Merrit Sacks

Director

Mrs. Sacks joined the firm in 2023 and is a Director. She assists clients with mergers and acquisitions, financings, and capital structure related projects.

Mrs. Sacks was most recently a Senior Director at Heartland Dental, a high-growth, KKR private equity-backed dental support organization supporting over 1,700 dental offices across 38 states. While at Heartland, Mrs. Sacks led a team focused on financial reporting, technical accounting, and tax.

Prior to her role at Heartland, Mrs. Sacks led M&A activity and financial reporting at Allied Solutions, LLC, an Indiana-headquartered company providing technology-based products and services to over 4,000 financial institutions. Mrs. Sacks began her career as an auditor with Deloitte & Touche in Chicago serving clients in financial services, manufacturing and life sciences industries.

Mrs. Sacks, an Indianapolis native, graduated with high distinction and honors from the Indiana University Kelley School of Business with degrees in Accounting and Finance, as well as an MBA.

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317-605-8670
4 Carter Green, Suite 200,
Carmel, IN 46032 
Tel 317.636.1800 | Fax 317.636.1801

Securities transactions are performed through and under the supervision of Periculum Capital Markets, LLC. Member FINRA* and SIPC**. Disclosures Form CRS
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