CORNERSTONE INTERNATIONAL ALLIANCE - Key Persons
Al is a seasoned M&A advisor and valuation expert. He founded Exit Strategies in 2002 to help company owners exit right and retire well, and has since advised on over 100 transactions. His areas of focus include manufacturing, distribution, automation, technology and service industries.
Previously Al was president of IDC, a manufacturer of robotic devices for industrial automation. After merging with seven other companies and acquiring an east coast business, IDC was sold to multi-national Danaher Corp (NYSE: DHR). Earlier in his career Al integrated business acquisitions, developed and launched products, led sales & marketing teams and built worldwide distribution channels.
Al holds Merger & Acquisition Master Intermediary (M&AMI) and Accredited Senior Appraiser (ASA) designations. He has an MBA and a BS in engineering. He serves on the board of directors and is currently president of the California Association of Business Brokers.
Job Titles:
- Corporate Capital Advisor
Job Titles:
- Advisor
- Vice President
- Member of the Board for CoVantage Credit Union
- Vice President / Cornerstone Business Services, Inc.
Charles "Chuck" Dallas is an M&A Advisor, assisting clients through business transitions and exit strategies. He has significant experience in agricultural and financial leadership.
Chuck previously held senior management positions with Genex Cooperative where he led their finance team and served as an officer of the board. During his tenure, the co-op grew from $21 million to over $250 million in sales, attributed in part to acquisitions Chuck facilitated. He was also responsible for the sale of major assets and supervised distribution activities to domestic and foreign markets.
Chuck is a member of the board for CoVantage Credit Union, ThedaCare - Shawano, and the Shawano School District. He serves as vice chair on the Bay Area Workforce Development board and is a commissioner for the East Central WI Regional Planning Commission.
He has served on more than 25 boards and committees in his career and is a former Citizen of the Year for Shawano County. He has a passion to help others and enjoys solving complex issues.
A proud family man, Chuck draws inspiration from his accomplished wife and three adult children. He is an avid outdoorsman and a muscle car collector/restorer. He holds a bachelor's in accounting from UW Wisconsin - Eau Claire and was also a graduate of the WI Rural Leadership Program.
Job Titles:
- CEO
- Founder and CEO of Caber Hill Advisors
CRAIG CASTELLI is the Founder and CEO of Caber Hill Advisors. He launched Caber Hill in 2014 to solve a problem plaguing millions of business owners: a lack of qualified, experienced advisory firms willing to serve small- and middle-market companies. Caber Hill's innovative approach combines the best elements of the local business brokerage community and the large, very expensive investment banks.
Craig and his team have all previously worked in the markets they now serve. The result is that clients receive individualized attention and expert guidance specific to their industries. Caber Hill's current focus areas include healthcare, facilities services, and general industrials.
Craig has extensive experience in mergers and acquisitions. He has advised hundreds of companies ranging from small, privately held businesses to public companies and private equity firms. In recent years he has worked with clients in the following sectors: healthcare, business services, facility services, general industrials, and consumer services.
Before founding Caber Hill, Mr. Castelli spent three years as a Managing Director of Bridge Ventures, founding its Chicago office. Prior to joining Bridge, Mr. Castelli was Manager of U.S. Business Development for Siemens Hearing Instruments, a division of Siemens Healthcare, where he managed M&A and customer financing activities.
He received a Bachelor's in Business Administration from Marquette University. He is a licensed Illinois Business Broker and a Certified Transaction Advisor. He serves on several non-profit boards, including serving as the Board Vice President of Erie Neighborhood House and the Board Treasurer of B.O.S.H.
Craig lives in Chicago's West Town neighborhood with his wife and two children. When he's not chasing his kids around, he enjoys skiing, golf, fitness, and all of Chicago's great restaurants.
Job Titles:
- Director
- Director at Strategic M & a Advisors
David Davis is a Director at Strategic M&A Advisors and primarily focuses on leading sell-side engagements, as well as assisting potential clients in analyzing their businesses and determining the optimal pathway to a potential transaction. His international M&A advisory background includes positions with Lockheed Martin and Boston Consulting Group. David earned his MBA from Harvard Business School and holds a degree in Mechanical Engineering from the University of Mississippi.
Job Titles:
- Founder / Partner / True North Mergers & Acquisitions Inc.
Don's passionate belief that his team has the opportunity to positively impact and change people's lives by providing a great client experience is what makes True North stand out in the Mergers and Acquisitions Industry.
