ABOUT US
Taylor’s mission is to generate wealth and fulfillment for our clients, associates, and shareholders by building trusted relationships worldwide with those who share strategic vision and integrity; to continually be the best in our industry at strategically producing optimal results; and through our ongoing success to support those organizations which enrich humanity.
ABOUT US
Founded by Chairman Emeritus Ralph Taylor, Taylor Advisory, LLC is truly unique in the crowded universe of investment banks and advisory firms. Since the company was founded in 1975, the Taylor family has been dedicated to providing the most professional, personalized, and confidential merger and acquisition advisory services possible. Under the stewardship of the Office of the Chairman, Taylor Advisory, LLC unique resources and areas of expertise — the Five Pillars — give us a distinct advantage in achieving our client’s strategic goals and allow us to offer a unique body of service superior to our competitors. The Office of the Chairman thoughtfully coordinates the application of the Five Pillars, depending on the characteristics of a transaction, in order to realize our client’s strategic objectives.
“…Taylor Advisory’s unique resources and areas of expertise — the Five Pillars — give us a distinct advantage in achieving our client’s strategic goals and allow us to offer a unique body of service superior to our competitors.”
Five Pillars
Taylor Advisory, LLC is comprised of a diverse mix of individuals, each with highly specialized expertise in their respective fields and geographic markets. In addition to representatives of the Taylor family and select key executives, Taylor’s Office of the Chairman includes a distinguished group of individuals with extensive senior level corporate experience. We strongly believe our clients are best served by leveraging the knowledge of these individuals with the proprietary methodologies utilized within each of the Five Pillars.
Since the firm was founded, Taylor has deliberately maintained a low media profile in order to operate with the highest level of confidentiality. Consequently, the majority of our new business comes from personal referrals by our advisors and clients rather than from mass marketing or branding initiatives. Due to our structure and the nature of our approach, we are well equipped to protect critical information, which might otherwise cause distractions or disruptions if leaked during a transaction.
We feel our record of achieving exceptional results, our ability to operate with the highest level of confidentiality, our commitment to personalized service, and our exclusive focus on merger and acquisition advisory distinguish us from our peers.
Taylor Advisory, LLC’s Management Team
Ralph Taylor
Chairman Emeritus to Taylor Advisory, LLC
Mr. Taylor created the company’s vision and the concepts that have led to all of Taylor’s innovative yet highly successful approaches to mergers, acquisitions & divestitures. He is the primary architect of Taylor’s Global Advisor Network, which gives Taylor and its clients access to the key decision makers of virtually any company in the world.
In 1975, his entrepreneurial drive led him to form an executive search consulting firm that specialized in the strategic recruitment and placement of high-level senior executives for Fortune 500 clients. He personally pioneered many of the recruiting methods and techniques commonly used in the industry today.
Leveraging his existing knowledge, skills, and vast contact base, Mr. Taylor quickly expanded the firm’s services into the areas of management consulting, global mergers and acquisitions, and the execution of highly confidential divestitures.
Mr. Taylor has created a new paradigm of mergers, acquisitions and divestitures which has achieved results statistically superior to anywhere else in the industry. He is, by nature, a highly entrepreneurial thinker which leads him to successful solutions not ordinarily pursued by existing investment banking and consulting resources in the world of business.
Mr. Taylor is driven by the goal of creating methodologies and services that enhance shareholder value through highly accretive acquisitions and divestitures that realize the true value to buyers rather than merely getting deals done.
Mr. Taylor is the ultimate guarantor of project quality and client satisfaction.
Trey Taylor
Chairman
Mr. Taylor, the eldest son of Ralph Taylor, joined the company in 1994, is a member of the Executive Board, and serves as the current Chairman of the Board. He currently manages the firm’s buy-side business and specializes in the confidential acquisition of targets thought not to be for sale.
Mr. Taylor is chiefly responsible for the growth and development of Taylor’s Global Advisor Network, and has traveled the world meeting with, hiring and continuously interfacing with most of Taylor’s 1300+ senior corporate advisors. He supervises this resource of Senior Advisors to collaborate on acquisition and divestiture projects.
Mr. Taylor is the representative of the Office of the Chairman to Taylor’s global client base and ensures the success of our deals and the accretion of value our deals bring for our clients.
He is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor’s ongoing commitment to optimal results.
Mr. Taylor attended Hampden-Sydney College in Virginia and Georgetown University’s School of Foreign Service in Washington, D.C.
