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.

Member Directory

Showing 116 members
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Rob Piacitelli
President
ThirdSide Capital
Member for 7 Years
Eric Cooper of Commonwealth Financial Group is a member of XPX Greater Boston
Eric A Cooper
CEPA, Financial Planner
Commonwealth Financial Group
Your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
New Member
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew A Slaney
President
FinArc Investments, Inc.
An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
Member for 9 Years
Sean Kavanagh
Ariel Group
New Member
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John F Malone
Partner
Business Improvement Group, LLC
Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
Member for 2 Years
Seth Webber of BerryDunn is a member of XPX Greater Boston
Seth Webber
Principal
BerryDunn
A client needs to know the value of what they have and the logic that drives the number.
Member for 2 Years
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Member for 6 Years
Kathleen Henry of Nutter, McClennen & Fish, LLP is a member of XPX Greater Boston
Kathleen R Henry
Associate
Nutter, McClennen & Fish, LLP
You need assistance with buy- or sell-side mergers or acquisitions, or assistance with venture capital financing.
Member for 2 Years
Shavon Prophet of ICA Group & MassCEO is a member of XPX Greater Boston
Shavon M Prophet
Business Development & Partnerships Manager
ICA Group & MassCEO
You need guidance on employee ownership options like ESOPs and worker cooperatives.
New Member
Aaron Naisbitt
Vice President
Dunn Rush & Co. LLC
Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.
Member for 4 Years
PETER SULLIVAN of 550 Advisors LLC is a member of XPX Greater Boston
PETER SULLIVAN
Operating Partner
550 Advisors LLC
Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.
Member for 3 Years
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Vice President
Mohamed-Merola Wealth Management
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Member for 3 Years
Gabrielle Piasio of BankProv is a member of XPX Greater Boston
Gabrielle Piasio
Commercial Lender
BankProv
You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.
Member for 3 Years
Dan Corcoran
Managing Director
MCRC
Need capital for management buyouts, partner buyouts, acquisitions, growth
New Member
Jeffrey L Glashow
Senior Vice President
Middlesex Savings Bank
When you need bank financing for working capital, business expansion and commercial building acquisitions.
Member for 4 Years
Greg Farland
CEO
Alliance Private Wealth
You are looking for an Exit Planning Advocate to be by your side during your exit and beyond.
Member for 3 Years
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
Senior Vice President – Financial Advisor - CIMA® CPWA®
RBC Wealth Management
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Member for 7 Years
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Founder & Principal
Romero Solutions Group
Your family business clients need help with strategic planning, profitability, longer-term sustainability, organizational design, operating rhythm effectiveness and unexpected problem solving.
Member for 1 Year
Tom Sherwin
President & CEO
CEO Resources, Inc.
You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others. I am the trusted advisor CEOs talk to before they talk to anyone else.
Member for 1 Year
Andrew Merken
Partner
Burns & Levinson LLP
You need a middle market M&A attorney
Member for 1 Year
Wendy Foster
Big Brothers Big Sisters of Massachusetts Bay
New Member
Kevin M. Burke
First Vice President Commercial Banking
Cambridge Savings Bank
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.
Member for 5 Years
Leland Mindnich of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Leland Mindnich
Assistant Vice President
Mohamed-Merola Wealth Management
You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Member for 4 Years
Robert Kershaw
Senior Vice President
Cambridge Savings Bank
Experienced commercial banking professional providing thoughtful senior debt solutions to help business owners and investors enact their growth strategy with a committed partner.
New Member
Joshua England
Partner & Tax Attorney
AAFCPA's Inc.
You want to save taxes
New Member

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