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
Member for 2 Years
Partner
Mirus Capital Advisors
You have a client or acquaintance looking to sell a business, buy a business, or raise capital
Chris Shepler
New Member
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.
Jonathan Vogt
New Member
Senior Vice President
KeyBank
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.
Kevin M. Burke
Member for 5 Years
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.
Kimberly Kramer
Member for 4 Years
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.
Terence Shepherd
Member for 7 Years
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
Marc Mingolelli
Member for 3 Years
Director
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.
Joseph M Confessore
Member for 4 Years
SVP | Wealth Management | Commercial Banking
Washington Trust
Exit Planning and Wealth Management, Debt Capital and Commercial Banking
Jeff Sacknowitz
Member for 2 Years
President
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
Greg Romero
Member for 1 Year
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.
Joanne Censullo
Member for 1 Year
Managing Director
Risk Strategies Company
An insurance question arises and I will likely have the answer, solution or know someone who will!
Andrew O'Brien
Member for 3 Years
Founder
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.
Sandra T. Saner
Member for 12 Years
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?
Warren J. Rutherford
Member for 11 Years
Owner
Rutherford Advisors, Inc.
Your client needs an executive search to get a successor in place.
John Weeks
Member for 6 Years
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
Matthew Quinn
New Member
SVP Middle Market
Key Bank
Help clients through the exit planning process using a diverse network of XPX professionals
Robert Kershaw
New Member
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.
Paul Schmid
Member for 2 Years
Associate
Arent Fox LLP
You need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Justin Merola
Member for 4 Years
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.
John Bobbin
Member for 3 Years
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.
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