Matt Adrian

Matt Adrian brings more than 25 years of experience in the dental lending industry to his role as Practice Advisor at Menlo Dental Transitions. Over the course of his career, he has reviewed and closed more practice transitions than anyone else in the field, funding nearly $2 billion in total loan volume. At Menlo, Matt brings that experience directly to sellers and helps doctors achieve maximum value for their practice while navigating the process with clarity and confidence.

From 2001 to 2021, Matt served as Regional Manager for Bank of America Practice Solutions, where he focused on outside sales in the Southeast. He was named Salesperson of the Year four times, received the Spirit of Excellence Award (awarded to the top 0.1% of performers nationally), and was a Top Volume Producer for multiple years. He also served for more than a decade on the company’s Leadership Council, contributing to training and strategic planning. From 2021 to 2023, Matt continued his work in the industry as Regional Director at Provide.

Before entering the business world, Matt served in the U.S. Army from 1991 to 1994, completing Sniper School, Airborne School, and Air Assault School. He was awarded the Expert Infantry Badge and deployed to Somalia during Operation Restore Hope. Outside of work, Matt enjoys riding motorcycles, woodworking, and spending time with his three adult children.

Craig Gibowicz

Craig Gibowicz brings 25 years of experience in the dental industry to his role at Menlo Dental Transitions. Craig has built a strong and diverse career that enables him to effectively help dental practice owners navigate complex transitions. As Vice President of Practice Sales, he works with dental practice owners across the U.S., providing guidance and expertise to formulate an exit strategy. Whether selling to a private buyer or partnering with a DSO, Craig has the experience and understanding of practice valuations, sales processes, and strategy development for transitions to help practice owners navigate a successful sale, maximize the value of their businesses, and reach their goals.

Previously, Craig spent 20 years at Henry Schein Dental, where he served as Regional Sales Manager, Practice Broker, and Business Development Consultant. In these roles, he helped dentists across multiple states grow their practices for optimal value in preparation for a future transition strategy, which he then helped execute. Craig holds a bachelor’s degree in psychology from James Madison University in Harrisonburg, Virginia.

Outside of the office, Craig enjoys spending quality time with his family, in addition to pursuing his hobbies of golfing and traveling.

David Haynes, MBA

David Haynes is Menlo Dental Transitions’ Market Leader of Dental Practice Sales in Arizona, bringing a deep background in finance, lending and business ownership to every transition.

David grew up in Georgia before moving to Idaho for college, where he earned a Bachelor of Science in Accounting. While in Idaho, he bought, operated and sold a small business, gaining firsthand appreciation for the challenges faced by small business owners. David went on to earn an MBA with an emphasis in Finance from Colorado State University, graduating in the top of his class.

While completing his MBA, David entered the banking industry as an analyst working in loan analysis and underwriting. This led to a niche in dental lending, combining his real-world small business experience with his education in accounting and finance. His career has been built on long-standing relationships rooted in mutual respect and trust. In 2020, David was recognized as the nation’s highest producing dental lender at First Citizens Bank.

Before joining Menlo Dental Transitions, David worked extensively with mutual clients of the firm as a banker and was drawn to Menlo’s high transition success rate and disciplined, detail-oriented approach to each practice it serves. Today, he leads dental practice transitions across Arizona, helping buyers and sellers navigate complex decisions with clarity and confidence.

David has presented at numerous associations, professional groups and community events, with a particular focus on educating small business owners on finance, investing and lending. He is also a former online instructor for BYU-Idaho, where he taught courses in Financing New Ventures.

David lives in northeast Mesa, Arizona with his family and enjoys dirt biking, golfing, and escaping the heat in San Diego to continue developing his sailing skills.

Luke Kapper, MBA

Luke Kapper has nearly two decades of experience in the dental industry, primarily with Bank of America Practice Solutions and Huntington Practice Finance. Throughout his career, he has participated in over $1 billion in healthcare-related lending, specializing in practice acquisitions, multi-practice lending, real estate, project lending, and ground-up construction. His expertise earned him recognition as a member of the Pinnacle Club at Bank of America and the opportunity to serve on the Small Business Executive Council for Bank of America and the National Advisory Board for Business Banking at Huntington National Bank.

Luke holds a Bachelor of Arts from Ohio Wesleyan University and earned his Master of Business Administration from the Fisher School of Business at The Ohio State University, focusing on change management and strategic planning. As a Six Sigma Black Belt, he takes a consultative, data-driven approach to practice transitions, incorporating effective tax planning, exit strategy analysis, and succession planning to help his clients achieve long-term success.  He believes that every practice should have a comprehensive plan in place well before a sale to ensure ongoing success for the patients, the staff, ownership, and their families.

Although Luke has served the Pacific Northwest’s healthcare community since 2010. He relocated to Vancouver, WA, from Powell, OH, in 2018. He is actively involved with the Oregon & SW Washington Chapter of the American Heart Association as a member of the Cor Vitae Society.  He also enjoys giving back to his community by coaching baseball and soccer for his two sons. In his free time, he loves golfing, playing guitar, traveling with his family, exploring the Pacific Northwest, and attending concerts with his wife.

Marc Schubert

A long-term Arizonian, Marc Schubert graduated from the University of Arizona, with a Bachelor of Science in Business, specializing in Business Sales and Operations which led to his extensive experience championing business development strategies and initiatives within the business-to-business (B2B) spaces and healthcare industry to build new markets, generate revenue, and expand client bases.

For the past 11 years, Marc has been involved in the dental business industry here in Arizona and he prides himself on the relationships he has developed with many local dentists. He built a multi-million dollar territory for Henry Schein Inc., a Fortune 500 company and global distributor of dental supplies, equipment, and business services. Marc truly enjoys helping his clients achieve their practice goals and has played a large part of the success of many dentists here in Arizona.

In addition to his dental experience, Marc’s background in finance and marketing make him the perfect fit to the Menlo Dental Transition team.

While not in the office, visiting a doctor, or showing a practice, Marc enjoys playing golf and spending time with his family, usually at one of his two daughter’s soccer games.

Mark Soelberg, CVA

Mark Soelberg joined Menlo Dental Transitions in early 2020 to fill the role of Menlo’s Vice President of Arizona Sales. Combining his passions for the dental field and finance, Mark brings a unique set of knowledge and skills to the team. Following his graduation in Finance from the BYU Marriott School of Business, he gained a range of valuation experience through positions with both private equity and venture capital groups. This previous experience, coupled with his acute attention to detail, has allowed Mark to excel as he’s entered the dental transitions space.

Mark’s initial exposure to the dental field came while working at Dental Intelligence, Inc. While there, he personally assisted over 250 practices, enabling those teams to effectively utilize software to improve operating performance, leverage the power of analytics, and ensure enhanced patient care. Mark’s passion for dentistry grew after witnessing firsthand the impact that dental team members can have as they strive to improve their patients’ lives. He is eager to bring that love for dentistry to the transitions space in order to help doctors navigate through the most substantial event of their professional careers.

Being an Arizona native, Mark loves to explore the Phoenix valley and beyond. His personal interests include learning (about anything and everything), reading, music, basketball, and AZ sports teams. He also enjoys spending time with his one-year-old daughter and wife of 7 years.

Certifications:
Certified Valuation Analyst (CVA)

Professional Memberships and Associations:
National Association of Certified Valuators and Analysts (NACVA)

Andrea Ray

Andrea Ray is a dental transitions advisor at Menlo Dental Transitions. Her professional background in healthcare and business helps Midwest practice owners reach their long-term goals through strategic valuations and transitions.

Before joining Menlo, Andrea served as a sales associate for Landmark Commercial Real Estate, specializing in site selection, sales and tenant representation. Her earlier career was spent as a registered dental hygienist and accounting assistant, providing her with firsthand knowledge of practice operations.

Andrea holds an Associate Degree in Science from Butler Community College and an Associate Degree in Dental Hygiene from Wichita State University. Outside of work, she dedicates most of her time to her two children, their schooling, and their sporting events and other activities. Andrea also enjoys working out, hiking, bow hunting white-tail deer, and spending quality time with her boyfriend.

Rich Andrus, MBA, CCIM, SIOR

Rich Andrus, MBA, SIOR, CCIM, specializes in the sales and leasing of office and investment properties throughout the state of Arizona, with an emphasis in medical and dental tenant/buyer and landlord/seller representation. His innate ability to establish relationships with landlords and tenants alike allow him to make an immediate impact in any situation.

Since joining Menlo Group Commercial Real Estate in 2010, Rich has participated in thousands of dental real estate negotiations across the United States, selling and leasing more than $400 million of total considerations. He brings his wealth of knowledge and expertise to each client he services.

Rich graduated from Utah State University with a dual Bachelor’s degree in Finance and Marketing and a dual minor in Economics and Spanish. Additionally, he graduated from the W.P. Carey School of Business at Arizona State University with a Masters in Business Administration.

Mitch Lamb, MBA

Mitch Lamb is Chief Executive Officer of Menlo Dental Transitions. In his role, he oversees business strategy, recruiting, operations and marketing for the growing dental transitions firm. His leadership has helped the company streamline processes and expand into new markets.

Before joining Menlo, Mitch served as CEO of a multi-million-dollar retail company, where he led strategic initiatives such as acquisitions, operational improvements, and creative growth strategies that drove significant expansion. He also has experience in corporate finance, where he played a key role in structuring M&A deals.

Mitch holds an MBA in Finance and Management from the University of Utah. He is married with six children. A true outdoor enthusiast, Mitch spends his free time outside with his family.

Tanner Milne, MBA, CCIM, SIOR

Tanner Milne has been involved with commercial real estate development and brokerage since 2003. After having negotiated hundreds of leases on behalf of doctors, dentists, and specialists, dental practice transitions was a natural fit. He has facilitated and negotiated projects and transactions with values in excess of $500 Million, and has carried projects from site acquisition to final close out. This experience provides clients value in understanding the critical path in buying, selling, and leasing commercial real estate.

Tanner founded Menlo Group Commercial Real Estate in 2008 with the objective of delivering unparalleled value to clients through service, innovation, and solutions. As a leader in the east valley office, dental and medical office, and office condo markets, Tanner has helped many of the valley’s top doctors and dentists locate space while negotiating favorable deals in their behalf.

