XPX New York
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 67 members
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Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank
Senior secured lender
Member for 1 Year
Bronze
Steven C Crowley
Director
CFO Consulting Partners, LLC
Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Member for 5 Years
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
President/CEO
Safe Harbor Asset Management
You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Member for 3 Years
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank
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 4 Years
Bronze
Nicholas Bernstein
Partner
Center Brook LP
A company, stressed or healthy, needs to sell, merge or access financing
New Member
Shelley Miller of ICA Group is a member of XPX New York
Shelley D Miller
Outreach Manager
ICA Group
10 am to 6 pm best times, Mon or Tues best days
Member for 2 Years
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin J Kettell
Managing Director
Appraisal Economics
You need a valuation.
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
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Member for 5 Years
Ted Rosen
Partner
Akerman LLP
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 1 Year
Jerome N Pasichow
Associate
Integrated Financial Concepts
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 3 Years
Jill Braunstein
Partner
Abrams Fensterman, LLP
You need a trusted legal business advisor.
Member for 3 Years
Bronze
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
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 5 Years
Bronze
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Call me when....clients are approaching a liquidity event.
Member for 6 Years
Silver
Andrew Koutroumanis
State Tax Director
GrantThornton LLP
There are state and local tax matters.
Member for 5 Years
Platinum
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Principal
Citrin Cooperman
When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Member for 2 Years
Stephen Chin
President
Financial Structures and Advisory, Inc.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Member for 4 Years
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Fouder
Dynamic Business Growth
A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.
Member for 3 Years
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Registered Rep
Four Springs Capital
You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
Member for 3 Years
Kevin O'Brien
Vice President
Bernstein Private Wealth Management
You want customized planning and investment advice for entrepreneurs, founders and business owners
New Member
Harvey M. Katz
Partner
Fox Rothschild
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Member for 5 Years
Bronze
Emanuel Mkrtchyan
Senior Manager Mergers & Acquisitions Tax
Grant Thornton LLP
Mergers and/or acquisition transaction that requires tax diligence or tax structuring assistance
New Member
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
Managing Director
CIBC
You are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.
New Member
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Cobb Colgan
Manager - Transaction Advisory Services
https://www.citrincooperman.com/
Never
New Member
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
President and Founder
Cedar Point Financial Services LLC
You or your clients are interested in creative ways to mitigate income and/or estate taxes.
Member for 3 Years
Andrew Crofton
Managing Director - Senior Advisor
Klingstein Fields Advisors
You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.
New Member

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