Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
Showing 138 Members
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Kristin McKenna
Member for 2 years
President
Darrow Wealth Management
Call me when... Someone needs help managing/planning for sudden wealth from the sale of their business.
Karin Gregory
Member for 4 years
Managing Partner
Blue Highway Capital
Call me when... You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders
James Brooks
New Member
Principal
Robust Flow Operations, LLC
Call me when... ...your operations are plagued with data headaches that seem insurmountable and are holding back growth.
Marius Dehelean
Member for 2 years
Senior Relationship Manager, VP
TD Bank
Call me when... Conventional or government supported (SBA, USDA, EXIM etc) financing
Leland Mindnich
Member for 6 years
Vice President- Private Wealth Advisor
J.P. Morgan Private Wealth
Call me when...
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Gregory Caswell
Member for 7 years
Managing Member
Caswell Advisory Group
Call me when... Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $3-15M.
William Stewart
New Member
Managing Director
First Street Acquisitions
Call me when... you have questions regarding valuations and selling your company
Alex Biega
Member for 1 year
Principal
Wincove Private Holdings
Call me when... I am an investor in industrial business services in the 2M-30M of EBITDA.
Gregory Rush
Member for 13 years
Senior Managing Director
Dunn Rush & Co. LLC
Call me when... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
Robert Leonard
Member for 5 years
Principal
BerryDunn
Call me when... a client needs GAAP Financials.
Tiiu Ashcraft
Member for 1 year
Sales and Marketing Director
One 8 Solutions
Call me when... When a company needs a Client Accounting Services Firm to help to solve financial management challenges, need ongoing accounting and bookkeeping support, and any QuickBooks order fulfillment.
Havell Rodrigues
Member for 4 years
Founding Partner
New Majority Capital
Call me when... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Kate Soto
Member for 4 years
Partner
Mirus Capital Advisors
Call me when... You have a client or acquaintance looking to sell a business, buy a business, or raise capital
Kevin Burke
Member for 7 years
Senior Vice President Commercial Banking
Cambridge Savings Bank
Call me when... There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.
Rick Weed
Member for 2 years
Senior Vice President - Client Development
SES ESOP Strategies
Call me when... You or a client would like to discuss the benefits of an ESOP as a business transition or exit strategy
Greg Farland
Member for 6 years
CEO
Alliance Private Wealth
Call me when... you are looking for an Exit Planning Advocate to be by your side during your exit and beyond.
Ryan Goral
Member for 2 years
Owner
G-Spire Group
Call me when...
A company is exploring the possibility of growing through mergers and acquisitions.
Noah Schlesinger
Member for 3 years
Vice President
AllianceBernstein
Call me when... you or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.
Brad Kayton
Member for 1 year
Regional Director, US Northeast
CFO Center
Call me when... a fractional CFO is needed
Daniel Shea
Member for 1 year
Financial Advisor
Bernstein Private Wealth Management
Call me when... you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
Lew Segall
Member for 8 years
Partner
Sullivan & Worcester LLP
Call me when...
You or a client needs experienced deal counsel for middle market transactions.
Gabrielle Piasio
Member for 6 years
SVP, Sponsor Banking
Grasshopper Bank
Call me when... You know a private equity firm or independent sponsor investing in the lower middle market looking for cashflow based senior debt financing, nationally.
