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 Gulriz (Gigi) Anil
New Member
Partner
Newport LLC
When a business needs to improve their operations or their leadership needs to develop leadership skills.
Bethany Hickey
New Member
Associate
Ropes & Gray LLP
You need an established M&A or private equity legal advisor.
Joshua Shoshan
Member for 1 Year
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Nicholas Bernstein
New Member
Partner
Center Brook LP
A company, stressed or healthy, needs to sell, merge or access financing
John A Grzymala
Member for 5 Years
COO
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.
Kennedy Chinyamutangira
New Member
Mr
RSM US LLP
You need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
Todd Robison
Member for 4 Years
President and Founder
Cedar Point Financial Services LLC
You or your clients are interested in creative ways to mitigate income and/or estate taxes.
Jason F Correia
Member for 5 Years
CLA
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.
Allan Tepper, CPA
Member for 5 Years
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.
Steven Pappas
Member for 9 Years
Touchstone Advisors
You need a professional to discuss your business ownership exit planning options.
Dennis Ladd
New Member
VP, Charitable Planning Consultant
FIDELITY Charitable
I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Steve Ronan
Member for 6 Years
Partner
Citrin Cooperman
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Frank Brigante
New Member
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.
Brendan Sachtjen
New Member
Private Equity NE Practice Leader
Bank United
Private Equity bank financings
Nick H. Ciampanelli
New Member
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.
Marilyn Garcia
Member for 3 Years
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
Andrew Koutroumanis
Member for 5 Years
State Tax Director
GrantThornton LLP
There are state and local tax matters.
Ron Reuter, CTP/CVA
Member for 6 Years
Managing Director
RJ Reuter Business Consulting
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Christopher Martens
Member for 4 Years
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners
There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Danielle Barrett
Member for 4 Years
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.
Ted Rosen
Member for 2 Years
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.
Stephen K Davis
Member for 3 Years
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.
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