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 124 members
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Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
You have a client or acquaintance looking to sell a business, buy a business, or raise capital
Member for 2 Years
Conntact: Jae Erdekian, Email:
Member for 1 Year
Chris Shepler of Fiduciary Trust Company is a member of XPX Greater Boston
Chris Shepler
Trust & Investment Officer
Fiduciary Trust Company
Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.
New Member
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Tarlow Breed Hart & Rodgers, PC
Member for 7 Years
Jonathan Vogt
Senior Vice President
Senior Bank Debt, M&A Financing, Term Debt, LOC & CRE Financing. Access to KeyBank's specialized IB Industry knowledge & expertise, Capital Markets, Cash Flow/ABL/LevFin, Treasury/Payments, Leasing, FX, & Wealth Mgt. Responsive.
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
Kimberly Kramer
Of Counsel
McLane Middleton, Professional Association
Your closely held or family owned business client is ready to strategize or implement an internal or external transition.
Member for 4 Years
Terence Shepherd of ROCG Consulting is a member of XPX Greater Boston
Terence Shepherd
Founding Partner
ROCG Consulting
When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
Member for 7 Years
Marc Mingolelli
HUB International, LLC.
I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.
Member for 3 Years
Joseph Confessore of Washington Trust is a member of XPX Greater Boston
Joseph M Confessore
SVP | Wealth Management | Commercial Banking
Washington Trust
Exit Planning and Wealth Management, Debt Capital and Commercial Banking
Member for 4 Years
Jeff Sacknowitz of Strategy Across Borders is a member of XPX Greater Boston
Jeff Sacknowitz
Strategy Across Borders
You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market
Member for 2 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, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Member for 1 Year
Joanne Censullo
Managing Director
Risk Strategies Company
An insurance question arises and I will likely have the answer, solution or know someone who will!
Member for 1 Year
Andrew O'Brien of Resolute Advisory Services is a member of XPX Greater Boston
Andrew O'Brien
Resolute Advisory Services
You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.
Member for 3 Years
Sandra Saner of The Private Bank, Bank of America is a member of XPX Greater Boston
Sandra T. Saner
Managing Director
The Private Bank, Bank of America
Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?
Member for 12 Years
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren J. Rutherford
Rutherford Advisors, Inc.
Your client needs an executive search to get a successor in place.
Member for 11 Years
Stephen T Vesey
Exit The Family Business
8:00am -5:00pm
New Member
John Weeks of The Colony Group is a member of XPX Greater Boston
John Weeks
Managing Director, Family Wealth & Business Transition Planning
The Colony Group
You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
Member for 6 Years
Matthew Quinn
SVP Middle Market
Key Bank
Help clients through the exit planning process using a diverse network of XPX professionals
New Member
Norman W Gauthier
Managing Partner
Heritage Hill Partners Inc.
Member for 11 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
Paul Schmid
Arent Fox LLP
You need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Member for 2 Years
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
Member for 10 Years
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Managing Director, Wealth Manager
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 4 Years
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
First Vice President - Senior Asset-Based Lending Officer
Cambridge Savings Bank
A financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.
Member for 3 Years

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