Contact one of our M&A Advisors in NY, CT, NJ & MA
Blake is the Managing Director of Synergy Business Brokers. He has 15 years of experience as a Business Broker and M&A Advisor, and 30 years of business experience including growing a start-up company as a VP of Sales and Marketing, and working for Fortune 500 companies. He has experience negotiating and closing hundreds of large deals and employs a win/win negotiating style that benefits both parties. He has won numerous awards throughout his career including #1 sales executive worldwide. As a VP of Sales & Marketing, he increased revenues over 2,000% which ultimately resulted in the sale of the company for $20Million. In addition to extensive sales and negotiation experience he also has experience working as an economic analyst in analyzing financial information including budgets and business forecasts and projections. He graduated Summa Cum Laude from the Honors Program at the State University of New York at Albany with a degree in Economics and Business. Blake is based out of Westchester County, NY.
phone: (914) 738-9350
Bo is a Senior Broker based out New Haven County, CT. In addition to business brokerage, he has over 25 years of experience as a Sales and Marketing Executive. His experience includes holding key positions for several Fortune 500 companies as well as buying and selling several of his own businesses. He has negotiated and closed hundreds of sales contracts on local and international levels. He employs a win/win style that works to benefit all parties and deliver results. He has an extensive network of potential buyers throughout the North East. He graduated Cum Laude from the State University of New York at Oswego with a BS in Marketing and obtained an MBA in Global Business Management from the University of Phoenix.
phone: (860) 983-9151
Moses is a Senior Broker based out of New York City. He has over 20 years of experience advising companies and investors in all areas of mergers, acquisitions, corporate finance, business performance improvement and strategy. He has worked for prestigious global financial institutions including ING Barings and Ernst & Young and has closed $2Billion in middle market company transactions during this period. He has an extensive network of investors and bankers as a result of his experience in the industry. In addition, Moses has an intimate understanding of the mindset of business owners, having himself run a company, growing it from startup to a multi-million dollar organization in just a few years, earning recognition on the Inc. 5000 list of America's Fastest Growing Companies, and ultimately exiting the venture through a successful sale to a strategic buyer. Moses graduated with honors from New York University's Stern School of Business.
phone: (917) 568-5010
Based in the Greater Boston, MA area, Lincoln is a Senior Broker with 12 years of experience as a Business Broker and M&A Advisor and over 25 years experience as a sales and business development executive. His experience includes starting a business brokerage company, growing an IT services company as the head of sales and senior level sales positions in fortune 500 software and services companies. He has negotiated and closed hundreds of transactions and employs a win/win style that works to benefit all parties. He enjoys helping buyers and sellers throughout the business ownership transfer process. He has won various awards throughout his career including #1 sales executive worldwide while working for a consulting company with a sales force of several hundred sales executives. He graduated Magna Cum Laude from the State University of New York at Albany where he studied Economics and Sociology.
phone: (978) 955-8868
Joe has over 30 years of experience as a Sales and Marketing Executive. His experience includes holding key positions for fortune 100 financial service companies & working closely with “C suite” level executives to help grow their market share. Joe managed strategic sales & marketing projects on a national scale for Wells Fargo and developed a reputation of successfully delivering value on time. Having gone through the process of buying and selling a business, Joe understands the emotional attachments that owners have to their business. He takes this into consideration while searching for the right potential buyers who will honor their legacy and at the same time negotiating top dollar. His knowledge of business financials helps the transaction close smoother and in a timely manner. He has a degree in Business and Marketing from the College of New Jersey. His passion is around bringing value to sellers who desire to exit their business. If you are interested in having a confidential discussion about the potential sale of your business in NJ or PA, please give Joe a call.
Phone: (609) 672-6467
Based out of Long Island, NY, Raj has a background that spans 30 years in industries as diverse as manufacturing, healthcare, insurance, real estate, retail and finance. With nearly 500 transactions closed as a principal, Raj has vast experience, and has been engaged as a consultant by attorneys and real estate professionals on complex transactions. He is also regarded as a turnaround specialist having successfully led several companies out of insolvency back to profitability. He has won multiple awards for bringing in Millions of dollars in annual transactions. Having been both an owner and executive in many businesses and industries, Raj understands the unique needs of both buyers and sellers and the nuances and sensitivities needed to successfully close a deal. Raj graduated Magna cum Laude with a B.S. in Finance from New York University.
Phone: (516) 749-1756
Based in the Hudson Valley area of NY, Michael has enjoyed a diverse business career over the past three decades. Prior to Business Brokerage, Michael successfully grew a family business which he sold. In addition he had senior roles as an executive manager, and sales professional. Each experience has allowed him to develop a broad range of solid expertise in many types of businesses including manufacturing, engineering, construction, retail, services, and more. With a solid business background, he has a firm belief in effective communications and is skilled at negotiating and closing equitable deals. Michael enjoys investing time and thought in building business relationships. He appreciates that working with both buyers and sellers requires special handling and a complete understanding of the differing perspectives of each side. He graduated from Rochester Institute of Technology College of Business.
