SC&H Capital founder Chris Helmrath to step down from leadership role – Baltimore Business Journal – Baltimore Business Journal

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SC&H Capital — the investment banking and M&A advisory practice of SC&H Group — has new leadership as its founder steps aside after more than 15 years at the helm.
Chris Helmrath, who started the practice in 2005, turned over leadership of SC&H Capital to longtime partners Greg Hogan and Matt Roberson starting Jan. 1. Helmrath will remain a managing director in the practice and will focus his work on “developing deeper referral source relationships, supporting client assignments, expanding the special situations team across the referral network, and training and mentoring the team,” according to a release Monday.
Hogan and Roberson have spent nearly 15 years at SC&H Capital. Hogan leads mergers and acquisitions and employee stock ownership plan (ESOP) advisory transactions for private business owners and also oversees the business valuation team. Roberson specializes in leading M&A transactions for business owners and boards, including in the areas of sell-side representation, recapitalizations, management buyouts and divestitures.
Since its founding, the practice has grown to nearly two dozen people with expertise in industries such as manufacturing, technology, business and professional services, government contracting and health care. In 2020, SC&H Capital acquired Equity Partners, an Easton-based boutique investment banking firm with seven members that specializes in distressed mergers and acquisitions.
Last year was SC&H Capital’s most successful year in its history, with the practice advising on 27 transactions, according to a release.
“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,” Helmrath said in a statement. “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.”
Sparks-based SC&H Group is the second-largest accounting firm in Greater Baltimore, with 106 certified public accountants and nearly 300 employees as of February 2021, according to Baltimore Business Journal research. The leadership transition at SC&H Capital comes after the larger firm underwent a change at the top in 2021 with Pritpal Kalsi taking over for longtime CEO Ron Causey.
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