New Members

Join Us in Welcoming Last Month's New Members!
March 2017

NameCompanyTitleType of Expert
Anthony AssaloneUnited Galaxy Associates, LLCManaging MemberM&A Intermediary
Norman BernsteinN.W. Bernstein & Associates., LLCMemberAttorney
Glen BirnbaumHeinold Banwart, LtdShareholderBusiness Valuator
David BlackBerger Singerman LLPPartner Attorney
Martin G. BurkettAkerman LLPPartner, Co-Chair, M&A and PE PracticeAttorney
Andrew CagnettaTransworld Business AdvisorsCEOPrivate Equity Investor
Jeremy DeutschAnderson KilShareholderAttorney
Carl DoerksenGenerational EquityDirector of Corporate DevelopmentInvestment Banker/ Broker Dealer; M&A Intermediary
Tom Durrer Xenith BankSneior Vice President, Commercial LoansLender
Max EcksteinThe Forbes M&A GroupVice PresidentM&A Intermediary
Heather EndresenBanc of CaliforniaManaging Director, SBA LendingLender
Lisa ForrestBanc of CaliforniaVice President Financial Advisor
Jeffrey GettyKey BankManaging Director of Family Wealth Consulting Financial Advisor
Seth Gordon Sink Gordon & AssociatesManagerBusiness Valuator
John GullmanCrestmark BankFirst Vice PresidentLender
Andres GutierrezWhite Wolf Capital LLCAssociatePrivate Equity Investor
Christopher HammondHarbert Mezzanine Partners, LPDirectorLender
Paul HunterArvina MarketingFounder & CEoConsultant-Management/Value Growth
Raymond KolakEckhart Kolak LLCManaging PrincipalAttorney
Darlene H. LeonardSmith Leonard PllcManaging PrincipalAttorney
James MaherArchford Capital StrategiesCEO & FounderFinancial Advisor
Brett McGovernXL Catlin IncAVPOther
Edwin MorrowKey BankDirector, Wealth Transfer Planning and Tax StrategiesFinancial Advisor
Carla PhillipsMid Market CFOCFOCFO
Kevin RexLewitt, Hackman, Sharpiro ShareholderAttorney
Jeffrey RustFarrell Fritz, P.CShareholderAttorney
Gregg SimpsonVeritas Financial Partners LLCSVP Business Development OfficerLender
Grant SmithAballi Milne Kalil PAAttorneyAttorney
Tom SpringerSpringer Lawson & AssociatesManaging PartnerConsultant-Value/Growth
Paul Visokey Stony Hill AdvisorsPresidentM&A Intermediary
Tim WhitePeopleView AdvisorsPrincipalConsultant-Value/Growth
Li XuCFO on Demand, LLCPresidentCFO

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