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 80 members
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Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Newport LLC
When a business needs to improve their operations or their leadership needs to develop leadership skills.
New Member
Bethany Hickey
Ropes & Gray LLP
You need an established M&A or private equity legal advisor.
New Member
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Call me when....clients are approaching a liquidity event.
Member for 6 Years
Joshua Shoshan
Senior Vice President
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Member for 1 Year
Nicholas Bernstein
Center Brook LP
A company, stressed or healthy, needs to sell, merge or access financing
New Member
John A Grzymala
Family Office Advisory Services
There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
Member for 5 Years
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
Kennedy Chinyamutangira
You need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
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 4 Years
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia
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 5 Years
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
Michael Grundei of Wiggin and Dana LLP is a member of XPX Connecticut,Fairfield County,Hartford
Michael Grundei
Wiggin and Dana LLP
Member for 7 Years
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
You need a professional to discuss your business ownership exit planning options.
Member for 9 Years
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
New Member
Steve Ronan of Citrin Cooperman is a member of XPX Tri-State
Steve Ronan
Citrin Cooperman
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Member for 6 Years
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
Managing Director
You are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.
New Member
Brendan Sachtjen
Private Equity NE Practice Leader
Bank United
Private Equity bank financings
New Member
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Professional
National Financial Network
Works with business owner's from start-up to succession, guiding them through all stages of their business career to ensure they properly monetize what they built.
New Member
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
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 3 Years
Andrew Koutroumanis
State Tax Director
GrantThornton LLP
There are state and local tax matters.
Member for 5 Years
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
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Member for 6 Years
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Member for 4 Years
Danielle Barrett of Brown Advisory is a member of XPX New York
Danielle Barrett
Client Advisor
Brown Advisory
A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.
Member for 4 Years
Ted Rosen
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 2 Years
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
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

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