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 134 Members
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Todd Davock
Member for 1 year
SVP
Carandsea3, LLC
Call me when... Acquisition and growth financing for middle market companies
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.
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.
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.
Joshua French
Member for 6 years
Partner
Nutter McClennen & Fish
Call me when... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way
Rick Clemon
Member for 1 year
Partner
Clemon Consulting
Call me when... Buyers/sellers need accounting and analysis transaction support services.
Rick Weed
Member for 2 years
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
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.
Joshua England
Member for 2 years
Partner & Tax Attorney
AAFCPA's Inc.
Call me when... You want to save taxes
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.
PETER SULLIVAN
Member for 5 years
Operating Partner
550 Advisors LLC
Call me when... you have a business in transition. As an Operating Partner I run mid-market businesses owned by private investors. We are always looking for fresh opportunities. I have good experience taking over when a deal is going sideways.
Kevin McAuliffe
Member for 3 years
Wealth Advisor
Fiduciary Trust Company
Call me when... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
Cameron Scott
Member for 4 years
Principal, Valuation Services Group
BerryDunn
Call me when... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
Neal Hegge
Member for 1 year
Vice President
Fiduciary Trust Company
Call me when... you or your clients have questions about pre- and post-transaction financial planning, estate planning, investment advice. I'm happy to provide informal guidance if helpful to you or your clients.
Zane Fernandez
Member for 1 year
Attorney
Gesmer Updegrove LLP
Call me when... you need a corporate attorney
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.
John Colucci
Member for 7 years
Director, Corporate Department and Managing Director, Woburn Office
McLane Middleton
Call me when... A business is planning a significant transition.
Michael McEntee
Member for 1 year
Managing Director
A. Neumann & Associates
Call me when... A client with revenue of $2 million or more needs a business valuation or has interest in selling a business and desires expert guidance throughout the process.
Michael Radin
New Member
Partner
Tarlow, Breed, Hart & Rodgers P.C.
Call me when... You or your clients have a significant transaction or a transaction that could have significant impact on a business, its owners or employees, or customer or suppliers of any of them.
Brayden Minahan
Member for 1 year
Vice President, Wealth Advisory and Private Banking
Wilmington Trust
Call me when... Your business or you need customized investment management, estate planning, private banking, and/or lending.
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
Michael Wright
Member for 11 months
Senior Wealth Advisor
The Colony Group
Call me when... You or your client is ready to discuss ways to design and live their best life before, during, and after the sale of their business.
Matthew Allison
Member for 6 years
Senior Consultant
ROCG Consulting
Call me when... You are looking to develop a strategic plan to build the value of your business.
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