Prior to founding True North, Don built his 25-year career around enriching the customer experience in sales and management, eventually leading to his role as President of Pentax Medical. Over the years, Don has led and participated in extensive long-term strategic planning, including numerous M&A opportunities and ventures while sitting on "the other side of the desk."
Through his many accomplishments and years of experience, he has developed an incredible grasp on how to lead and serve his clients (business owners). After seeking to buy a business and personally finding the M&A service marketing lacking in Canada, Don's passion for caring for the customer merged with his fearless entrepreneurial personality and True North Mergers & Acquisitions was born.
Gary Jones received his Bachelors of Science in Business Administration in Finance from the University of Arkansas at Fayetteville.
Upon graduation, he worked in the real estate division of Wal-Mart Stores, Inc., then later as merchandise buyer for the company in its Sam's Club division. He later joined his family's national wholesale food manufacturing business where he served in various executive management capacities, including Vice President of Finance and Vice President & General Manager for one of the company's production facilities in Orlando, Florida.
Upon returning to central Arkansas in the late 1990's, he became a partner in the Little Rock-based commercial real estate firm Colliers International, helping grow the firm to become the largest commercial real estate firm in Arkansas. During his tenure at Colliers International, Gary was recognized by Arkansas Business in its Class of 2002 "40 Under 40".
Since leaving the firm, Gary has invested in several real estate and business ventures, has provided consulting and advisory services to several small to medium-sized businesses, and serves on several of their boards, as well as not-for-profit boards. He is also a member of the investment committee for Fund For Arkansas' Future, a Little Rock-based angel investment fund and a board member of Central Arkansas Angel Network.
Gary is a Mergers & Acquisitions Master Intermediary (M&AMI), Certified Business Intermediary (CBI) is a member of M & A Source and the International Business Brokerage Association (IBBA) and has completed the Certified M&A Professional (CM&AP) Program at Coles College of Business, Kennesaw State University, Kennesaw, Georgia.
Gary has been married to his wife Marley since 1991 and they have 4 children. Gary is an elder at Fellowship Bible Church of Little Rock, Arkansas. Gary enjoys golf, hiking, snow skiing, SCUBA diving, travel and spending time with family and friends.
Job Titles:
- Founder and Managing Partner of GM Corporate Solutions
- Managing Partner / GM Corporate Solutions
Gopal Maheshwari is Founder and Managing Partner of GM Corporate Solutions, with more than twenty years of experience in diverse consulting engagements across sectors. He has extensively worked in the infrastructure, energy, healthcare, media & exhibitions and e-commerce sectors.
Gopal has been a lead for financial and commercial operations of various corporations and has been a trusted advisor to several international corporations for their acquisitions and transaction structuring in India.
Some of his key experiences entail:
Gopal has led several buy-side and sell-side deals wherein he has been involved in deal identification, deal structuring, development of the business plan and the valuation model, undertaking negotiations on behalf of the client and deal closure
He was Associate Director at KPMG in India, wherein he advised several multinational and domestic companies on complex tax structuring of cross border acquisitions, structuring for entry strategies, policy matters and procedures relating to FDI including dealing with the Government to obtain approvals on various matters
He led several prominent due diligence audits and tax structuring assignments as part of Ernst & Young assurance division and PWC regulatory division
Gopal headed the finance function as CFO of Expomedia Group UK. He was responsible for the finance, legal and commercial matters of all group companies in India and led several acquisitions made by the Company in the Asia Pacific region
Gopal is associated with various Industries Association and Chambers of Commerce in India and abroad.
Greg Maloney - Founder, Managing Director
Greg started his business career in 1993 with Ross & Yerger Insurance, Inc., the oldest and largest privately held commercial insurance firm domiciled in Mississippi. From this platform, he built a strong expertise creating and delivering high-level business strategies designed to minimize business risk and associated cost that, in turn, maximize profitability and overall business value. Today, Greg is a Ross & Yerger Vice President, shareholder, and member of the firm's board of directors.
In 1996, Greg formed his first M&A advisory firm in order to help his business-owner clients realize the ultimate goal of maximizing business value via 3rd party sales and majority recapitalizations. This expertise later enabled Greg to play an important role in the 2002 employee acquisition of Ross & Yerger. He also led the formation and implementation of the insurance firm's internal perpetuation and long-term growth strategies. As an M&A professional, he has advised clients and brokered the sales and recapitalizations of lower middle-market businesses in many industries, including manufacturing (as examples, food, metal, and plastics), distribution, transportation, oil & gas services, and industrial services.
