Recognized Mergers and Acquisitions Leaders 2025

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.​

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.”

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 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.

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.

Alex Schlesinger is the Founder and CEO of Active Mutual. With 15 years of financial expertise in the UK and US markets, Alex brings a global perspective to his work. Alex's extensive knowledge and industry insights are regularly featured in high-profile publications such as MarketWatch, Nasdaq, Newsweek, Hubspot, Yahoo Finance, US News & World Report, MSN, and GoBankingRates, among many others. With a documented understanding of end-of-life products, Alex has become a trusted source for media outlets and a go-to expert for any questions on life insurance. As the founder of a leading final expense marketplace, Alex has shaped a company known for its commitment to transparency, simplicity, and customer care. Recognized for his ability to simplify complex insurance topics, Alex’s commentary continues to help readers make informed decisions about their financial futures.

I have been in marketing for nearly two decades after watching the movie "What Women Want" and telling myself I wanted to work in marketing. Starting at the age of 16 as a telemarketer, I managed to work up the different levels and now specialize in demand generation, content marketing, and marketing automation, working with a variety of tools such as HubSpot, Wistia, PartnerStack, Pendo, Riverside, StoryLane, Google Adwords, and WebFlow. Over the years, I have been fascinated by all things marketing and technology. Even though my career started with telemarketing, trade show demonstrations, and graphic design, it quickly transitioned into web design, digital marketing, and content marketing in 2009. The reason I love digital marketing is that it is always changing. Although businesses should stay true to their brand, values, and strengths, they always have new ways of sharing their stories, values, and advice through different channels. I am continuously excited to discover and implement these new strategies in the companies I work for. Having experience with small businesses and startups as well as working for marketing agencies and Fortune 500 companies, I understand the benefits of creating processes and structure so that all members of the team can engage and collaborate and create a positive experience for customers. I truly believe that if you want to go fast, go alone; but if you want to go far, go together. By working together and building off the strengths of everyone on the team, the sky truly is the limit.

The daughter of a modern-day wildcatter and a day trader, both of whom are business owners, I grew up in Houston surrounded by business risk and the “ups and downs” of the oil and gas industry. So, it is no surprise I am considered very business-minded when it comes to advising my clients, whether it is about the acquisition of another company, the purchase of real estate, the negotiation of a commercial lease, or the setting up of a new business venture. While in law school, I gained valuable experience interning with the second largest CPA firm in the United States, the federal government, and a national non-profit organization. I spent my last year of law school as a Shapiro Fellow at the Securities and Exchange Commission. While there, I worked on high-profile securities litigation cases and investigations, and in some cases right alongside the Federal Bureau of Investigation, the Department of Justice, and the Internal Revenue Service. Upon graduation from law school, I went to work for a major accounting firm where I assisted major Houston oil and gas clients with international taxation transactions. I received my Bachelor of Business Administration in Accounting and General Business from Texas Tech University. Upon graduation, I was awarded “highest ranking graduate” from the Rawls College of Business. After completing undergraduate studies, I attended The George Washington University Law School where I received my Juris Doctorate in 2014. Upon graduation, I was awarded the Presidential Volunteer Service Award for extensive pro bono work with the homeless and unemployed in the heart of Washington, D.C. While handling multiple large acquisitions for a Fortune 200 company at the same time, I went back to school to obtain my L.L.M. and a Certificate in International Taxation from Georgetown University. Upon graduation, I was once again recognized for pro bono work in my local community. I am a managing partner with Quadros, Migl & Crosby PLLC, a growing boutique Texas business law firm with four locations throughout the state.

I am the founder of BeastBI GmbH, a digital consultancy specializing in digital marketing. Whether it's marketing analysis, restructuring, or migration. We focus on optimize marketing budgets and improve ROIs. HubSpot and Google Ads certified and partner. With over a decade of experience across CRM, Paid Ads, SEO, (B2B) leadgen and marketing analysis, I combine technical know-how with a deep understanding of marketing & business strategy. I work and lead a remote team, scaled international campaigns. I also support companies as interim head of marketing and similar positions.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I live for transforming “maybe” into “market leader.” Whether it’s arming teams with AI-powered sales insights, securing game-changing suppliers, or executing stealth acquisitions to outpace competitors, I thrive on making growth inevitable. My expertise spans: ↳Data-Driven Sales: Turning buying intent signals into closed deals. ↳China Sourcing: Cut costs with vetted China partners—no regulatory headaches. ↳Strategic Acquisitions: Identifying, negotiating, and integrating targets to dominate markets. For me, it’s not just about growth—it’s about owning the game.

