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.

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

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.

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

Gaurav Shah is the Managing Partner at Arete Ventures, advising founders, early-stage teams, and institutional investors across the US, EU, UK and India, with extensive experience in the Silicon Valley ecosystem. Over the past 19+ years, he has worked across the full spectrum of entrepreneurship and private capital; from guiding startups on market signals, traction, fundraising, and scaling decisions to supporting investment firms on due diligence, M&A, portfolio value creation, and performance improvement. He brings a blended operator–investor perspective, having evaluated hundreds of companies for institutional investors (PE, VC, hedge funds, and family offices) while also working directly with investor backed entrepreneurs on strategy, product-market fit, and execution. His pattern-recognition across both sides of the table allows him to translate real market truths into practical, founder-ready insights. He further serves on the investment committee (IC) for venture capital firms and advises board members actively across US & EU. Focus Areas Entrepreneurship & Startup Advisory: product-market fit, early traction, market validation, GTM strategy, fundraising readiness, founder coaching Institutional Investor Advisory (buy side): commercial & technical due diligence, M&A strategy, competitive intelligence, investment memos, portfolio performance improvement Sectors: AI, SaaS, fintech, blockchain, climate-tech, renewable energy, Web 3.0, deeptech, life sciences and other frontier technologies

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.

Results oriented leader with a 25+ year track record of success as an investment banker - adept at building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations.Credentials, associations and activities - FINRA Investment Banking Representative; ACG Los Angeles member (Sponsorship Committee); the University of Michigan Alumni Association; Jonathan Club. I'm involved in several great charitable organizations including West Coast Care ("WCC"), a homeless charity where I sit on the board. WCC is a highly impactful organization and I would welcome an opportunity to share its mission with you.

I assist funds and corporates with business and asset valuations. Our company focuses on tax and financial reporting (including audit support), estate planning, strategic financial models and appraisals, as well as buy-side and sell-side transaction support. jordi.pujol@objectivecp.com

Real Estate is about more than land and buildings. It's part of our social fabric. It fuels discussions and inspires dreams. Expect to receive professional and reliable guidance, delivered with equal parts passion and levity. You deserve to get what you want, when you want, and have fun achieving your goal. Put me on your team and I will make it happen!

I’m a designer-turned-business leader who founded and scaled a digital agency from scratch in 2009. Over 15 years, I built a highly successful, people-focused web and mobile app development firm, growing it from nothing to $4M a year on 20%+ margins, culminating in a seven-figure exit, multiple industry awards, and a long list of grateful employees and clients. After that successful exit, I now help founders of creative firms do the same – build and grow profitable, sustainable businesses, and lead less stressful, more fulfilling lives. More info can be found at: jeffarchibald.ca

As an advisor and analyst in business growth and digital transformation I leverage over a decade of experience managing the design and development of B2B/B2C digital products, improving customer experience, and ultimately build better businesses.

Thomas Allen is Co-founder and CEO of Practice Real Estate Group, a leading healthcare-focused commercial real estate brokerage based in Austin, Texas. Since founding PRG in 2014, Thomas has guided hundreds of healthcare professionals through critical real estate decisions that set the foundation for their practice success. Thomas specializes in helping healthcare entrepreneurs navigate complex real estate decisions, from first-time practice owners opening their initial location to established practitioners expanding multi-location operations. His clients consistently describe him as a smart, creative, and trustworthy advisor who goes beyond finding space to create strategic real estate partnerships focused on long-term practice success. In 2016, Thomas expanded his expertise by launching Practice Transitions Group (PTG), providing comprehensive practice sales and transition services to healthcare professionals. This dual expertise in both real estate and practice transitions gives Thomas unique insights into the complete lifecycle of healthcare businesses. With over a decade of experience in healthcare real estate, Thomas has established PRG as a trusted partner for healthcare professionals across multiple states. His data-driven approach to location selection and commitment to understanding each client's unique vision has helped practices achieve above-average success rates in competitive markets.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.