Advisors in California

Michael Meara
Certified Financial Planner, Nexus Wealth Advisors
I have been an advocate for and advisor to small business owners for over 30 years while providing financial planning and wealth management services to them. I provide comprehensive pre-exit planning and analysis to help business owners determine the viability of an exit given their personal...
Santa Cruz, California
(831) 818-1157
Chak Reddy
M&A Advisor at Elite Mergers & Acquisitions, Inc.
Chak Reddy is a Mergers and Acquisitions Advisor with Elite Mergers & Acquisitions, Inc. Elite Mergers & Acquisitions specializes in selling and recapitalizing businesses with revenues between $5 million and $100 million - Businesses too large for business brokers to adequately handle but...
Folsom, California
(916) 220-3052
Carmen Bianchi
Founder and Principal at Carmen Bianchi Family Business Associates
Carmen Bianchi has been a Family Business Consultant since 1991. She is the founder and director of the EMC Business Forum at San Diego State University, servicing the growth needs of family and closely held businesses. She was the founder of the University of Texas at El Paso Family Business Forum...
Del Mar, California
(858) 793-2445
Beth DaSilva
Beth DaSilva is president and founder of Fleetridge Pacific. She has over 20 years experience both managing and advising Healthcare companies. She is a Certified M&A Advisor and has Bachelors degrees in Business Administration and Accounting and specialized education related to Risk Management,...
San Diego, California
(619) 523-0303
John A. Reilly
Managing Director, Investment Banking at WestPark Capital, Inc.
John Reilly has over 30 years of experience in financial advisory and investment banking.Mr. Reilly started his career in 1978 with Integrated Resources Inc., an investment bank in New York City and was instrumental in the financing of middle market technology, telecom, media, and energy projects....
Los Angeles, California
(424) 202-2414
Jay Joshi
Managing Partner at CEO ally, Inc.
Jay has deep knowledge, skills and experience in the areas of strategy development, financial analysis, valuations and transaction management. He has a Masters degree from the University of California, Los Angeles and a Bachelors degree in Engineering from the University of Pune.Prior to joining...
Valencia, California
(310) 614-9606
Anil Kumar
Managing Director at Funding Coalition LLC
Anil Kumar is top Level Professional with over 24 years’ rich experience and specialist skills in Mergers & Acquisitions, Strategy Planning, Liaison / Network Management, International Marketing and Organisational Growth. He provides extensive leadership and guidance in Strategic advisory, M...
Petaluma, California
(707) 637-2835
Gerardo del Real
Managing Partner
Mr. del Real is a Managing Partner at HD Ventures, an alternative investment firm focused on partnering with business owners and entrepreneurs to build long-term, sustainable value in the middle market.Prior to co-founding HD Ventures, Mr. del Real assisted in the management of SilverStream Capital...
San Deigo, California
(917) 923-2924
Bill Yu
Managing Director at Crestridge Consulting
Mr. Yu shares responsibility for sourcing, evaluating, and structuring transactions. His experience working with companies in China affords Crestridge a keen understanding of the needs of its clients. Prior to joining Crestridge Consulting, Mr. Yu worked as financial analyst then senior financial...
El Monte, California
(626) 454-3470
Ian Beadle
Mr. Beadle joined Littlebanc in 2013 after graduating with his Masters in Business Administration degree from the USC Marshall School of Business, where he graduated with honors. While at USC Mr. Beadle worked as an Investment Analyst with GrizzlyRock Capital, an emerging hedge fund focused on...
Orange County, California
(949) 715-4893

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