In January of 2012, Greg founded Strategic M&A Advisors, with offices in Ridgeland, MS and Little Rock, AR. Today, he acts as the firm's Managing Director and is responsible for the ongoing formation of the firm's strategic vision and execution of the corresponding tactical business plan. As a sell-side intermediary, Greg leads one of the firm's deal teams with the goal of ensuring the successful accomplishment of his clients' business sales and recapitalization objectives.
Greg graduated Summa Cum Laude from Millsaps College in Jackson, Mississippi. He has completed professional designations and continuing education courses. He serves on numerous boards, including those of Strategic M&A Advisors, Ross & Yerger, Amigos for Christ, and The Amanda Lockey Foundation. His passion for business creation and strategic growth, coupled with his deep interest in service, has enabled him to become deeply involved with the work of Amigos for Christ in Chinandega, Nicaragua, whose work and dedication enables generational change where there is currently a desperate need for clean water, sanitation, healthcare, education, and economic development (www.amigosforchrist.org).
Greg has more than 30 years' experience working with small & medium size businesses and their owners. Holding several senior executive roles in sales, marketing and operations, it has given him an extensive knowledge base expanding across multiple industry's that make up the complexion of a local market. Before joining Keystone, Greg has worked as a Chief Revenue Officer, General Manager and Sales Director for a variety of companies ranging from early stage, medium size to billion-dollar organizations. In his roles, he has successfully worked for investors and private equity groups that invest in companies. As a previous business owner, he has successfully operated and sold his own business. Greg's passion and experience are around sales generation and still works with companies looking to strategize, build and manage their sales teams.
Hans studied econometrics in Tilburg, is a registered business valuator (RV) and has held various positions in marketing and acquisition finance at ABN AMRO and Fortis. In 2018 he won the merger & acquisition award "best merger & acquisition advisor with a total of 10 successful transactions. Since 2021, he is a board member of the NiRV (Dutch Institute of Registered Valuators). Hans was a board member and chairman of the Dutch Corporate Finance Association from 2010-2016.
Job Titles:
- Founder & Managing Partner / Kansas City, MO
Jason advises recycling and waste companies as they set growth strategies and pursue business transitions.
A proven relationship-builder, Jason primarily works with recycling and waste companies that are building transition plans. Clients benefit from his depth of analysis and distinct gift for identifying mutually beneficial business synergies.
As president of Landfill Reduction & Recycling, Inc., a construction demolition recycling business, Jason brings a depth of industry experience to his role as business advisor. Having built a $10MM+ operation from the ground up, Jason has unique insight into the hurdles of business growth and ownership.
Trained as mechanical engineer, Jason's entrepreneurial reach extends to a for-hire carrier company and a landscape supply operation. His startup, GreenRite Supply, grew from infancy to one of the largest suppliers of its kind in the state in less than two years. He has a track record for spotting opportunities and forging new relationships that lead to shared growth.
Jason has been recognized by leading industry groups, including 2017 awards for Construction and Demolition Recycler of the Year and Sustainability Partnership Game Changer from the National Waste and Recycling Association. He was also honored as 2016 Recycler of the Year by the Construction and Demolition Recycling Association, and for Outstanding Achievement in Recycling-Private/Public Partnership from the Associated Recyclers of Wisconsin.
Jeff has been a part of the Confederation M&A team since 2015 and a partner since 2017.
Prior to joining Confederation M&A Jeff worked for Carpedia International, a global management consulting firm that helps clients create rapid and sustainable performance improvement. During his time as a management consultant and project manager, Jeff led consulting teams in a variety of industries, helping businesses in designing and implementing a variety of profitability improvement initiatives, corporate restructuring and mergers & acquisitions.
Jeff is a proud alumnus of the University of Prince Edward Island and Lancaster University Management School in the United Kingdom where he completed his MBA.
Jeff currently lives in Charlottetown with his wife Becky and his two daughters, Rae and Wren. He's a board member of the Greater Charlottetown Area Chamber of Commerce, Vice-President of the Community Foundation of PEI, and President of the Rotary Club of Charlottetown-Hillsborough. In his spare time, he enjoys playing sports and is an avid traveller, having been to 30+ countries and counting.
Jill joined Confederation M&A in early 2022, with a focus on growing the firm's presence in the Ottawa and Ontario markets. Jill obtained her Bachelor of Commerce from Dalhousie University in Halifax, Nova Scotia and went on to get her CPA in 2021. Jill is passionate about entrepreneurship and loves being part of the M&A process, supporting owner-operators in achieving their goals.