After earning a bachelor’s degree from Brigham Young University, Tanner went on to receive a Master’s Degree in Business Administration from Arizona State University. It was at ASU where Tanner, Rich, and Matt became close friends and respected business advisors. He enjoys reading business books in his spare time, including some of his favorites: Good to great, Think and Grown Rich, and How to Stop Worrying and Start Living. Tanner is married with four beautiful children. He loves food, Brazil, and the beach.

Matt Porter, MBA, CVA

Matt Porter’s combination of education, credentials and experience has earned himself a well-respected reputation as a broker specializing in practices with revenues over $2 million dollars. Matt is also a highly sought after practice valuation expert with a unique ability to apply accurate analytic methods as well as keep his ‘finger on the pulse’ of what real-time values are for dental practices. As a result, Matt brings a balance of real estate, tax, valuation and small business acumen. His ability to properly evaluate and leverage both the quantitative and qualitative facets of a dental practice help to provide maximum value to his clients. Matt has successfully transitioned hundreds of dental offices and represented countless dentists who desire to sell their practice, purchase a practice or secure a partnership and has successfully represented dozens of doctors in DSO group roll ups.

Matt graduated in the top 10% of his class at Brigham Young University with a Bachelor’s of Science and a minor in business. He later continued his education by receiving a Master’s Degree in Business Administration with an emphasis in small business/entrepreneurship from Arizona State University, again graduating in the top 10% of his class. He stays current on his education by keeping his nose in the latest issue of the Harvard Business Review.

In his spare time, Matt loves to surf, dive and travel. In addition to spending time outdoors with his wife of over 20 years and his 3 daughters and 1 son, he actively coaches youth soccer and basketball teams. He enjoys volunteering in various charities, including Habitat for Humanity, Arizona Mission of Mercy, Salvation Army, Feed My Starving Children and his local church. You can also find Matt reading two or three books at a time. His favorite authors include Clayton Christensen, Benjamin Hardy, Richie Norton and Stephen Covey.

Sales Specialty:
Large group practice sales and individual practice sales of up to $20 million

Significant Sales:
Aug. 2021 – $60 million DSO group roll up sale of multiple general dental practices in Arizona
Nov. 2022 – $75 million DSO group roll up sale of 25 orthodontic and pediatric practices across the Southwest

Maggie Kuta

Maggie Kuta joined the Menlo team following her 2018 graduation from Brigham Young University, where she earned a bachelor’s degree in communications with an emphasis in public relations and a minor in business management. At Menlo, Maggie fills her day with a variety of marketing projects to raise awareness of Menlo’s services, recruit new employees, generate leads and sell current listings. Her skillset includes writing, content creation and social media management.

A South Dakota native, Maggie had to adjust to city life and the warmer climate, but she has fallen in love with the people and sunsets of the Valley. She and her husband enjoy watching movies, playing board games and spending time with family.

Taylor Kuta

Taylor Kuta joined Menlo Dental Transitions in 2022. As Transitions Analyst, he helps conduct financial analyses and complete practice appraisals on behalf of Menlo’s clients. He also plays an important role in listing onboarding, data integrity, and a variety of other tasks and projects.

Originally from Houston, Taylor moved to Phoenix following his graduation from Brigham Young University, where he earned a degree in Economics. He previously worked at Vanguard as a Client Relationship Specialist, providing support to high-net-worth clients. Taylor’s interests include fantasy novels, movie nights with his wife, and games of all kinds.

Karli Pierson, MBA

Karli Pierson joined Menlo Dental Transitions in 2019 as a Transaction Manager, relocating from her hometown in the Sacramento region of California to Arizona. Over the years, her role has evolved, and she now serves as the Operations Director for Menlo Dental Transitions. In her capacity as Operations Director, Karli assumes a pivotal role overseeing transactions, streamlining processes, developing policies, executing innovative business ideas, and constantly seeking ways to enhance the client experience.

Karli’s academic background includes a Bachelor’s Degree in Business Administration with a focus on Marketing from Jessup University in California, as well as a Master’s in Business Administration (MBA), in which she earned top honors in her class. Alongside her extensive experience in the business transitions industry from her time at Menlo, Karli also has extensive prior experience in operating a small business and understands business transitions on both a professional and personal level. 

Beyond her professional endeavors, Karli finds joy in exploring various interests. You can often find her working on home and design projects, indulging in reading and writing, or having fun with her two dogs.

Kelsy Singleton

Kelsy Singleton serves as a Transaction Manager at Menlo Dental Transitions. She joined the company in 2024 after a successful career in medical coding and customer service. Kelsy’s attention to detail, communication skills, and experience safeguarding confidential information help her thrive in her role. She enjoys building relationships with our dental clients and facilitating smooth transactions on their behalf.

Kelsy is married with one adult daughter and two dogs. An active member of her community, she volunteers with the youth at her church and participates in the community theatre and choir, both onstage and as a costumer and accompanist. Her other hobbies include completing puzzles, shopping, watching football, eating out, and playing games with family and friends.