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Michael J Schodrof

Financial Advisor

UBS

La Grange, Illinois

Professional Profile

Call Me When

Call Me When... You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.

Contact Method

Cell - 773 505-6360

Profession

  • M&A Intermediary
  • Wealth Manager

    • Professional Certifications

    CFA, CEPA, MBA

    Functional Expertise

  • Buy side/Acquisitions
  • Capital markets
  • Cash management
  • Corporate finance
  • Cybersecurity
  • Debt
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Family business
  • Finance
  • Financial Modelling
  • Forensic accounting
  • Fundraising
  • Intellectual property
  • Investments
  • Management succession
  • Mergers
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
  • Transaction intermediary
  • Trusts
  • Venture capital
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution

    • Client Results

    Membership

    Chicago Individual

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I value the vast network of professionals that XPX brings together.

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