Phone: (845) 222-2240
Bill is a Senior Broker based in Central/Northern New Jersey. Prior to joining Synergy, Bill worked for more than thirty years in a variety of roles from President of a $250 Million division of a Fortune 500 company with 200 employees to starting and running his own business. As President he led the Division from a loss of $170,000 to Net Income of $45 Million in nine years. Bill has practical experience in negotiating and following through on complex transactions and operational matters for companies located in New Jersey, New York, Pennsylvania, Delaware, and more. Some of Bill's expertise has been in construction, development, and real estate. He has also been involved in reorganizations and turnarounds for distressed companies serving as both an independent board member and officer in New Jersey and Texas, and is a licensed real estate broker in New Jersey. Bill has a Bachelor’s Degree in Business Administration concentrated in Marketing from the University of Houston, and a Masters of Business Administration concentrated in Finance from Sam Houston State University.
Phone: (908) 917-5594
Based in New York City, John is a Senior Broker with 10 years of experience as a Business Broker and M&A Advisor and over 30 years of experience in the financial services industry in a wide variety of roles. He was a Senior Vice President for a NYSE Member Company serving as Chief Compliance Officer and Financial Principal. In addition, he has over 7 years of experience as a Senior Business Broker and has experience closing numerous deals ranging in size from $500,000 to $5,000,000. John is good at networking and has a solid book of buyer contacts throughout the tri-state region and US. He is experienced in negotiating issues between the buyer and seller that result in workable solutions. He lives for the hunt and sincerely enjoys bringing value to sellers that desire to exit their business. Persistence and honesty are his best traits in getting a deal done. He is a graduate of Florida State University with a degree in Finance.
phone: (646) 220-3562
Sundeep is a Senior Broker based out of Nassau County, NY. Prior to becoming a Business Broker, his experience included purchasing and operating 4 successful businesses. In addition he was a Vice President at Bank of America/Merrill Lynch where he spent 17 years. While there he managed a large team of people and reported to the Chief Operating Officer, where he developed a reputation for successfully completing projects on time. As a buyer of businesses he has extensive knowledge of what buyers are looking for and how to successfully negotiate and close a deal. After running his businesses, he decided to divest and successfully sell his businesses and focus on the art of deal making. Having gone through the process of buying and selling businesses, he understands the emotional attachments that owners have to their businesses. He takes this into consideration while searching for the right potential buyers who will honor the owner’s legacy while at the same time negotiating the best terms. Sundeep has a Bachelor's Degree from NY Institute of Technology.
Phone: (516) 595-2737
Chris is a senior advisor with 15 years of experience in M&A and business consulting. He has a strong background in technology, including President of an IT networking and services firm. He’s owned 3 successful businesses in business development/coaching where he advised hundreds of $5-$100m growth companies. He then guided M&A when the timing and expansion goal was right. He has negotiated and closed many transactions including roll-ups with private equity firms. He enjoys the strategic acquisition process and helping companies find a great fit. He authored the best practice M&A guide for Cisco for their business partners looking to grow through acquisition. Chris is well versed in small transactions and also excels at more complex transactions over $50m in revenue with a top track record of success. Clients particularly enjoy his strong business ownership and leadership background, candor, diligence and ability to position the “true value” in the business. Chris holds an MBA in finance (4.0) and has served on various boards. He is co-author of 2 books, “Breakpoints, where businesses get stuck“, about the growth and sale of a Company and the book, “Mastering a Culture of Accountability”. Chris would enjoy hearing from you for an informal conversation about M&A for your business.
Phone: (917) 734-5975
Teo is based out of Queens, NY. He has been successful in a variety of roles including working for other Business Brokerage firms prior to coming to Synergy. He is a licensed Realtor having completed commercial real estate transactions in addition to the sale of businesses. Teo owned his own business prior to becoming a business broker. He sold this business and gained an understanding of the process of selling a business from the perspective of an owner of a business. He has also been successful in Commercial Insurance sales. Teo brings a positive energy to any transaction allowing him to address the needs of both buyers and seller while working out negotiations with an attitude of service. Teo graduated with a Bachelor's degree from Ankara Gazi University in Turkey.
Phone: (212) 464-7587
Sam is based in Westchester County, NY. In addition to Business Brokerage and M&A experience, Sam has 20 years of sales experience in a variety of industries including wholesale/distribution and import/export markets. He has achieved many awards throughout his career including top sales executive with annual revenue generated in excess of $3Million. He has successfully implemented strategic sales and marketing programs for small and large businesses and understands the issues that owners and potential buyers face. One of the keys to his success has been his ability to establish relationships with his clients which has led to successful closings. He graduated with Honors with a Bachelor’s degree in Economics from Queens College.
Phone: (914) 733-2337
Business Development Representative
Kathryn contacts potential buyers and sellers of businesses throughout the North East. She assists the Senior Brokers in locating new business opportunities with calls to CEO’s and business owners. She has over 8 years of experience in sales and marketing and has also owned her own business. Prior to working for Synergy her experience included positions in Strategic Alliance Development and Management Consulting. She has a Master’s Degree in Business from Emerson College and a Bachelor’s Degree from Bates College.
Phone: (508) 650-0508
Suyen is responsible for assisting our business brokers with Marketing Campaigns to find potential buyers for our current businesses for sale and business opportunities. Marketing campaigns include mailings, telemarketing, email marketing, and advertising. She has over 20 years of experience including business brokerage, operating a small business and working in the high-tech industry as a top marketing executive. She graduated with honors from Amherst College.
Phone: (914) 278-3610