Kathy Peters
Chief Operating Officer
Mrs. Peters has dedicated her entire career to Taylor and has served many vital roles. She joined the firm in 1983 and through her tenacious spirit and sharp intellect has become an indispensable member of our team. As the Chief Operating Officer, Mrs. Peters manages and coordinates day-to-day functions of each department to ensure productive collaboration and efficient resource allocation.
Mrs. Peters is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor’s ongoing commitment to optimal results.
She lives in the beautiful Shenandoah Valley where she is active in her church.
Rachel Taylor Lane
Chief Financial Officer
Mrs. Lane started her career in investment banking and accounting in 1998 having served as a Controller for a consulting firm, an investment bank and a CPA firm. She currently serves as the Chief Financial Officer and Director of HR for Taylor Advisory.
She is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor’s ongoing commitment to optimal results.
She has a B.A. from Georgetown University and a Certificate in Accounting from University of California in Los Angeles.
A.J. Summers
Executive Director of The Office of the Chairman
Mr. Summers joined the firm in 2008 and has held a variety of roles. Currently serving as the Executive Director of the Office of the Chairman, he focuses on matching a client’s needs with Taylor’s unique capabilities and works closely with Trey Taylor in the Marketing Department.
He is a member of the Board of Management which is the ultimate planning and governing body that ensures Taylor’s ongoing commitment to optimal results.
He graduated from the University of North Carolina at Wilmington with a B.S. in Business Administration.
Richard Faillace
Executive Director of Corporate Relations
Dr. Faillace is the Executive Director of Corporate Relations in the Office of the Chairman, where he works directly with leadership to engage and support the firm’s Senior Advisor Network.
Before entering the private sector, Dr. Faillace retired after more than two decades of service as a U.S. Foreign Service Officer, with assignments across Africa, Europe, and the Middle East. His diplomatic career centered on crisis management and international engagement, where he built durable cross-cultural partnerships and guided U.S. companies through complex political and regulatory landscapes. He is the recipient of multiple State Department Honor Awards recognizing his leadership and contributions.
Dr. Faillace holds a Ph.D. in Russian History from Oklahoma State University and has an extensive academic background, including over a decade of teaching experience. He draws on this scholarly foundation in his current work, applying rigorous analysis, historical perspective, and strategic insight to enhance client outcomes in today’s complex business environment.
Manuel Recalde
Managing Director
Mr. Recalde is a Managing Director at Taylor Advisory, where he works closely with senior leadership on the firm’s M&A mandates, with a primary focus on leading sell-side engagements.
He brings extensive experience in strategic and financial advisory to founder-owned, private equity-backed, and publicly traded companies. His investment banking background spans client coverage of large-cap and middle-market Industrial and Real Estate businesses, complemented by deep transaction execution experience across M&A and capital markets.
Mr. Recalde holds an MBA from the University of Michigan as well as a Master of Engineering and Bachelor of Science in Civil Engineering from the State University of New York at Buffalo.
Spencer Henze
Director of Consulting
Mr. Henze is an experienced M&A and corporate development executive with a track record of executing complex transactions and helping companies accelerate growth through strategic acquisitions. Over the course of his career, he has successfully completed 39 transactions across private equity-backed and public companies.
He brings a practical, execution-oriented perspective to Taylor Advisory, combining rigorous financial analysis with extensive experience navigating the strategic, operational, and interpersonal complexities of M&A. His experience spans healthcare, professional services, and technology-enabled businesses, with a particular focus on helping organizations evaluate opportunities, execute transactions, and create sustainable value through growth.
Mr. Henze earned his bachelor’s degree in Economics from Binghamton University, State University of New York.
Vincent Meymandi
Chief of Staff
Mr. Meymandi serves as Chief of Staff at Taylor Advisory, LLC, where he operates across all pillars of the firm and works closely with the founder, Ralph Taylor. In this capacity, he supports the coordination and execution of strategic priorities across Taylor’s investment banking, strategic consulting, competitive intelligence, recruiting, and global access capabilities.
Working across departments and functional teams, Mr. Meymandi helps align the firm’s resources with the objectives of its leadership and clients. His responsibilities include advancing firmwide initiatives, supporting transaction and business development activities, facilitating communication among key stakeholders, and helping ensure the effective execution of projects directed by the firm’s leadership.
Mr. Meymandi is a member of Taylor’s Board of Management, the firm’s ultimate planning and governing body, which ensures Taylor’s ongoing commitment to achieving optimal results.
Mr. Meymandi earned his bachelor’s degree in Business Administration with a concentration in Finance from North Carolina State University.