Advisors in United States

Zach Smith
Investment Banking Analyst, Young America Capital
Zachary Reece Smith has combined an institutional investment banking background with earlier consumer product management experiences (marked by product and market development achievements that have impacted senior management decisions) and has been involved in community support efforts to help...
Mamaroneck, New York
(914) 777-0100
Brad Troutman
President, APEX Mergers & Acquisitions
Apex Mergers & Acquisitions is an M&A advisory firm that has been serving strategic transactional needs of business owners for over 19 years. Apex focuses on representing companies in the middle market. We provide a range of services in support of mergers, acquisitions, divestitures,...
Oklahoma City, Oklahoma
(405) 831-2251
Matt Coyne
Graduate of the University of Vermont and GE’s Financial Management Program. His corporate experience includes financial management positions at GE Medical Systems - Europe, GE Appliances, Fisher Scientific, and Precision Castparts. He was General Manager at the AETC Precision Casting Facility in...
Malvern, Pennsylvania
(484) 534-8600
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
Scott Yoder
Partner, Strategic Equity Advisors, LLP (Smolin Lupin affiliate)
Partner with Strategic Equity Advisors, LLP (Smolin Lupin affiliate); a boutique merger and acquisition advisory firm specializing in divesture strategies for owners of closely held companies. In this role, I collaborate with ownership, their families, and their advisors to develop and implement...
Fairfield, New Jersey
(855) 732-4700
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
Rose Stabler
President, Certified Business Brokers
Rose is President of Certified Business Brokers. She has 25 years of business experience from serving in management and consulting positions in the Oil Gas, Biotechnology, and Manufacturing industries to working for private equity giant Forstmann Little & Company in the 1980's during the height...
Houston, Texas
(713) 680-1200
John Bova
Advisor, CohnReznick
John A. Bova is an international business development executive with tremendous experience in companies entering high growth periods requiring new market development in high value added products, niche technology, manufacturing and automation. His experience in aggressive growth environments has...
Ridgefield, Connecticut
(203) 431-2585
Kenneth H. Marks
Founder and Managing Partner, High Rock Partners, Inc.
Mr. Marks is the founder and Managing Partner of High Rock Partners, Inc. Kenneth's past positions included President of JPS Communications, Inc., a fast growth technology subsidiary of the Raytheon Company and President / CEO of an electronics manufacturer that he founded and grew to $22 million....
Raleigh, North Carolina
(919) 256-8152
Chris Mercer
Founder and Chief Executive Officer at Mercer Capital
Chris began his valuation career in the late 1970s. He has prepared, overseen, or contributed to more than a thousand valuations for purposes related to MA, litigation, and tax, among others. In addition, he has served on the boards of directors of several private companies and one public company....
Memphis, Tennessee
(901) 685-2120

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