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.

Member Directory

Showing 105 Members
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Nada Reilly
Director
BDO USA LLP

Call Me When... Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

Member for 3 Years
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group

Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.

Member for 6 Years
Michael Gargone
Vice President - Sr. Business Relationship Manager
JPMorgan Chase & Co.

Call Me When... A client or prospect over 1mm in Revenue is looking to establish a Business Banking Relationship with JPMorgan Chase

New Member
Andrew Ritter
Partner
Wiggin and Dana LLP

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

New Member
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
Lloyd A Huie
Vice President, Senior Relationship Manager
Liberty Bank

Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.

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 3 Years
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Partner
Withum

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
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
Private Wealth Advisor
UBS Financial Services

Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.

New Member
Stephen Jahelka
Chief Operating Officer
DSJ Advisory Group LLC

Call Me When... either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!

Member for 1 Year
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
Vice President
City National Bank

Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.

New Member
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Director
Marshall & Stevens

Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.

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 6 Years
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Financial Advisor
Merrill Lynch

Call Me When... Call when your client needs sophisticated wealth planning or complex lending.

New Member
Jonathan Panik
Executive Director
J.P. Morgan

Call Me When... None

Member for 6 Years
Molly Linell
Business Development Associate
Marshall & Stevens

Call Me When... you need business valuations

New Member
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
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
Jerome N Pasichow
Associate
Integrated Financial Concepts

Call Me When... a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

Member for 5 Years
Brendan Sachtjen
Private Equity NE Practice Leader
Bank United

Call Me When... Private Equity bank financings

New Member
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
Executive Director
JP Morgan Private Bank

Call Me When... Clients who need customized solutions to complex financial problems. I focus on Technology, Healthcare, Multi-Generational companies as well as Real Estate Families, providing pre- and post-transaction wealth planning with a goals-based approach.

Member for 1 Year
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
Managing Partner
BCAT Partners

Call Me When... There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.

Member for 2 Years
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent L. Schwarz
Partner
Becker LLC

Call Me When... You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

Member for 6 Years
Andrew Fingerhut
Partner
Rosenberg Rich Baker Berman & Company

Call Me When... When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

Member for 4 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

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