The Experience Behind Every Transaction.
At Monument, clients work directly with the Managing Partners responsible for their engagement. From initial strategy and transaction preparation through negotiations and closing, our senior-led approach ensures continuity, accountability, and a highly personalized advisory experience.
Combined transaction experience prior to founding Monument
Experience spanning investment banking, management consulting, and executive leadership
Perspective gained from advising sellers and executing acquisitions
Comprehensive transaction leadership from initial strategy through closing and transition
Payton Anderson
Payton brings a diverse background spanning M&A leadership, management consulting, and executive operations. Prior to founding Monument, she served as Senior Vice President of Growth for a private equity-backed platform, where she led acquisition strategy, transaction execution, and strategic growth initiatives. Previously, she worked in transaction advisory and management consulting, partnering with investors, business owners, and executive leadership teams on acquisitions, operational improvement, and value creation.
Her experience as both a transaction advisor and corporate executive provides a distinctive perspective on the financial, operational, and strategic considerations that influence business value. Having led transactions from initial evaluation through closing and post-acquisition integration, Payton understands the importance of disciplined execution, thoughtful decision-making, and aligning transaction outcomes with an owner's broader objectives. At Monument, she brings this experience to every client relationship through a hands-on, strategic, and highly personalized approach.
Master of Business Administration, Clemson University. Bachelor of Business Administration in Finance, University of Georgia, where she competed as a member of the equestrian team.
Outside of her professional pursuits, Payton enjoys spending time with her husband, Sam, and their Golden Retriever, Dutton. An accomplished equestrian and multiple World Champion, she continues to compete with her horses, Scotty and Clifford.
Dan Staffieri
Prior to founding Monument, Dan advised on approximately $830 million in completed lower-middle-market transactions across sell-side and buy-side engagements. His experience encompasses business valuation, transaction positioning, buyer identification, negotiations, and due diligence. Having represented business owners and executed acquisitions on behalf of private equity investors, Dan brings a comprehensive understanding of how sophisticated buyers evaluate businesses, structure transactions, and assess investment opportunities.
At Monument, Dan leads clients through each stage of the transaction process, combining rigorous financial analysis with a highly personalized advisory approach. He recognizes that a successful sale requires more than an attractive valuation; it demands thoughtful consideration of transaction structure, execution certainty, and the owner's long-term priorities. His commitment to direct involvement and disciplined execution helps clients navigate complex decisions with confidence.
Bachelor of Science in Finance, Brigham Young University, Marriott School of Business. Fluent in Spanish.
Outside of work, Dan enjoys spending time with his wife and their six children, traveling, and exploring Utah's mountains, deserts, and lakes.
Let's Discuss Your Next Chapter.
Whether you are actively evaluating a sale or simply exploring future possibilities, we welcome a confidential conversation about your business and the opportunities ahead.
payton@monumentadvisorygroup.com
dan@monumentadvisorygroup.com