Members

Members

Connect with the Industry’s Most Powerful Group of Professional Advisors

Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.

It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.

Showing 73 Members
Sort by:
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan J. Fox
Attorney
Kelleher + Holland, LLC

Call Me When... You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

Member for 2 Years
Lori A Cunningham
Director Business Developmentt Midwest
Trivest Partners

Call Me When... you are considering a control or non-control investment, exit, recap or growth capital.

Member for 3 Years
Patti Anderson
Vice President-SBA Commercial Banker
First National Bank Small Business Finance

Call Me When... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

Member for 3 Years
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
Professional EOS Implementer
EOS Worldwide

Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

Member for 6 Years
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Broker / Advisor
Joseph James Business Advisors LLC

Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.

Member for 1 Year
David Knorowski of RainMaker Securities, LLC is a member of XPX Chicago
David A Knorowski
Director
RainMaker Securities, LLC

Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.

Member for 5 Years
Peter Holton of Caber Hill Advisors is a member of XPX Chicago
Peter J. Holton
Managing Director
Caber Hill Advisors

Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

Member for 7 Years
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
Banker
JP Morgan Private Bank

Call Me When... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

Member for 5 Years
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Business Lawyer
Velocity Law, LLC

Call Me When... You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

Member for 7 Years
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
AVP, Relationship Manager
Busey Bank

Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Member for 4 Years
James Junker of Pilot Hill Advisors is a member of XPX Chicago
James Junker
Managing Director
Pilot Hill Advisors

Call Me When... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Member for 6 Years
Seth Deutsch
Managing Member
Samson Operating Partners

Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.

New Member
Joseph Turek
Managing Partner
MW Supply Chain Services

Call Me When... Business Brokering for companies under $25M in sales

Member for 2 Years
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO

Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

Member for 3 Years
David L. Bogetz
Managing Partner
Burnham Capital Partners

Call Me When... Your clients need help making more money and increasing the equity value of their business.

New Member
Jeff Milkie
Managing Director
Principal Alternative Credit - Direct Lending

Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)

Member for 1 Year
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Business Broker
Transworld Business Advisors

Call Me When... You encounter a business owner who would like to understand the value of their business as well as exit strategies

New Member
MARTY BRACCO of Tandem HR is a member of XPX Chicago
MARTY BRACCO
Business Development Consultant
Tandem HR

Call Me When... A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.

Member for 1 Year
Fred Stephenson
Vice President
North Coast Capital Advisors, Ltd.

Call Me When... We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.

Member for 6 Years
Marc Bartolini
Commercial Real Estate Broker
Entre Commercial Realty LLC

Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.

Member for 1 Year
Josh Huseman
Sr. Director, Business Owner Advisor
FNBO

Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Member for 2 Years
Daniel Lantry
Principal
Lantry & Associates, LLC

Call Me When...

Member for 6 Years
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
Assistant Vice President - Commercial Banking
American Community Bank & Trust

Call Me When... Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Member for 4 Years
Jason Lersch of Capital Group is a member of XPX Chicago
Jason Lersch
Investment Counselor
Capital Group

Call Me When... I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.

Member for 7 Years
Arlene Martin
Vice President
Huntington Bank

Call Me When... Your business experiences growth and expansion that requires access to capital. SBA lending offers a variety of terms that are flexible and support the growing needs of businesses.

Member for 2 Years

Platinum Sponsors

Gold Sponsors

Silver Sponsors