Jonathan Harkless
Founder and Managing Partner
Jonathan is the Founder and a Managing Partner of Banah Advisory. He is a seasoned entrepreneur who has built several companies and sold two of his own. He has led company restructures, served in various interim and fractional executive positions, and served on several executive boards. He is involved in venture capital and is a patented inventor. He has also led various faith-based initiatives and champions integration of faith and business. Jonathan lives in Texas with his wife of 22 years and his five children.
Michael Brown
Co-Owner and Managing Partner
Michael is Co-Owner and Managing Partner of Banah Advisory. He has over 30 years of experience in global capital markets and corporate banking. His expertise includes having managed over $10 billion in institutional assets and building high-performance executive teams. He also founded and developed a unique operating company specializing in the outdoor industry culminating in a successful sale to private equity. Michael is also an Adjunct Professor at Dallas Baptist University, teaching Entrepreneurial Capital. His passion lies in empowering the next generation of entrepreneurs. Michael and his wife have been married 31 years, have two adult children, and split their time between Oklahoma and Texas.
Jason Wagner
Managing Director
Jason serves as the Managing Director and is a seasoned executive with years of experience in leadership roles, consistently delivering exceptional results in revenue growth and operational efficiency. He has a proven track record of managing high-performing teams, driving significant annual revenue, and implementing strategic business improvements. Jason is recognized for his expertise in team leadership, new business development, and optimizing organizational processes. Jason lives in Kansas with his wife and two children.
Don Bisbee
Senior Advisor
With a a passion for growth, innovation, and scale, Don has spent more than 25 years at the intersection of healthcare and technology. He understands changing healthcare trends in the provider, payor and technology realms and is able to help companies pinpoint where innovation and action can create opportunity. He brings deep experience in market and product strategy, organizational structure and efficiency, partner and channel development, as well as how to scale for transformation and growth.
Don has been married for 25 years and has two sons, both Eagle Scouts and now in college. Don is an elder in his church and enjoys time with his family hunting, snow skiing, trail riding and relaxing at the lake.
James Hwang
Senior Advisor
With over 25 years of experience in executive management and private equity, James specializes in helping businesses redesign and grow. His expertise spans mergers and acquisitions (M&A), divestitures, financial restructuring, compliance, cybersecurity, product development, sales and channel development, and engineering delivery workflow design. He has a deep understanding of the Financial, Retail, MDI, and Healthcare markets.
James and his wife have two children and reside in the Dallas-Fort Worth area.
Jonathan Middlebrooks
Senior Advisor
Jonathan has spent the last 25+ years in leadership roles in the non-profit space. Jonathan is a gifted communicator and relational leader. He has a proven track record in building teams and creating culture inside organizations. Jonathan is a partner in a firm that has raised capital in private equity, venture capital, and real estate as well as investing through his family office in the same spaces. He has passion for discipling “apostolic entrepreneurs” and has been heavily involved in the redemptive entrepreneurship space in the US.
Jonathan lives in Oklahoma City with his wife Annie and their 6 children.
Tony Henry
Senior Advisor
Tony is a CPA with over 30 years of financial and operational experience in the energy, commercial construction, manufacturing, and hospitality industries. He has strong abilities to recognize, create and execute plans, supervise teams, and recommend appropriate action. Tony has consulted with numerous clients to evaluate business processes to determine compliance with management policies, procedures, goals, and objectives. As a former CFO, his experience underscore’s reliability and integrity of financial information and the means used to identify, measure, classify, and report such information.
Tony lives in Tulsa, Oklahoma with his wife and 2 children.
Caleb Belk
Analyst
Caleb supports the Banah team on both transactional and due diligence efforts. Caleb received his BBA in Finance from Dallas Baptist University.
Caleb currently resides in Dallas, TX and is an active member of Watermark Community Church. In his free time, he enjoys running, watching Premier League soccer, improving his golf game, and drinking coffee. He thinks every year is the Cowboys’ year.
Kennedy Brown
Analyst
Kennedy supports Banah’s M&A efforts with a focus on transactional execution, due diligence review, and administrative support. She earned her BA in Political Science from Southern Methodist University and began her career at Haynes and Boone, LLP, where she assisted in patent prosecution within the Intellectual Property division.
She resides in Dallas, TX, and is an active member of Providence Church in Frisco, where she serves in the children’s ministry. Outside of work, Kennedy enjoys CorePower yoga, reading, and spending time with her English Bulldog, Mr. Carl.