James has been in real estate investing since 2010. He currently owns and operates two multi-million-dollar real estate investing businesses based in Florida. James’ marketing strategies and systems are what have enabled these companies to purchase 2000+ properties and counting. His success in real estate has led to helping others in real estate investing as well. James’ released the premier software (REI Automator) for real estate investors, utilizing technology as an unfair advantage to dominate the real estate market. He currently coaches and mentors many successful companies in the industry as well.

Some people list houses. Hilary Schultz builds solutions. With over 20 years in the industry as a licensed Realtor in Texas and Florida, she helps homeowners sell with confidence—whether through a fast and fair cash offer, a carefully structured listing, or a creative financing strategy. She and her husband operate a portfolio of real estate companies that cover every stage of the home-selling process. From acquiring and renovating distressed properties to managing long-term investments, their businesses are designed to create value while giving sellers real options. Hilary understands that no two home sales are alike, which is why she takes a problem-solving approach to every transaction. Her expertise in market trends, negotiations, and deal structuring allows her to help homeowners find the best path forward—quickly, efficiently, and with real financial results.

With over 15 years in New York City’s luxury real estate market, Mukul “Micky” Lalchandani, managing broker of Undivided, specializes in modern luxury condominiums and new construction properties. Since 2022, Micky and his team have assisted over 130 clients, saving them more than $5.7 million. His clear communication and personalized service ensure clients feel confident throughout the buying process. By identifying exclusive listings, including off-market opportunities, and efficiently managing transactions, Micky allows clients to focus on their personal and professional commitments. Micky’s dedication to excellence is evident through his numerous accolades, including: • Certificate of Entrepreneurship from Goldman Sachs 10,000 Small Businesses - NYC, 2024 • RealTrends “2023 Best Real Estate Professional,” ranked #56 in Manhattan & #134 in New York State • Level Group’s “Creative Steward Award” in 2018 • USA Property Awards’ “Best Real Estate Agency Marketing” for 2016-2017 • Featured agent on HGTV’s “House Hunters” Micky is also a distinguished speaker on real estate marketing, sharing his expertise at industry conferences and contributing to top publications. Additionally, he is a content creator on YouTube, where he shares exclusive property tours, neighborhood spotlights, and insider tips to help you find your perfect home. He has over 40,000 subscribers and uploads weekly videos packed with actionable advice to stay ahead in the competitive luxury real estate market. Holding a Bachelor’s in Business Administration from Boston University and LEED accreditation, Micky is committed to eco-friendly building practices. As an active member of the Real Estate Board of New York (REBNY) and the Asian Real Estate Association of America (AREAA), he stays current on industry trends and best practices.

Steven Khanna is an expert in B2B and B2C sales with experience in scaling businesses in hospitality and SEO industries. He has managed businesses with turnovers over £60 million and led teams of 65+. Steven specializes in lead generation, sales conversion, customer service, and leadership. He helps agency owners overcome sales challenges and improve client retention in the SEO industry.

Chief at SEOSiri mastering digital marketing, all while chair-less due to the remote work routine! No matter where I am, I’m also known as a wordy nerd, so you may refer to me as a Word Cruncher and Topics Crusher too. 😊 “Marketing matters as much as relevancy. Where relevancy is important, marketing becomes a complex matter.” -Momenul Ahmad Luckily, I am here to help you overcome your marketing barriers. Let’s collaborate to outperform your competitors and elevate your business to the next level. I solve your issues with SEO, Web Design and Development, SEO Content Writing, SEO Writing, SEO Rewriting, SEO Copywriting (Compelling Copy), eCommerce Copywriting, Blog Writing, Article Writing, SEO-optimized web Content/Blog Posts, Content Marketing, Digital Marketing, Social Media Marketing, Quora Marketing, LinkedIn Marketing, and Digital Branding. DM me to get your issues solved strategically and ethically. Know me more- https://www.seosiri.com/p/about.html

Hi, I'm Brendan, the founder of Nimbflow, an AI Automation agency that builds hands-off, no-code automation for B2B service businesses. I'm also a Writer, Marketer and Digital Entrepreneur from Singapore featured and referenced in popular publications like Buffer, Semrush, Hackernoon, and Entrepreneur. I've spent almost a decade in managerial marketing positions across various 7 to 8-figure high-growth SMEs in E-commerce, Web3, Agencies, Finance, Brick-and-mortar and E-sports. I hold a B.Com from the University of New South Wales, majoring in Accounting and Finance, and a certificate in Data Science from Le Wagon.