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.

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Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
President and Founder
Cedar Point Financial Services LLC

Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.

Member for 5 Years
Mark S. Dailey
Partner
Newport LLC

Call Me When... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.

New Member
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
Lloyd A Huie
Vice President, Senior Relationship Manager
Liberty Bank

Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.

New Member
Bernie Leone
Lead Entrepreneur Advisory
Withum

Call Me When... Exit or Succession Planning, Advisory Board

Member for 2 Years
Joseph Armenti
Partner
Cole Schotz P.C.

Call Me When... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A

New Member
Christopher Michelsen
Managing Director
B Riley

Call Me When... A business owner is contemplating a transition, from strategic growth to successions, often years in advance of a transaction to best help the owner maximize their business' value and post-sale proceeds.

New Member
Keith Michaelson
Owner
The Lovins Group

Call Me When... your family business is going through a generational transition or family issues are getting in the way of making business decisions.

Member for 6 Years
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail M Harris
Director
Wealthspire Advisors

Call Me When... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

Member for 6 Years
Peter Marengo of Charter Oak Financial is a member of XPX Fairfield County
Peter Marengo
Financial and Insurance Advisor
Charter Oak Financial

Call Me When... A small business or professional practice needs guidance on benefits and executive planning strategies

New Member
Richard N Baum
Managing Partner
Consumer Growth Partners

Call Me When... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

Member for 1 Year
Michael Castro
Senior Vice President
BankUnited

Call Me When... M & A Finance, ESOP Finance, Working Capital Lines of Credit, Asset Based Lending

New Member
Peter Ho
Managing Partner
Brio360

Call Me When... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling

New Member
Elizabeth Cahill
Managing Director
Bank of America Private Bank

Call Me When... An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

Member for 7 Years
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services
https://www.citrincooperman.com/

Call Me When... Anytime

Member for 1 Year
Michael Delgass of Wealthspire Advisors is a member of XPX Fairfield County
Michael Delgass
Managing Director
Wealthspire Advisors

Call Me When... client is seeking to build a plan for managing wealth (pre or post-sale).

Member for 3 Years
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
Managing Partner
NBT Associates LLC

Call Me When... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Member for 5 Years
David Gaynor
Managing Director
Marshall & Stevens Incorporated

Call Me When... a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.

Member for 1 Year
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Consultant
Expense Reduction Analysts

Call Me When... organizations need to save money and time so they can improve their EBITDA

Member for 2 Years
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Attorney
Wiggin and Dana

Call Me When... statement

Member for 11 Years
Matthew Kerzner
Owner and Managing Director
New England Center for Family Business Excellence

Call Me When... I am a family business advisor and offer strategic

New Member
Ted Rosen
Partner
Akerman LLP

Call Me When... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

Member for 3 Years
Michael Kazakewich
Partner
Coastal Bridge Advisors

Call Me When... You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

Member for 4 Years
Andrew Crofton
Managing Director - Senior Advisor
Klingstein Fields Advisors

Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Member for 1 Year
Patrick McCloskey
Managing Member
McCloskey Law PLLC

Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

Member for 2 Years

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