THE TEAM
The people behind NextPhase.
Team members
TOM WHITAKER
Co-Founder and Platform Architect
Tom is the architect behind the NextPhase platform, building the technology infrastructure that automates the entire seller preparation process, from financial analysis and valuation through CIM generation, proof of cash verification, and buyer matching. A serial entrepreneur and systems builder, Tom has automated over 100,000 business processes, deployed technology systems across dozens of companies, and brings a rare ability to translate complex operational problems into clean, working technology. He built NextPhase from the ground up so that every seller gets institutional-quality preparation at a fraction of traditional advisory cost.
DIONISIO ROMAN III
Co-Founder and 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. 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.
KYLE WATTS
Director of Marketing and 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.
SIENNA ROMAN
Head of Branding and 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.
STEPHEN ROSENTHAL
Strategic Partner, M&A and 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. His track record in sales, team development, and business building enhances our network's value.
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 and deal communications.
BEN TUCKER
Market Research and 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.
Partner testimonial
"Working with Dionisio and the team at NextPhase Partners has been exceptional. Their approach to deal flow management is both methodical and fast-moving, every opportunity we've collaborated on has moved with clarity, precision, and purpose.
What stands out most is their ability to balance relationship-driven trust with analytical rigor, making complex negotiations feel seamless and productive."