Jim has extensive experience in finance working with large national and global organizations. During his tenure with a national accounting firm, he led a team of analysts evaluating the company's financial performance and identifying M&A opportunities. Jim brings considerable knowledge as an accounting and finance professional as well as a co-owner of a company in the wastewater treatment industry. As a founding partner of Portage M&A Advisory, Jim is passionate about entrepreneurship and guiding owners through the sale of their businesses.
Job Titles:
- Vice President of Valuation Services / Exit Strategies Group, Inc.
Joe is an Accredited Senior Appraiser (ASA) and is Vice President of Valuation Services for Exit Strategies. Over the past 15 years he has valued hundreds of companies, representing nearly every industry. Focus areas include technology (software, ecommerce and online content), wineries, craft beverages and sports. Before joining Exit Strategies Joe led the business valuation practice for Frank, Rimerman + Co. LLP, a growing Northern California public accounting firm. Joe's professional background includes technology investment banking and M&A, strategic planning for a public company and several entrepreneurial endeavors. He has served as President, Vice President, Treasurer and Business Valuation Discipline Director for the American Society of Appraisers' NorCal chapter, and is a founding member of the Fair Value Forum. Joe has an MBA in Finance from Georgetown University and a BA in Economics from St. Lawrence University. He lives in Camas WA, just across the Columbia River from Portland OR, with his wife and twin boys.
Job Titles:
- Director of Business
- Director, M & a Division / Business Transition Strategies Corporation
John Howe is director of Business Transition Strategies, a boutique M&A firm with offices in New Hampshire and Massachusetts. He and his team advise owners of privately held companies in the lower mid-market through transition and transfer. He works throughout New England and also has worked with clients in Texas, Nebraska and New York. An experienced business advisor, he holds the M&A Master Intermediary designation, a professional status earned through education and successful transactions and awarded by The M&A Source. He is a Certified Exit Planning Advisor, is a member of Alliance of M&A Advisors and New England XPX. His first career spanned 30-plus years in the daily newspaper business, as both a general manager and editor. As an M&A advisor, his transactions have included manufacturing, distribution, coatings, home health care, assisted living, specialty publications and more. He is also the co-owner of N.H. Business Sales, Inc., a Main Street business brokerage. He is the past chairman of The M&A Source and is the 2018 chairman of the International Association of Business Intermediaries. He graduated from Bates College. His community involvements include Lakes Region Community College Advisory Board; First Amendment Committee, Loeb School of Journalism; and Paul Harris Fellow, Rotary International.. When not at work, he is an avid golfer; co-owns with his wife, Fran, a property maintenance business; and enjoys time with an extended family that includes two sons, one a corporate and transaction attorney and the other a nuclear engineer, and five grandchildren. He is a founder of N.H. Habitat for Humanity and helped build two homes. He for many years chaired the Lakes Region Scholarship Fund which helped hundreds of young people attend technical school and college.
Job Titles:
- Business Acquisitions, Ltd. in 2000 As a Mergers and Acquisitions Specialist
- Managing Director / Business Acquisitions LTD
Kevin Waide joined Business Acquisitions, Ltd. in 2000 as a Mergers and Acquisitions Specialist and began serving in his current position as the firm's Managing Director in 2009. He has spent most of his career in the financial arena, both public and private. Immediately before joining Business Acquisitions, Ltd., Kevin was Business Development Director for a large public accounting firm in the Denver metro area for 7 years where he assisted business owners in better understanding their company's financial condition. He accomplished this task by performing business analyses, tax reviews and operating valuations. During this period, he had the opportunity to meet and work with over 1,100 different business owners in Denver and its surrounding communities. Under his direction, the firm became the second largest accounting practice nationally, in a network of over 300 affiliate offices.
Prior to working in the accounting profession, Kevin spent 14 years in the investment banking business in Colorado and Iowa, holding titles of Vice-President and Director of Corporate Finance. While serving as Director of Corporate Finance for two firms in Colorado, he structured and syndicated 9 Initial Public Stock Offerings (IPO's). In addition, he raised private capital for Limited Partnership Investments and Private Placement Stock Offerings while managing the personal investments of numerous clients.
Kevin has a BA in Business Administration from Central College in Pella, Iowa. He is licensed with the Colorado Real Estate Commission and has served on the Board of Directors of the Colorado Association of Business Intermediaries (CABI). In addition, he was previously elected and served as President of CABI. He is also a long standing member of the M&A Source. Kevin's combined background in accounting, marketing and corporate finance brings a unique blend of experience and talent to the mergers and acquisitions industry and to Business Acquisitions, Ltd., in particular. During the past two decades while at Business Acquisitions, Ltd., he has successfully managed and supervised over 250 acquisition transactions.
