CBIZ Mid-Atlantic Construction Summit

Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Orlando, Florida. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.

James (Jim) DeGeorge is a Partner at The JIAN Group, responsible for new business development, and has over 30 years’ experience in the homebuilding industry. In 1994, Jim began his career at Floors Inc. and served as Regional Vice President of CTI (HD Supply). Jim joined Pulte Homes as a VP of Operations in 2005 and founded Advanced Flooring and Design in 2008. JIAN represented Jim in the sale of his business to Littlejohn & Co. in 2015. Since then, he has held roles as CSO and CIO for Interior Specialists Inc. and Regional Vice President for Interior Logic Group (Blackstone). Jim is married to his wife of 30 years; they have two daughters and are active in their community and church. Jim holds a degree in Business Administration from The University of Delaware. He enjoys golf and spending time with his family in Florida and at the Jersey Shore.

Eric Lopez is the Founder and CEO of Arrowhead Leadership Consulting, where he helps organizations build strong cultures, align teams, and develop leaders through practical, high-impact strategies. He is the author of Structured Empowerment, a guide for creating systems that empower leaders and teams to perform at their best. A retired U.S. Army Colonel and combat veteran, Eric led infantry units in Iraq and Afghanistan and commanded the Army’s 3rd Recruiting Brigade, gaining extensive experience in leadership, team performance, and mission execution. Today, he works with leaders across corporate, educational, and nonprofit sectors to transform teams, improve organizational effectiveness, and drive sustainable results.

Marty McCarthy is a Managing Director in the Tax practice at CBIZ and serves as the Mid-Atlantic Construction Practice Leader. He is also a member of the firm’s National Construction Services Group Executive Committee. With more than three decades of experience working with construction companies, Marty combines technical proficiency with a collaborative, solution-focused approach. His deep industry knowledge has made him a trusted advisor to contractors seeing to improve efficiency, strengthen operations, and position their businesses for long-term growth.

Patrice is a Managing Director in CBIZ’s Valuation Services Group and co-leader of the firm’s national Employee Stock Ownership Plan (ESOP) practice. She specializes in advising middle-market companies on ESOP sale transactions, fairness opinions, and related advisory services. Patrice has led numerous transactions for selling shareholders, providing valuation, ESOP feasibility, and deal structure guidance, and she oversees annual valuation updates for ESOP Trustees. Her prior career experience also includes providing fiduciary services for ESOP companies, including assisting in buy transactions from existing shareholders.

Michael Turner co-founded The JIAN Group in 1993 as a national investment banking firm focusing on middle-market mergers and acquisitions in the building material industry. Since the firms’ founding in 1993, he has led The JIAN Group to become the largest and most influential mergers and acquisitions boutique in the building material industry. With over 30 years of transactional experience, Michael has completed numerous assignments involving mergers and acquisitions through creative structuring of transactions and utilizing keen negotiating skills. He holds a degree in Finance and Accounting from Marshall University and is a Certified Public Accountant. Michael lives in Fredericksburg, Virginia with his wife.