SC&H Capital Announces Leadership Transition

Press ReleasesCapital
Updated on: March 29, 2024

Founder and Managing Director Christopher Helmrath creates space for the next wave of leadership to rise, appointing Greg Hogan and Matt Roberson as co-leaders.

SC&H Capital, the investment banking and valuation advisory practice of SC&H Group, announced today that Founder and Managing Director Christopher Helmrath transitioned the leadership of the SC&H Capital practice to longtime partners Greg Hogan and Matt Roberson effective January 1, 2022. This leadership change follows the practice’s most successful year in its history having advised on 27 transactions in 2021.

Hogan and Roberson have spent nearly 15 years growing SC&H Capital alongside Helmrath, who started the practice in 2005, and have taken on critical leadership roles in recent years.
Collectively, they have grown the investment banking team to nearly two dozen professionals with deep expertise in several key sectors, including manufacturing, technology, business and professional services, government contracting, and healthcare.

Hogan leads M&A and ESOP advisory transactions for privately held business owner clients across the country and oversees the business valuation team. Roberson specializes in leading M&A transactions for business owners and boards, maximizing results in sell-side representation, recapitalizations, management buyouts, and divestitures.

“We have created a multi-sector investment banking firm that leverages the expertise of SC&H Group when many other boutique firms have a singular industry focus,” said Helmrath. “Greg and Matt have been instrumental in building SC&H Capital into a leading investment banking and valuation advisory practice with a national presence. They’ve contributed so much to creating a successful culture that represents client-based service, constant learning and growth, and career advancement opportunities.”

Helmrath, with over 30 years of investment banking experience, will remain a Managing Director in the practice, transitioning his work to focus on developing deeper referral source relationships, supporting client assignments, expanding the special situations team across the referral network, and training and mentoring the team.

“Chris has established a great legacy with SC&H Capital that Matt and I are thrilled to build on in 2022 and beyond,” said Hogan. “We will continue to provide the highest quality of investment banking, M&A, and valuation advisory services to our clients and referral sources.”

“Greg and I are most proud of the team of professionals at SC&H Capital committed to providing outstanding services and invested in the success of our clients. We look forward to creating opportunities for those individuals to thrive professionally, as Chris did for us,” added Roberson.

About SC&H Capital
SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit

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