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 137 Members
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Robert Lorenson
Member for 6 years
VP
TD Bank, N.A.
Call me when... you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.
Aaron Naisbitt
Member for 7 years
Managing Director
Dunn Rush & Co. LLC
Call me when... 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.
Megan Kearney
New Member
Partner
Exit Factor Lexington (Boston Metro West)
Call me when... Whether you're selling, transitioning, or passing your business on, now’s the time to start preparing. If you’ve recently acquired a business, focus on building value and setting up a solid succession plan for future success. It's never too early.
Daniel Paris
Member for 5 years
Senior Vice President / Private Client Advisor
Bank of America Private Bank
Call me when... Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.
Ed Pierce
Member for 6 years
CFO
Coos Bay Partners
Call me when... You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.
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.
Paul Oliveira
Member for 3 years
CEO
KLR
Call me when... you need help reducing or evaluating your business taxes.
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.
Erin O'Leary
Member for 1 year
M&A Intermediary
BayState Business Brokers
Call me when... You have a business owner looking to sell or a question regarding a transition situation that I may be a resource.
John McGourty
Member for 2 years
Financial Advisor
CFG / MassMutual
Call me when... you want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.
William Wilcoxson
Member for 4 years
Senior M & A Advisor
Osage Advisors
Call me when... you are considering selling your company or have a client looking to sell
Tom Camp
Member for 9 years
Managing Member
Camp Corporate Law, LLC
Call me when... you have a client in need of an experienced M&A or Private Equity attorney focusing on the lower middle market.
Danny Lattanzi ChFC®, SE-AWMA™
Member for 1 year
Senior Vice President, Wealth Management Advisor
The Weber Group at Merrill Lynch Wealth Management
Call me when... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Kyle Scandore
Member for 1 year
Attorney
McLane Middleton, P.A.
Call me when... A business owner is ready to sell or begin transferring their business
Julie Alig
New Member
CEO and Founder
JLA Analytics, LLC
Call me when... Clients hire me as their secret weapon to unlock hidden value and maximize deal size through advanced analytics. I find the hidden profit centers, identify high-value clients and validate forecasts with data science.
Ross Yogel
Member for 1 year
Partner, Director of Business Valuation | Financial Forensics
LGA LLP
Call me when... You need an independent closely held business valuation assessment, quality of earnings and due diligence needs, or a financial forensic investigator.
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.
Justin Merola
Member for 6 years
Managing Director, Wealth Manager
Mohamed-Merola Private Wealth
Call me when... 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.
Kent Gregoire
Member for 1 year
CEO
Symphony Advantage Inc
Call me when... CEOs who has (or wants to have) the courage to grow an organization from whatever it is today to one that is rock solid, with a strong culture and a strong leadership team in place to maximize profit, value and impact.
Rudy Scarito
Member for 8 years
President
RS Finance & Consulting, LLC
Call me when... you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
Dan Corcoran
Member for 3 years
Managing Director
MCRC
Call me when... need capital for management buyouts, partner buyouts, acquisitions, growth
Marius Dehelean
Member for 1 year
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.
Kristin McKenna
Member for 1 year
President
Darrow Wealth Management
Call me when... Someone needs help managing/planning for sudden wealth from the sale of their business.
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