Advisors in Florida

Noah Rosenfarb
Personal CFO/Holistic Wealth Coach, Freedom Business Advisors
Noah Rosenfarb, CPA/ABV/PFS has devoted his career to advising business owners on all things related to money. He is a Personal CFO and Holistic Wealth Coach at Freedom Business Advisors, which provides middle market business owners guidance on how to successfully transition out of the management...
Boca Raton, Florida
(855) 540-0400
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James Darnell
Partner, KLH Capital
James, a partner at KLH Capital, is responsible for identifying, structuring and executing transactions, due diligence, financial analysis, and portfolio management. He is a member of the KLH Investment Committee and is responsible for all SBIC compliance. He serves on the board of directors for...
Tampa, Florida
813-222-0160 x244
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Anthony Russian
Assistant VP
Mr. Russian is an Assistant Vice president of AFLG Investments Private Equity. He is part of the fundraising and private funds placement team. Mr. Russian began his career working in insurance markets and estate planning. During his internship at AFLG Investments, Mr. Russian was responsible for...
Tampa, Florida
(813) 943-3431
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Tom Underwood
Principal at Laurel Mountain Business Advisors
Tom's experience spanning a highly successful, thirty-year career has been punctuated by his abilities as both a seasoned, entreprenurial business start-up specialist, but also as an accomplished merger, acquisition and divestiture executive. He has started or co-founded 5 different businesses in a...
Ormond Beach, Florida
(386) 882-0222
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Sunny Garten
Senior Business Analyst / Head of Business Intelligence at Benchmark International
Ms. Sunny Garten is the Head of Business Intelligence and Associate at Benchmark International Company Sales Specialists LLC. She also worked as the Project Manager for Portofolio Company Management at Kyosay Global LLC.Experienced in:M&A Market IntelligenceNew Market Entry StrategyGlobal...
Tampa, Florida
(813) 898-2350
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Carlos Alayon
Senior Associate
Actively seeking opportunities for EMPIRE to acquire non-core assets and/or other corporate divestitures. We will consider both performing and distressed/special situation divestitures.Investment Characteristics:Business unit- Revenue $25mm plus- EBITDANegative to $8mmEnterprise values of up to...
Miami, Florida
(305) 403-1111
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John L. Nelson
President at Nelson Consulting, Inc.
Coinciding with the new Millennium, John L. Nelson formed Nelson Consulting, Inc., a Tampa, Florida Corporation with international reach. As a licensed business broker / agent, investment banker and business intermediary the Company offers merger, acquisition and investment banking to a select...
Tampa, Florida
(813) 805-0202
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Matt Kadar
Third Lake Capital
Prior to working in Third Lake Capital, Matt was a Mortgage-backed security Trader in BNP Paribas. He helped in launching the first successful agency credit risk transaction with senior MD which resulted in new line of business for the firm, with approval to trade portions of $400MM notional M1 and...
Tampa, Florida
(813) 515-4566
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Enrique Jauregui
Business Development
Mr. Jauregui joined Trivest in 2015. He is responsible for increasing deal flow at Trivest. Mr. Jauregui spent four years on the acquisitions team at COFE Properties. During his tenure with COFE, Mr. Jauregui assisted on numerous transactions for their real estate investment fund. Mr. Jauregui...
Coral Gables, Florida
(305) 858-2200
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Ryan Cortner
Principal
Ryan Cortner is a Principal at Clearwell Group. Prior to joining Clearwell Group, Mr. Cortner was Vice President with Westshore Capital Partners where he was responsible for sourcing and analysis of investment opportunities, managing prospects through closing, and monitoring portfolio companies...
Tampa, Florida
(813) 435-5600
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