Matthew Bradbury
With Business Acquisition & Merger Associates, Matt Bradbury has overseen 160+ business sales across industries like healthcare, IT services, manufacturing, and more, bringing a wealth of experience to every engagement. At BAMA, Matt and his team provide expert strategic guidance, helping clients enhance enterprise value and navigate smooth transactions. With a network of 320+ accountants and attorneys, and connections to thousands of private equity groups and strategic buyers, Matt delivers results in both selling businesses and driving growth through acquisition.
Vic Conrad
CFP, ChFC, AIF
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.
Alpine Investors
Alpine Investors is a private equity firm with a focus on software and services businesses that prioritizes working with exceptional individuals to foster a cycle of success, both financially and operationally. As a certified B-Corp and recognized Great Place to Work™, Alpine has garnered acclaim for innovation and excellence. With $17 billion in assets under management and offices in San Francisco, New York City, and Salt Lake City, we are well-positioned to drive impactful change.
Preservation Holdings
Preservation Holdings is a consortium of family offices headquartered in Dallas/Fort Worth, committed to deploying capital through strategic control investments. With a focus on B2B and B2C Services companies in the Mainstreet and Lower Middle Markets, we target businesses with revenues exceeding $3.5 million and Seller’s Discretionary Earnings (SDE) ranging from $0.5 million to $2.0 million, boasting an SDE margin of 15%.
Dann Scheiferstein
MBA, Exit Planner
My interest in business began 35 years ago post biology BA when a sales position instilled a desire to broaden my skills from technical systems to sales strategy and profit performance. I completed my MBA and became a founding stockholder of five different businesses that started with zero revenue and grew to dominate their market niche.
Palmetto Ridge Partners
Palmetto Ridge is guided by an entrepreneur fueled by a profound passion for small businesses. Supported by a seasoned team of investors and operators, our mission is to acquire and operate one small to medium sized business within the United States for the long haul. With a focus on businesses generating $1 million in EBITDA/cash flow, we remain open to opportunities across any geographical location, ready to relocate to ensure the success of our venture personally.
Lionshield Capital
Lionshield is a holding company specializing in investments and partnerships with 100% family-owned businesses across North America. Focused on the lower-middle market, we aim to cultivate super-regional and national platforms through strategic investments. Leveraging our expertise in mergers & acquisitions, profit center integration, and digital marketing, we drive performance and growth within our portfolio companies.
We actively seek platform opportunities with enterprise values ranging from $10M to $75M and EBITDA between $1M and $10M.
SIG Partners
SIG Partners is a prominent investment firm and trusted advisor catering to acquisition entrepreneurs, search funds, and independent sponsors. Leveraging our proprietary strategies and extensive network of relationships, SIG delivers tailored acquisition solutions to our clients. At SIG, we prioritize collaboration with business owners and entrepreneurs to unlock value for our investors, the companies we invest in, and the communities we serve.
David J. Kreher
Attorney at Law
At Kreher and McCabe we are dedicated to providing the best counsel to our clients possible.
In particular, David J. Kreher has a Ph.D. in geochemistry, over 15 years of experience in the practice of law and diverse experience in the filing and prosecution of patent applications, defending his client’s intellectual property rights, and consulting with his clients on business related legal matters and an extensive technical background in engineering and construction.
Fletch Equity
Fletch Equity, based in Los Angeles, is a private equity firm specializing in partnerships with family and entrepreneur-owned businesses throughout the United States and Canada. With a combined experience of over 45 years, our founding team has executed buy and build strategies across diverse sectors, including business and consumer services, industrials, transportation, and healthcare services within the lower middle market.
Terry Flanagan
MBA, CVA, CBI, CM&AA
Terry was credentialed in business valuation in 2005 and has valuation experience in multiple industries including professional practices, closely held businesses and businesses in the lower to middle mid-market category for buy/sell, gift tax, partner buy-out and marital dissolution reasons. This unique combination of brokerage experience and valuation experience allows for a nuanced understanding of the relationship of how the key drivers of a business determine business value and how to strategically position the business in the marketplace for buyer acquisition.
Jim Houlihan
MBA
A strong international business executive with hands-on strategy, marketing, sales, operations, and accounting experience.
Experience growing and managing companies while holding the titles of CEO, COO, and CFO.
Brian Brown
CBI, CMAI
Brian Brown is an experienced professional who specializes in facilitating business transfers for both buyers and sellers. With a background that includes extensive business brokerage training, CEO, President, and Board Member roles in various corporations, he brings over thirty-five years of business-to-business experience, primarily with small and medium-sized business owners. As a former banker and entrepreneur himself, Brian intimately understands the daily challenges faced by business owners.
Jim Frey
MBA, SVP-Business Development Officer
Jim Frey specializes in financing for a diverse range of business models, including startup franchises, hotels, gas stations, childcare, senior care, and self-storage facilities. His expertise lies in securing loans for business acquisitions, partner buyouts, real estate purchases, equipment acquisitions, building expansions, franchise purchases or expansions, and debt refinancing—often with terms beyond conventional loan programs.
Gulf Coast SBA loan programs offer:
- Low down payment/equity injection requirements
- Longer fully amortized loans for improved monthly cash flow
- Lower monthly payments
- No balloon payments
Loan amounts range from $350,000 to $5,000,000.
Laurie Barkman
CM&AA
I guide business owners how to capture more value and transition your company with success.
Think of me as a business transition sherpa– working with you to maximize the value of your company, and guide you through the complex process of letting it go.
My specialty is working with established private companies in the lower middle market with annual revenues from $1 million to $50 million.
Tim Whipple
CEPA, Certified Merger & Acquisition Advisor
Tim Whipple is the Designated Broker and Managing Principal of HUB Commercial, an affiliate of Sunbelt Business Brokers. He provides business brokerage and commercial real estate services throughout Arizona. Tim has successfully represented clients in hundreds of commercial real estate/business sale transactions.
Tim is an expert in business brokerage, marketing, real estate acquisitions, contract negotiations, lease review, and market research.
Eric Magister
MA in Law
As an accountant and business valuation professional, Eric Magister works closely with owners of privately held small and medium-sized businesses and their professional advisors on a wide variety of valuation assignments intended for transactions, insurance, and estate planning purposes.
Eric has experience performing business valuations in a broad range of industries, including computer data processing, testing laboratories, professional management development training, transportation equipment wholesalers, automotive repair shops, software publishers, scientific consulting, manufacturing, building cleaning and maintenance, special trade contractors, full-service restaurants, health practitioners, and durable goods wholesalers.
Bassett Creek Capital
Bassett Creek Capital serves as a private capital partner for business owners aiming to leverage cultural connectivity and entrepreneurial determination to achieve their next growth milestone. As a trusted partner, ally, and advisor, Bassett Creek Capital collaborates with management teams passionate about meaningful growth through low-ego cooperation.
Bruce Hosler
Enrolled Agent (EA), CFP®, CPWA®, AIF®, CEPA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “