Members

Members

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.

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Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
M&A Advisor
Touchstone Advisors

Call Me When... you have a question about selling your business or need a valuation

New Member
Brian Kerrigan
Partner
Excelerating Business Growth

Call Me When... You have a client that is three to five years out from a sale and looking to maximize the value of their business.

Member for 4 Years
David Borsack
Attorney
Cole Schotz P.C.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

New Member
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 7 Years
Avi Mehta
Manager
BDO

Call Me When... Manager, Transaction Advisory Services BDO

New Member
Yana Reiser
Director
FML

Call Me When... I am a CPA; specialize in advisory and assurance services; particularly financial statement audits and reviews; and transaction services (M&A, QofE, Due Diligence various scopes etc); as well as employee benefit plan audits

New Member
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Vice President, Charitable Planning Consultant
Fidelity Charitable

Call Me When... your client is looking to make a charitable donation in advance of a business exit.

Member for 2 Years
Jim Vigna
Vice President
Live Oak Bank

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

Member for 3 Years
Michael Castro
Senior Vice President
BankUnited

Call Me When... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending

Member for 1 Year
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Tepper, CPA
Sr. Managing Director
CFO Consulting Partners LLC

Call Me When... Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

Member for 7 Years
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
Managing Director
IPX Enterprises, Inc

Call Me When... If you are interested in restructuring or selling your business

New Member
Arthur Grutt of Cambridge Insurance Advisors is a member of XPX Tri-State
Arthur Grutt
Managing Partner
Cambridge Insurance Advisors

Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.

Member for 6 Years
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia
CLA

Call Me When... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.

Member for 6 Years
Tatiana Tsoir
CEO
Linza Advisors Inc.

Call Me When... you have a client who need accounting & tax reduction support when selling a business or preparing to go on market!

New Member
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
Senior Vice President - Wealth Management
UBS

Call Me When... you or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques

Member for 6 Years
Michael Cirullo
Senior Vice President Wealth Manangement
Merrill Lynch

Call Me When... client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

Member for 7 Years
Rick Allen
Managing Partner
Great Hill Advisors

Call Me When... a company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

Member for 5 Years
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Partner
Newport LLC

Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.

Member for 1 Year
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael T. Clear
Attorney
Wiggin and Dana

Call Me When...

Member for 11 Years
Mark S. Dailey
Partner
Newport LLC

Call Me When... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.

New Member
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Consultant
Expense Reduction Analysts

Call Me When... organizations need to save money and time so they can improve their EBITDA

Member for 2 Years
Nathan Collins
Financial Advisor
Raymond James

Call Me When... you are interested in a referral partner

New Member
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald A Gelestino
President
Champion Elevator Corp.

Call Me When... Call me when you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.

Member for 4 Years
Michael McGuire
Senior Vice President
Key Bank

Call Me When... Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

Member for 3 Years
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut,Fairfield County,Hartford
Ramsey W. Goodrich
Managing Partner
Carter Morse & Goodrich

Call Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

Member for 15 Years

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