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.
Showing 61 Members
Arthur Grutt
Member for 8 years
Managing Partner
Cambridge Insurance Advisors
Call me when... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
Allan Tepper, CPA
Member for 9 years
Sr. Managing Director
CFO Consulting Partners LLC
Call me when... 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.
Stephen Chin
Member for 8 years
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.
Richard Baum
Member for 3 years
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.
John Grzymala
Member for 8 years
COO
Family Office Advisory Services
Call me when... there is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
Jordan Toder
Member for 7 years
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.
James Child
Member for 7 years
Registered Rep
Four Springs Capital
Call me when... You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
Diane Johnston
Member for 7 years
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when...
You need help navigating complexity and want to pre-experience wealth creation decisions.
Michael Palagonia
Member for 6 years
Private Aviation
Apollo Jets
Call me when... You have coverage questions, or hard to place insurance.
Jonathan Sirota
Member for 5 years
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.
Marilyn Garcia
Member for 6 years
Principal
Citrin Cooperman
Call me when... when you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Shelley Miller
Member for 6 years
Director of New Ownership Opportunities
ICA Group, Inc.
Call me when... 10 am to 6 pm best times, Wednesday or Fridays best days
David Gaynor
Member for 3 years
Managing Director
Marshall & Stevens Incorporated
Call me when... a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
Andrew Ritter
Member for 2 years
Partner
Wiggin and Dana LLP
Call me when... you need assistance with M&A
Mac Lothrop
Member for 2 years
Vice President, Business Development
Trivest Partners
Call me when... I'm available 24/7
Patrick McCloskey
Member for 4 years
Managing Member
McCloskey Law PLLC
Call me when... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Eric Mendelsohn
Member for 3 years
M&A Transaction Intermediary/Business Broker
Archveo Advisors
Call me when... When You Know of A Business Owner That Wants To Retire or Relocate and Wants To Sell Their Business
Kevin O'Brien
Member for 3 years
Vice President
Bernstein Private Wealth Management
Call me when... You want customized planning and investment advice for entrepreneurs, founders and business owners
Frank Brigante
Member for 3 years
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.
Bethany Hickey
Member for 3 years
Associate
Ropes & Gray LLP
Call me when... You need an established M&A or private equity legal advisor.
James Bellissimo
Member for 3 years
CPA
BSB Accountants and Advisors
Call me when... you want to grow your business from the bottom line up.
David Flores Wilson
Member for 3 years
Managing Partner
Sincerus Advisory
Call me when... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
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