In his leisure time, Kevin enjoys spending time with his three sons, Dakota, Jordan and Alex and his wife, Peggy. His hobbies include fishing, hunting and competing his German Shorthaired Pointers in field trial events, both regionally and nationally.
Job Titles:
- Chief Operations Officer
- Technical Leader
As a technical leader Kim has been the driving force in developing technical road-maps and implementation strategy for IT projects/portfolios, client-facing support infrastructure/processes, and in managing day-to-day data center and IT operations and staff.
Job Titles:
- Managing Partner / the NYBB Group
- Managing Partner and Principal of the NYBB Group
Kyle Griffith is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc.. For over nine years, he has helped small and mid-sized businesses in need of merger and acquisition and business sales services. Kyle specializes in the HVAC, Trucking and Distribution industries, but has lent his expertise to clients in a broad range of sectors.
Throughout his career, he has owned and operated several businesses. These include a family owned printing and shipping company; various online retail and serviced based businesses; a package forwarding company; and a consulting firm. These experiences have helped him hone his business development, operations, and marketing skills.
Kyle has a solid background in sales and marketing. He is also highly skilled at implementing successful marketing strategies for business owners seeking to effectively buy or sell a business in today's market. Kyle provides top class negotiation and representation for his clients and executes proven techniques to maximize a company's selling price and facilitate a faster sale. He takes pride in consulting with small business owners and finds fulfillment in being of service and doing so in a confidential manner with integrity and professionalism.
Kyle is an enthusiastic, caring and driven business professional committed to educating, and being an advocate for the Merger & Acquisition / Business Brokerage community. He is a proud and active member of the M&A Source and the International Business Brokers Association (IBBA).
Kyle has been awarded the Certified Business Intermediary (CBI) designation by the International Business Brokers Association (IBBA). This designation is held by fewer than 600 individuals worldwide and less than 10 in New York State. The CBI designation is granted to IBBA members who have met rigorous requirements in education, industry knowledge and experience, ethical standards and continuing education. As a CBI, Kyle is well equipped to handle the complexities of acquiring and selling privately held companies.
Kyle is has been elected to Board of Governors of the IBBA. He is presently the Co-chairman of the Member Engagement Committee of the IBBA. Kyle also chairs the Metropolitan chapter of the New York Association of Business Brokers. His efforts servicing the business brokerage marketplace has earned him the IBBA Outstanding Producer Award for 2017.
Outside of the IBBA, Kyle is also active in several associations and groups. He is on advisory board member of Caribbean Business Connections (CBC). He is an active member in both the Queens & Melville Chambers of Commerce, and he holds a Real Estate Salesperson and Notary Public licenses in New York.
Job Titles:
- Founder & Managing Partner / Kansas City, MO
Job Titles:
- Certified Merger & Acquisition Advisor
- Managing Partner / the NYBB Group
- Managing Partner and Principal of the NYBB Group
Luis de la Prida is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc. He works closely with clients looking for an intermediary to represent them in the purchase or sale of a business or real estate. Luis' clients include entrepreneurs, private equity groups and other financial sponsors, and lower middle-market companies with annual revenues of $5 million to $50 million. Luis represents clients across all industries, with specialties in healthcare and business services.
Luis is a Certified Merger & Acquisition Advisor (CMAA) with over 25 years of successful experience advising middle market businesses and Fortune 500 companies. Luis previously founded successful management consulting and financial advisory and insurance businesses. He also spent nearly a decade on Wall Street, where he gained valuable international experience in various financial roles at J.P. Morgan and Credit Suisse First Boston.
As a former Chief Operating Officer of a medical practice, Luis also presided over a multi-million-dollar operating budget and helped acquire seven medical practices. He launched several organic initiatives that transformed the practice into a large multi-specialty medical group focused on primary care, urgent care, cardiology, neurology, and home care. Throughout his career, Luis has worked on M&A transactions of ambulatory (medical, dental, physical therapy) services, behavioral health, emergency medicine, home health, and durable medical equipment.
Luis is a national presenter and author on matters of mergers and acquisitions. His presentations and articles have been featured in Becker's Hospital Review, Irving Levin Associates (healthcaremanda.com), Fierce Healthcare, and Rehab Management Magazine, among others.
