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 112 members
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Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
Co-Founder, Partner
White Horse Capital

Call Me When... Your client's would like to optimize or transition their real estate holdings

New Member
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Senior Vice President
Webster Bank

Call Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

Member for 6 Years
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
Senior Vice President
RBC Wealth Management

Call Me When... you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Member for 5 Years
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David J Fasi, CFP®, CEPA®
First Vice President - Wealth Management

Call Me When... you're looking for planning and advice for your personal and business needs.

Member for 6 Years
Joseph Armenti
Cole Schotz P.C.

Call Me When... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A

New Member
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan

Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

Member for 1 Year
David P DeMuth
Co-Founder & Senior Managing Director
CFO Consulting Partners LLC

Call Me When... need financial planning for buy or sell side transactions

Member for 6 Years
Cameron H. Burns
Bradley, Foster & Sargent, Inc.

Call Me When... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Member for 6 Years
David Gaynor
Managing Director
Marshall & Stevens Incorporated

Call Me When... A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.

New Member
Stephen Chin
Financial Structures and Advisory, Inc.

Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Member for 5 Years
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
Managing Partner
NBT Associates LLC

Call Me When... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Member for 5 Years
John DelGrego of Marcum LLP is a member of XPX Hartford
John DelGrego
Managing Director
Marcum LLP

Call Me When... you need to understand the value of your business and options to create liquidity

Member for 3 Years
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon, CFP®, CExP, CIMA®, CPWA®
Partner - Wealth Management
Wooster Square Advisor, LLC

Call Me When... Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.

Member for 3 Years
James Bellissimo
BSB Accountants and Advisors

Call Me When... you want to grow your business from the bottom line up.

Member for 1 Year
Caleb Chu
President and Founder
Denarius Consulting

Call Me When... you need an operating executive, especially if you have a presence in Asia.

New Member
Bernie Leone

Call Me When... Exit or Succession Planning, Advisory Board

Member for 2 Years
Ted Rosen
Akerman LLP

Call Me When... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

Member for 2 Years
Ed Pratesi
Managing Director
Valuation & Transition Strategies, LLC

Call Me When... When there is a need for an owner to understand, enhance and transition value.

Member for 5 Years
Jim Vigna
Vice President
Live Oak Bank

Call Me When... you are seeking financing to buy our sell a business.

Member for 2 Years
Steven C Crowley
CFO Consulting Partners, LLC

Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

Member for 6 Years
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank

Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Member for 5 Years
Michael Palagonia of Hotaling Insurance Services is a member of XPX Tri-State
Michael A Palagonia
Insurance specialist
Hotaling Insurance Services

Call Me When... You have coverage questions, or hard to place insurance.

Member for 4 Years
Andrew Ritter
Wiggin and Dana LLP

Call Me When... you need assistance with M&A

New Member
Molly Linell
Business Development Associate
Marshall & Stevens

Call Me When... you need business valuations

New Member
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald L Andrews
Vice President, Middle Market Banking
Berkshire Bank

Call Me When... you are seeking a review of your financing needs, or you are interested in working with a sophisticated and flexible lending partner with experience in C&I, Asset Based Lending, and Real Estate.

Member for 2 Years

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