Advisors in United States

Rick Pendykoski
Founder and Owner of Self Directed Retirement Plans LLC
Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ. He has over 30 years of diverse experience in the field of investments. His focus as an advisor changed ten years ago when he researched the world of self directed accounts and...
Goodyear, Arizona
(866) 639-0066
Michael Norton
Vice President of Business Development at Houlihan Capital
Michael Norton is Houlihan Capital’s Vice President of Business Development responsible for building and maintaining client relationships throughout the Midwest. His strong leadership experience allows him to quickly understand a client’s situation and provide recommendations to achieve their...
Chicago, Illinois
312-450-86282
Jordan Haley
Vice President
Mr. Haley's focus is on originating and executing investment banking transactions. He joins us from FHL Capital in Birmingham, Alabama and is a graduate of Auburn University where he studied Finance.During his time at FHL, Mr. Haley was part of the deal team that executed multimillion-dollar M&amp...
New York, New York
(205) 902-1375
Larry Bear
Managing Partner at DealSource Partners, LLC
Larry has over thirty years of experience acquiring growing, operating, and divesting middle market companies. He has an operational background. He also managed over 50 transactions. His industry experience includes Agriculture, Food, Business Services, Manufacturing, Health Care, Technology and...
Tuxedo Park, New York
(845) 351-1030
John Bly
Managing Director
John developed an appreciation for the analysis of financial information -- and the powerful impact it has on business decisions -- at an early age. He grew up in New York as the son of a prominent certified public accountant. After graduation, John accepted a position at PricewaterhouseCoopers....
Matthews, North Carolina
(704) 841-1120
Saeed Moghadam
Managing Director
Saeed Moghadam is the Managing Director of LBA Haynes Strand Capital Advisors. Saeed came to LBA Haynes Strand in 2015 after 17 years of experience working in the financial services sector for NewDominion Bank, J.P. Morgan, Fifth Third Bank, and Bank of America. His experience includes managing...
Matthews, North Carolina
704-841-1120 ext. 123
Jeffrey Muir
Director, M&A Advisor at Beacon Equity Advisors, Inc.
Jeffrey S. Muir brings over 20 years of experience in reviewing, advising, financing and structuring M&A deals to his clients at Beacon Equity Advisors. Since joining Beacon, Jeff successfully completed several multi-million dollar transactions with a focus on manufacturers and distributors of...
Norwood, Massachusetts
(781) 352-4258
David Humphrey
President, Senior M&A Advisor at Beacon Equity Advisors, Inc.
David A. Humphrey, CPA, CVA brings over 25 years of experience as a business owner, accountant and dealmaker to his clients at Beacon Equity Advisors. Since becoming the owner of Beacon in 1997, David has successfully completed numerous multi-million dollar transactions with a focus on specialty...
Norwood, Massachusetts
(781) 352-4255
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
David Puma
Vice President at EBB Group of Texas LLC
David Puma has been working with the EBB Group for three years and has been involved in the marketing of companies in a variety of industries. Mr. Puma is responsible for business development and marketing EBB Group clients to Strategic and Private Equity buyers, as well as handling the due...
Plano, Texas
(972) 834-8598

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