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 104 Members
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Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Advisor
National Financial Network

Call Me When... Protecting & Growing a Client's Wealth.

Member for 1 Year
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
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
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Principal
Sirota Law Firm, PC

Call Me When... Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

Member for 3 Years
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan M Toder
Member
Preservation Capital Partners, LLC

Call Me When... your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

Member for 5 Years
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors

Call Me When... You need a professional to discuss your business ownership exit planning options.

Member for 10 Years
Stephen Chin
President
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 6 Years
Candace Benzel
Senior Vice President
Merrill Lynch

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

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
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
Michael Castro
Senior Vice President
BankUnited

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

New Member
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Technologist
Ahmadeus Technology

Call Me When... You need tech expert, in Cyber, Mobile, due diligence.

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
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
Patrick McCloskey
Managing Member
McCloskey Law PLLC

Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

Member for 2 Years
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

Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.

Member for 5 Years
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
Managing Director
CIBC

Call Me When... you are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.

Member for 1 Year
Bethany Hickey
Associate
Ropes & Gray LLP

Call Me When... You need an established M&A or private equity legal advisor.

Member for 1 Year
Christian Jensen of Jensen Law Firm LLC is a member of XPX Tri-State
Christian Jensen
Founder
Jensen Law Firm LLC

Call Me When... legal-business services

Member for 1 Year
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Reuter, CTP/CVA
Managing Director
RJ Reuter Business Consulting

Call Me When... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Member for 7 Years
Russell H. Stern
Partner
Ruskin Moscou Faltischek, P.C.

Call Me When... Contact me if you have any type of a business legal need.

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
Joseph Armenti
Partner
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
Jeff Linder
Chief Creative Officer
Fresh Branding Group

Call Me When... Brands are often the most valuable asset any company or enterprise can own. We create, maintain, reinvigorate and grow brands. A clear brand position within a category makes companies more valuable to any prospective buyer.

New Member
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

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