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.

Showing 113 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
John A Grzymala
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.

Member for 6 Years
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Raimundo Archibold Jr.
Managing Director
Schwartz Heslin Group

Call Me When... NA

Member for 6 Years
Bernie Leone
Lead Entrepreneur Advisory
Withum

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

Member for 3 Years
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
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Principal Consultant
Expense Reduction Analysts

Call Me When... Any organization is seeking to increase EBITDA by lowering their business costs

Member for 2 Years
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
Bethany Hickey
Associate
Ropes & Gray LLP

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

Member for 1 Year
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank

Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Member for 5 Years
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Partner
Forchelli Deegan Terrana LLP

Call Me When... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.

New Member
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank

Call Me When... senior secured lender

Member for 2 Years
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 6 Years
Daniel Toder
Manager
Preservation Capital Partners

Call Me When... You are looking for tax efficient solutions when your clients assets are sold.

New Member
Avi Mehta
Manager
BDO

Call Me When... Manager, Transaction Advisory Services BDO

New Member
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners

Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.

Member for 5 Years
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Founder and Managing Member
Brody and Associates, LLC

Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Member for 5 Years
Sal Cocuzza of DBD Investment Bank is a member of XPX New York
Sal Cocuzza
Founder/CEO
Cato Capital Group

Call Me When... you or someone you know needs an Investment Banking advisor for Mergers, Acquisitions, Capital Formation, Debt Restructuring, and more.

Member for 1 Year
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
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
Robert F Schatz
Partner
ESOP Plus®: Schatz Brown Glassman LLP

Call Me When... Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.

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

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

Member for 7 Years
Matthew Kerzner
Owner and Managing Director
New England Center for Family Business Excellence

Call Me When... I am a family business advisor and offer strategic

New Member
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
Private Wealth Advisor
UBS Financial Services

Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.

New Member
Shelley Miller of ICA Group is a member of XPX New York
Shelley D Miller
Outreach Manager
ICA Group

Call Me When... 10 am to 6 pm best times, Mon or Tues best days

Member for 4 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

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

Member for 8 Years

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