Recognized Mergers and Acquisitions Leaders 2025

As EVP of M&A, Joe leads PRITCHETT's M&A integration practice which has consulted on acquisitions valued in total over $350 billion. He is the architect of PRITCHETT’s M&A integration methodology, an approach that has been used successfully by thousands of acquirers. Joe also conceived of and brought to market the Merger Integration Certification Workshop, the most successful M&A integration training program in the world. Plus, he created MergerIntegration.com which is now the most visited web site on M&A integration. MergerIntegration.com provides step-by step instruction on how to run integration projects and is populated with over 500 deliverables from PRITCHETT consulting engagements. Joe is the author of the books, Street Smart Moves for Selling your Business and What’s Next? He is also a licensed Certified Public Accountant.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Ismael is Executive Chairman of FE International, a leading M&A advisory firm in the technology sector with over $46Bn in completed acquisitions. Wrixen’s previous background was in large-cap M&A investment banking, where he executed several high-profile public deals, namely in the technology sector.

I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”

I started my journey as an entrepreneur and operator, that entrepreneurial spirit remains at the heart of who I am today. Along the way, I discovered my true passion: helping businesses grow, transform, and achieve their big-picture goals. With expertise in M&A Advisory/Corporate Finance and Private Equity, I’ve had the privilege of working on both buy-side and sell-side deals.My foundation is built on a genuine interest and love for business and a solid understanding and passion for Corporate Finance which is complemented by hands-on experience in strategic advisory, negotiation, financial modelling, investment management and deal-making. Whether it’s closing a deal or brainstorming the next big move, I thrive on challenges and love connecting with like-minded professionals. Let’s connect!

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Experienced general manager / president with a strategic perspective, strong problem solving abilities, and proven ability to grow new businesses and turn around declining businesses. Extensive experience in exploiting new business opportunities, transforming challenged business models, and building organizations into profitable entities. Proven ability to build value based client relationships and drive bottom line results. Career includes 14 years of increasing P&L responsibility in B2B professional services businesses, plus 7 years of strategy and operational consulting in a broad number of industries and issue areas. The consulting experience includes 5 years with McKinsey & Company. More recently he has been focused on leading and growing an executive recruiting firm with a focus on both retained search and interim / fractional executives.

Marketing, Communications & Branding Expert * Speaker * Writer * Board Member I love building great brands! I was first VP marketing/CMO Zipcar (now Avis), VP of marketing Inc.com (sold to Bertelsmann) and the first SVP of marketing at Launch Media (went public & later sold to Yahoo). I worked as a special assistant to the CMO of global marketing at The Coca-Cola Company (Sergio Zyman) and held the position of director of the 1996 Olympic Commemorative Coin Program at the Department of Treasury, U.S. Mint. Prior to running the Olympic joint venture, I worked in brand management at Procter & Gamble. I'm a popular keynote speaker and panelist at venues including the New England Direct Marketing Assn, MIT Enterprise Forum, Commonwealth Institute, HBS, the AMA, Simmons School of Management (where I was also Entrepreneur-in-Residence and on the Dean’s Advisory Council), Women in Technology, various corporate workshops and conferences and on the faculty of CLE. I judged the Dalton Pen, Web Marketing Association and Stevie Awards, coached other entrepreneurs through Springboard Enterprises and hosted online webinars to share marketing expertise with business owners around the world. I was the first woman to be elected Chair of the Board of Trustees of the Sports Museum at the TD Garden and the former Chair of the Alumni Board of Stanford University, was formerly VP of the HBS Global Alumni Board, and a founding Board member of Women Entrepreneurs in Science & Technology. I was the Appointed Director from HBS on the HAA Board and am currently an advisor to several early stage private companies and non profit organizations. I am a record 3 time past President of the Stanford Club of New England representing 5 states and 6,500 alums in the region. If you want to talk about brands call/e-mail me!

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

I’m an energetic entrepreneur and leader with a pragmatic approach to solving business problems. I’ll devise strategic ideas with you and help you prioritize and focus on those activities that will deliver the largest impact and results. I specialize in prototyping new ideas and scaling them into revenue generating products and services. WHO I HELP* I work with motivated entrepreneurs and executives who want to grow their business and remove operational bottlenecks. LET ME HELP YOU* Need a fresh take on your most challenging business problems? Reach out and let’s brainstorm solutions together. I specialize in providing innovative marketing ideas and… * Course Production and Course Marketing * Custom software, integration, mobile app development, and web design * Search Engine Optimization (SEO) * Conversion Rate Optimization (CRO) * Pay Per Click (PPC) Management * Marketing automation * Branding * Communications strategy * Lead generation, affiliate marketing, and affiliate program management

Real estate isn’t just about transactions—it’s about solving problems, and that’s where Hilary Schultz excels. A licensed Realtor in Texas and Florida with over two decades of experience, she helps homeowners make smart, strategic moves, whether they need a fast cash offer, a market-listed sale, or something in between. Alongside her husband, Hilary operates a portfolio of real estate companies that cover every stage of residential real estate—acquisitions, renovations, and long-term asset management. They don’t just buy and sell houses; they create value, revitalize communities, and help homeowners move forward with confidence. Her expertise in property valuations, negotiation, and market trends makes her a go-to resource for sellers looking for real solutions—not just quick fixes. With a strong track record and thousands of successful transactions, Hilary is known for getting deals done the right way

I'm Jeff Mains, a five time founder with over $200M in combined revenue across my companies. Today, I lead Champion Leadership Group where I help SaaS and professional service founders scale their businesses with confidence and clarity. My focus is on building repeatable systems for growth driving strategy, accelerating revenue, and turning chaos into momentum. I’ve been in the trenches, scaled fast, failed smart, and built companies that last. I know what it takes to lead in uncertain markets, and I coach other founders to do the same with a grounded, practical approach that gets results.

I help media, creative, PR and digital agencies win new clients. Left school at 16 and played synthesizer (Moogs and Korgs mainly if you're interested!) in a rock band. Did OK, we once played at Glastonbury I'll have you know, but that's another story! Then moved to London and worked in a bar for a while until I was 25. Then fell into sales thanks to a girl (now my wife). Worked in media sales for a while and then a branding firm doing their new business. From there I went to a sales promotion agency following which I set up my own company in 1992 and the rest, as they say, is history. I am a season ticket holder of a premier league club and watch them home and away; have two great kids (one boy one girl), two dogs (a Cocker Spaniel and an Old English Sheepdog / Boxer cross) and a cat. Live in West London. Which is wonderful.

Co-Founder, Mitigata Insurance, Tao.liveBuilt Products for Delhivery, Lenskart, Novopay earlierB.Tech. MIT Manipalhttps://twitter.com/Sarthakdubey