M&A Advisory / Strategic Readiness / Corporate Strategy

Leadership

Professional headshot of Bob Morris, digital transformation and M&A strategist at Bravery Group

Bob Morris

Co-Founder & Managing Partner
ATLANTA, GA

Bob Morris, Co-Founder of Bravery Group, is a digital transformation and M&A expert with 25+ years of leadership in marketing, analytics, and agency growth. He specializes in buy- and sell-side strategy, integration, and value creation across digital-first businesses.

Headshot of Paul Newton, Co-Founder and Managing Director at Bravery Group, expert in SaaS and M&A advisory

Paul Newton

Co-Founder & Managing Partner
Greenville, SC

Paul Newton, Co-Founder of Bravery Group, is a SaaS and M&A advisory leader with 20+ years of experience across marketing tech, analytics, and enterprise growth. He guides founders and investors through strategic transactions, value creation, and post-acquisition integration.

Executives in Residence

Headshot of Jeff Mikes, Senior Advisor at Bravery Group, expert in digital transformation and M&A strategy

Jeff Mikes

Senior Advisor
Atlanta, GA

Jeff Mikes, Senior Advisor at Bravery Group, brings 20+ years of digital transformation and M&A strategy expertise. He guides founders and executives on strategic positioning, buyer alignment, and value-focused transactions in Martech and digital services.

Headshot of Greg Schlimm, Senior Advisor at Bravery Group, expert in analytics, M&A strategy, and post-acquisition integration.

Greg Schlimm

Senior Advisor
Washington, D.C.

Greg Schlimm, Senior Advisor at Bravery Group, is a veteran M&A strategist with 20+ years of experience in analytics-driven transactions, post-acquisition integration, and global growth execution across corporate and private equity settings.

Professional headshot of Annie H. Hoffman, Senior Advisor at Bravery Group

Annie H. Hoffman

Senior Advisor
Atlanta, GA

Annie H. Hoffman is an Executive in Residence at Bravery Group, where she brings more than 25 years of experience in media, executive coaching, and communications strategy to the firm’s sell-side advisory practice. Known as The Media Mindset Coach, Annie has trained C-suite leaders, professional athletes, broadcasters, and Fortune-level executives to elevate their presence, refine their message, and project a polished, authentic voice in high-stakes settings.

ASSOCIATES & ANALYSTS

Professional headshot of Heath Newton, Associate at Bravery Group

Heath Newton

Associate
Greenville, SC

Heath Newton is an Associate at Bravery Group, where he supports management teams across technology, media, and digital services including digital agencies, marketing technology, advertising technology, software, and analytics firms through complex M&A transactions. He plays a central role in financial analysis, market research, buyer engagement, CIM development, and the preparation of transaction materials, ensuring that each process runs with discipline, clarity, and precision.

Professional headshot of Mark Roby, Analyst at Bravery Group

Mark Roby

Analyst
Greenville, SC

Mark Roby is an Analyst at Bravery Group, where he partners with senior leadership to advise founders and management teams across the technology, media, and digital services ecosystem—including digital agencies, marketing technology, advertising technology, software, and analytics firms. He supports every stage of the M&A lifecycle, from market mapping and buyer targeting to financial modeling, CIM development, due diligence coordination, and transaction execution. with an attention to detail, and ability to distill complex financial information into clear, actionable insights

Bravery Group
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