the-art technology to create beautiful and elegant smiles. His expertise spans managing full-service dental lab operations, leading teams, and providing consultation on the latest CAD and CAM technology. Beyond his role at A-Dent, Shuaib is an active member of the Spear Study Club, mentoring general dentists, and serves as an advisory board member overseeing dental programs at Middlesex Community College.

Dr. Parasher is a highly skilled and compassionate dentist with a strong commitment to community outreach and service. She earned her dental degree from New York University College of Dentistry in 2002 and further honed her expertise through a rigorous two-year residency in general dentistry at Columbia University. With a decade of experience in dentistry, Dr. Parasher has dedicated her career to public health and serving underserved communities. Her passion for making a positive impact led her to become the dental director at Housing Works, where she not only provides top-quality dental care to patients but also serves as an attending for residents. Dr. Parasher’s unique blend of dental knowledge and genuine compassion allows her to address the distinctive needs of the Bronx community with dedication and excellence. At Housing Works, you can trust that Dr. Parasher is committed to delivering exceptional dental care in a clean and safe environment.