Our Team

Leadership

Steven Pappas

Partner, M&AMI, M&A Advisor

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Jeffrey Rich

Partner, M&A Investment Banker, CFA

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Deborah Agrafojo

Partner, M&A Investment Banker

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Advisors

Ken Schaefer

CM&AP, M&AMI, M&A Advisor

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Dave Clough

M&A Advisor

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Lauren Altschuler

CBI, M&A Advisor

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Mark Lagasse

M&A Advisor

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Carl Vercollone

CFA, CVA, M&A Advisor

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John Howe

Former Owner

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John Howe

Former Owner

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Valuation

What is my business worth?

A valuation is a fundamental part of the business life cycle.

Advisory

How can we help?

Our advisory services help owners prepare for a transaction, now or in the future.

Learn & Grow

Seminars for CEOs.

Our CEO roundtable seminars are designed to…

What our clients are saying...

“Skip and I continue to be grateful for all you have done to make the sale of Pure Flow come to fruition…your expertise, character and perseverance.”

- Mary Iltis, Seller

Pure-Flow