Luis founded the Long Island Chapter of the Alliance of Merger and Acquisition Advisors and serves as its co-chairman. He is also a member of the Healthcare Financial Management Association and serves on the Education Committee of the Urgent Care Association of America. He earned his MBA from New York University, where he majored in Finance and Accounting. He has an undergraduate degree in Economics and Political Science from Fordham University.
Mike Boschetti received his Bachelors of Science in Business Administration in Accounting from the University of Arkansas at Fayetteville where he played football and was a 1970 team captain for the Arkansas Razorbacks.
He earned his Certified Public Accountant (CPA) designation and practiced public accounting for 12 years; his final position was an audit partner with Deloitte & Touche. Since leaving public accounting, he has been a partner in multiple real estate and business ventures.
For the past 20 years, Mike has advised numerous individuals and businesses regarding transactions, exit planning and general business consulting. He is a member of the American Institute of CPAs and Arkansas Society of CPAs. He is also a member of Little Rock Executives Association (LREA), where he is a past president, and has completed the Certified M&A Professional (CM&AP) Program at Coles College of Business, Kennesaw State University, Kennesaw, Georgia.
Mike has been married to his wife Starr since 1971 and they have 4 adult children and 11 grandkids. Mike is a former elder of Fellowship Bible Church of Little Rock, Arkansas. Mike enjoys woodworking, golf and spending time with family and friends.
Job Titles:
- Managing and Founding Partner
Michael is a managing and founding partner of Agency Brokerage Consultants. He is a Certified Business Intermediary (CBI) and a certified Merger and Acquisition Master Intermediary (M&AMI), being one of the youngest M&A professionals in the nation to earn the M&AMI designation at the time. He studied chemical engineering in college and graduated with a Bachelor of Science degree from Florida Tech and a Master of Science degree from Virginia Tech, continuing through becoming a PhD candidate in a program that ranked 5th in the nation for his area of study. He also holds a real estate sales associate license and property & casualty agent license in Florida.
Michael has been one of the top contributors to Oak Street Funding's "The Bridge" publication since 2008, providing articles pertaining to valuing, building, buying and selling independent agencies and brokerages. In 2012, he helped Oak Street launch a highly successful webinar series on various educational topics for insurance agency principals and remains their top presenter with topics drawing nearly 400 registered participants at one time. He also regularly publishes articles on the firm's blog at www.agencybrokerage.net.
Michael has overseen over 600 valuations for insurance agencies and brokerages around the country, making him one of the most experienced agency valuators in the country. In 2009 and 2010, Michael was ranked in the top five members of the Business Broker's of Florida association, earning the annual "Deal Maker Award". In 2015 and 2017, he earned the "Chairman's Circle Award" and "Deal Maker Award" from the International Business Brokers' Association (IBBA) for being a top member. In 2017, he was named to the prestigious National Association of Certified Valuators and Analysts "40 Under Forty" list of brightest emerging leaders in the business valuation profession. In 2018, Michael ranked second in the IBBA for total deal volume. To date, he has facilitated hundreds of negotiations for both buyer and seller clients, working with independent agency owners, private equity-backed firms and publicly-traded brokerages.
Michael and his wife, Erica, live in Melbourne, FL with their three young children.
Job Titles:
- Lewisburg, PA / Founding Member
When we connect, we expand our knowledge, gain access to fresh markets and opportunities, and build our ability to do more.
Nick Olsen is the Managing Director of Cornerstone International Alliance (CIA), the only global partnership of mergers & acquisitions (M&A) firms focused on the lower middle market.
He has worked with hundreds of M&A professionals and organizations from around the world to develop and grow a high-value network of firms who advise their clients on the largest financial transaction of their life…the sale of their company.
With over 19 years of business development and sales experience, Nick has earned the respect and confidence of his partners to guide them in leveling up their practices. Nick's work has helped some of the world's best lower middle market firms, owners, and advisors, who have transacted on over 4,000 deals collectively. With his guidance and support, his partners surpassed over $1.1 billion in total enterprise value in the past two years, and changed the lives of over 300 business owners.
"When I started in the industry over 19 years ago, I noticed that very few firms actually talked to each other or would share best practices other than a conference or two a year. Like several of the members of CIA, I wanted to take a leadership position in the industry to help educate and elevate the M&A community. I served as chairman of the International Business Brokers Association, as a board member for M&A Source, and founded the Wisconsin chapter of Midwest Business Broker & Intermediary Association. But still I thought we could do more. By collaborating with a smaller group of proven firms that connect on a regular basis, we could provide the very best results for each and every client.