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 109 Members
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Kevin Bodnar
Investment Banking
Withum

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

New Member
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Founder and Managing Member
Brody and Associates, LLC

Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Member for 4 Years
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald A Gelestino
President
Champion Elevator Corp.

Call Me When... Call me when you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.

Member for 3 Years
Devron Robinson
Senior Vice President Middle Market Commercial Banking
TriState Capital Bank

Call Me When... You are seeking financing in support of working capital, owner-occupied real estate, acquisitions, equipment, ESOPS and Fund Finance.

New Member
Vipin Singh
Managing Director
Murphy Business Sales - Edison Office

Call Me When... a business owner(s) are looking to sell their business or discuss their future exit option

New Member
JOHN P MCINTYRE
Partner
GEARTY AND MCINTYRE

Call Me When... you are considering buying or selling a business or simply evaluating your options.

Member for 1 Year
Anthony J Cook
Principal, Private Wealth Management
AB

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

Member for 1 Year
Mark Lund of UpLift Profits is a member of XPX New Jersey
Mark E. Lund
Principal
UpLift Profits

Call Me When... Trouble with disengaged employees, Turnover, generational issues

New Member
LaQuita Jewett
Director
Grant Thornton

Call Me When...

Member for 6 Years
Lance Cholet of UBS Financial Services is a member of XPX Tri-State
Lance Cholet
Private Wealth Advisor
UBS Financial Services

Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.

New Member
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors

Call Me When... You need a professional to discuss your business ownership exit planning options.

Member for 10 Years
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
Darwin Salicrup of DZS Capital LLC is a member of XPX New Jersey
Darwin Salicrup
CEO
DZS Capital LLC

Call Me When... Looking to acquire a small to medium size business

Member for 1 Year
Michael Givner of IMG Business Advisors is a member of XPX New Jersey
Michael E Givner
President
IMG Business Advisors

Call Me When... We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.

Member for 6 Years
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Managing Director
Webster Bank

Call Me When... senior secured lender

Member for 2 Years
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Partner
Withum

Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

Member for 1 Year
Candace Benzel
Senior Vice President
Merrill Lynch

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

New Member
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
President
NorthBridge Business Advisors

Call Me When... An owner is contemplating the transition of their business and simply wants to know how to proceed.

Member for 2 Years
Daniel Toder
Manager
Preservation Capital Partners

Call Me When... You are looking for tax efficient solutions when your clients assets are sold.

New Member
Arthur Grutt of Cambridge Insurance Advisors is a member of XPX Tri-State
Arthur Grutt
Managing Partner
Cambridge Insurance Advisors

Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.

Member for 6 Years
Gene McCarthy
Regional President New Jersey
TriState Capital

Call Me When... Seeking responsive and flexible options for commercial and real estate lending needs.

Member for 6 Years
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
Co-Founder, Partner
White Horse Capital

Call Me When... Your client's would like to optimize or transition their real estate holdings

New Member
FRANK RUSSO of Forctis Advisory Inc. is a member of XPX Tri-State
FRANK R RUSSO
Principal
Forctis Advisory Inc.

Call Me When... Navigating the uncharted waters of business transition - optimizing for your success.

Member for 4 Years
Andrew Ritter
Partner
Wiggin and Dana LLP

Call Me When... you need assistance with M&A

New Member
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group

Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.

Member for 6 Years

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