Our Team

Scott is a proven dealmaker with over 15 years of industry experience and more than $116 million in facilitated transactions. He brings strategic and operational expertise from leadership roles at Hagadone Corporation, Blackfoot Communications, and his own entrepreneurial ventures, including a real estate investment trust. An MBA graduate of the University of Montana and a Montana native, Scott is also a dual-certified M&A professional (CMAA, CBI) and holds a real estate broker's license. His analytical and operational strengths make him a trusted leader withing the firm and the broader M&A community.

Chad brings over a decade of experience in mergers and acquisitions, business consulting, and private equity. He has held CEO, CFO, and Director of M&A roles in both startups and established companies and has been involved in more than $100M in transactions, often leading post-acquisition integration. A Montana native, Chad holds degrees in Finance and Economics and an MBA from the University of Montana. Chad’s focus at Sage is helping clients navigate the deal process, from initial document preparation to the due diligence and closing process, offering insight that consistently supports successful client outcomes.

With nearly 20 years of Mergers & Acquisitions experience, Tanny, a Montana native, supports the firm’s clients and principals and oversees daily operations across the full M&A lifecycle. She coordinates meetings, conducts research, executes marketing initiatives, and stewards data rooms through due diligence and closing. With hands-on experience across dozens of transactions, Tanny is the team’s connective force, providing support and ensuring consistent, high-quality execution throughout each engagement. Her experience and relationship-driven approach are critical to helping Sage deliver seamless client outcomes.

Bodhi Tripathi, an accounting senior at the University of Montana School of Business, has been a valued member of our team for over a year. He brings a strong foundation in financial analysis and a proactive mindset in supporting our M&A activities. With a strong work ethic, attention to detail, and excellent analytical skills, Bodhi is a reliable and impactful contributor to our transaction team. At Sage, his focus includes buyer research, financial modeling, due diligence support, and assisting senior team members throughout active engagements.

Robert Heffner is a retired M&A advisor whose expertise is shaped by a multifaceted career as a business owner, Montana Department of Commerce chief, commercial banker, and acquisition finance consultant. He created Montana's award-winning Microbusiness Finance Program and has helped finance the growth of hundreds of companies through these roles. With extensive experience in industrial and energy-related transactions, Robert is a trusted advisor at Sage, known for providing clear, practical insight into the complexities of M&A deals.