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 35 Members
Jason Bartow
Member for 5 years
EVP
Eugene A. Bartow Insurance Agency, Inc.
Call me when... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.
Stephan Ramerini
Member for 1 year
Chief Visionary Officer
COMPEL CEOs
Call me when... Your Business Owners clients and/or contacts need help getting to the finish line.
Cristina Givelechian
Member for 5 years
SVP
City National Bank
Call me when... Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
Richard Strautman
Member for 3 years
Chief Product Officer and M&A Advisor
Stony Hill Advisors
Call me when... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Ram Capoor
Member for 1 year
Partner
Axion Alpha Advisors
Call me when... Corporate & Financial Advisory Services
Allan Cohen
Member for 7 months
Partner
Nixon Peabody
Call me when... You need business-minded legal advice
Lauri Christiansen
Member for 11 months
Fractional CMO & Consultant
B2B Marketing Strategies, LLC
Call me when... You and your clients need B2B marketing expertise when selling, buying, or growing a business
Gregg Schor
Member for 6 years
CEO
Protegrity Advisors, LLC
Call me when... Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.
Avi Sinensky
Member for 3 years
Partner
Rivkin Radler LLP
Call me when... You need a lawyer to run an M&A transaction
Greg Demetriou
Member for 6 years
CEO
Lorraine Gregory Corp
Call me when... A client needs to enhance its brand for expansion or sale.
David Ehrlich
Member for 3 years
Mr.
Stagg Wabnik Law Group
Call me when... Legal advice, referrals, events
Michael Silva
New Member
Founder and CEO
Emely AI
Call me when... you are stuck with AI, or Cybersecurity
Daniel Shulman
Member for 5 years
Private Banker
City Naitonal Bank
Call me when... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Rachel Partain
Member for 2 years
Partner
Forchelli Deegan Terrana LLP
Call me when... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
Dan Oliver
Member for 7 months
Senior Managing Director
NEWMARK
Call me when... you or a client is looking to understand the value of the Commercial real estate they own or are looking to purchase, lease or sell
Lindsay Brocki
Member for 10 months
Corporate Associate
Rivkin Radler LLP
Call me when... you would like to speak about the purchase or sale of a business or a general corporate matter.
Max Haspel
Member for 3 years
Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services
The Colony Group
Call me when... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.
Jenson Wang
Member for 10 months
Mr.
Rivkin Radler LLP
Call me when... you would like to chat about M&A, corporate, or other general career topics.
Jill Braunstein
Member for 5 years
Partner
Abrams Fensterman, LLP
Call me when... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
Mark Gonzalez
Member for 1 year
Managing Director
Morgan Stanley Private Wealth Management
Call me when... Anytime
Mimi Bishop
Member for 1 year
Co-Founder | Executive Coach, Leadership Consultant & Trainer
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Jeff Stern
Member for 6 years
Principal
Eagle Business Solutions
Call me when... ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)
Jackie Ghedine
Member for 1 year
Co-Founder
MGXW Consulting
Call me when... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Samuel Heyman
Member for 11 months
Vice President
Bernstein Private Wealth Management
Call me when... Your financial plan has grown complex, and you need sophisticated advice.
