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 81 members
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James Ferrara of Anchin Block & Anchin LLP is a member of XPX New York
James Ferrara
Anchin Block & Anchin LLP

Call Me When... You have the need for tax planning and consulting for your business or family.

Member for 6 Years
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia

Call Me When... 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
Peter Colgan of is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services

Call Me When... Anytime

Member for 1 Year
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts

Call Me When... organizations need to save money and time so they can improve their EBITDA

Member for 2 Years
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan

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
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
CFO Consulting Partners

Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Member for 4 Years
Bethany Hickey
Ropes & Gray LLP

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

New Member
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 9 Years
Andrew Crofton
Managing Director - Senior Advisor
Klingstein Fields Advisors

Call Me When... 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.

Member for 1 Year
Steven C Crowley
CFO Consulting Partners, LLC

Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

Member for 6 Years
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems

Call Me When... ERP Software for mid-market manufacturers, distributors and food companies

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 1 Year
Kennedy Chinyamutangira

Call Me When... You need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies

New Member
Russell H. Stern
Ruskin Moscou Faltischek, P.C.

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

New Member
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd

Call Me When... Call me when....clients are approaching a liquidity event.

Member for 7 Years
Richard N Baum
Managing Partner
Consumer Growth Partners

Call Me When... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

Member for 1 Year
Michael Palagonia of Hotaling Insurance Services is a member of XPX Tri-State
Michael A Palagonia
Insurance specialist
Hotaling Insurance Services

Call Me When... You have coverage questions, or hard to place insurance.

Member for 4 Years
David Wilson of Sincerus Advisory is a member of XPX New York
David Flores Wilson
Managing Partner
Sincerus Advisory

Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning

New Member
Sal Cocuzza of DBD Partners is a member of XPX New York
Sal Cocuzza
DBD Partners

Call Me When... You or someone you know needs an Investment Banking intermediary for Merger, Acquisition, Divestiture, and more.

New Member
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald A Gelestino
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
Stephen Chin
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 5 Years
Brendan Sachtjen
Private Equity NE Practice Leader
Bank United

Call Me When... Private Equity bank financings

New Member
Bernie Leone

Call Me When... Exit or Succession Planning, Advisory Board

Member for 2 Years
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Professional
National Financial Network

Call Me When... 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
Jennifer G Marks
Executive Director
JP Morgan

Call Me When... you need any kind of wealth management and planning advice.In addition to Investing, banking,lending and trust expertise on everything from executive compensation to philanthropy.

New Member

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