Top Mergers and Acquisitions Advisory Experts 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.

I run a buy-side digital advisory firm that works exclusively for organizations selecting AI, software, and design service providers. Before founding Launch Day, I built and led Series Digital for a decade through its acquisition and served as CEO of DOOR3, a global consultancy modernizing critical business applications for Fortune 1000 companies. My background is technical —computational ontology, relational database architecture, and applied AI/LLM systems— layered with 20+ years of direct involvement on both the buyer and vendor sides of the services market. That combination means I evaluate technology decisions not just strategically but architecturally, from data models to contract terms. I've supported engagements with the US Department of Defense, the Department of Justice, The New York Times, Goldman Sachs, Sony, and Stanford University. I write and advise on AI adoption strategy, vendor selection, procurement dysfunction, and why most technology projects fail before a line of code is written.

ExecCap Advisors provides expert advisory services combining strategic capital advocacy and real-world operating experience. We guide executives through every step of Entrepreneurship Through Acquisition (ETA)—defining acquisition strategy, sourcing opportunities, securing capital partners, structuring deals, conducting due diligence, closing transactions, and scaling the business post-acquisition.

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

Securities and investments offered through Fifth Third Securities, Inc.; member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank, National Association, is a registered broker-dealer and a registered investment advisor registered with the U.S. Securities and Exchange Commission – SEC (www.sec.gov). Registration does not imply a certain level of skill or training. Insurance products are made available through Fifth Third Insurance Agency, Inc.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/

Ian is a senior associate within KPMG’s Finance Strategy group with a focus on driving performance improvement, integration, and diligence efforts for both private equity and strategic clients. His experience centers around performing functional capability assessments to advise clients on how to develop and manage Finance strategies. Ian also helps clients across industries achieve financial and operational goals through target organization design and operating model development, cost takeout analyses, and process redesign.

Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve problems for their clients. After spending the first decade of his career working with community and regional banks, helping them navigate statement compliance and distribution, and transitioning them to digital platforms, Steven followed his passion to help families and companies thrive by becoming an expert in all areas of life insurance and advanced planning. Steven’s expertise, experience and independent streak make Catalyst the ideal solution for families seeking to make the most of their financial legacy.

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.

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.

Jui is the Managing Partner at Next Point, where she leads the firm’s operations and heads the Mergers & Acquisitions division. Specializing in strategic exits for the industrial, medical, and dental sectors, Jui guides business and medical practice owners through the complex process of planning and executing successful exits. She combines high-level strategy with practical execution to ensure a seamless transition for her clients. Her background includes a unique blend of corporate experience working with Fortune 100 companies in financial planning, joint venture management, and risk mitigation, as well as years of entrepreneurial experience. Jui leverages this expertise to advocate for her clients, ensuring they are informed and confident throughout every phase of the deal. Her experience as an entrepreneur gives her a deep understanding of the challenges her clients face, and she works diligently to represent their best interests, aligning strategies with their unique objectives. Jui’s passion lies in serving as a trusted partner to her clients, helping them make informed decisions and transition from their businesses with confidence. With nearly two decades of experience and hundreds of successful transactions, she is known for developing exit strategies that not only maximize value but also safeguard her clients’ long-term goals. She holds an MBA in Finance and is certified in Mergers & Acquisitions, as well as a Certified Exit Planning Advisor (CEPA).

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

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!

I am a certified general real estate appraiser, licensed in multiple states with experience in producing trustworthy, responsible, and credible valuation services of all types of commercial real property throughout the United States, along with appraisal/valuation review in the U.S., Central & South America, the Caribbean, Europe, Asia, and Australia. My experience encompasses a wide variety of property types including retail, office, industrial, multi-family, medical office, special use facilities, airplane hangars, and right-of-way valuations in addition to vacant land. Clients have included various federal and state governmental agencies, local municipalities, quasi-public agencies, REITs, financial institutions, lenders, private individuals, and estates. Outside of real estate valuation, I spend my free time enjoying my family, trying to maintain a top world ranking in masters track & field, and in the world of sports fandom.

I’m the Founder and Managing Director of Auxo Capital Advisors, a boutique middle-market investment banking and M&A advisory firm that works with founders and privately held companies on acquisitions, sales, and ownership transitions. In my advisory work I help founders evaluate exit options, understand how buyers determine valuation, and navigate the process of selling a business. I regularly write about middle-market deal trends, valuation methodology, and the differences between strategic buyers and private equity investors. My insights focus on helping business owners understand how buyers evaluate companies and what drives value in a transaction. Media inquiries and commentary requests are welcome

Motivated, Sociable, learning quickly and ability to work under pressure.

Senior-level strategy/corporate development/ventures executive in the increasingly concentric media/advertising/tech industrial complex – with 30+ years of pioneering operational experience, investment returns and thought leadership in championing innovation across traditional, digital, and (especially) “emerging” media and marketing firms. Industry vertical areas of expertise: - "Emerging" media and technology: advanced/interactive advertising, media tech platforms, media distribution - especially in TV & video - Digital media operations (online, mobile, digital video, digital audio, digital OOH, social, etc.) - Traditional media operations (TV, radio, out-of-home, print, etc.)- Advertising (media buying, media ad sales, ad/media/digital agency structure/operations) - Consumer media behaviors (consumption, behaviors, trends, preferences, etc.) - Ad/marketing/tech innovation (startups, venture investment, etc.) - Corporate development in media/advertising industries (M&A, corporate ventures, etc.) - Nationally recognized thought leadership in all things "future of TV/media" & "advanced advertising" Functional areas of expertise in above industries/verticals: - Corporate strategy & development, including M&A and ventures - Marketing & PR/corporate communications - Business development - Advertising sales - Media industry analysis & thought leadership