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Chad is a business intermediary, entrepreneur, and value architect. He is a Certified Merger & Acquisition Advisor (CM&AA®) and has a decade and a half of experience providing Merger & Acquisition advisory services to clients across a variety of industries including: manufacturing, distribution, audio visual and information technology, business services, healthcare, and logistics.
He has been involved in over one hundred transactions representing clients in strategic third party sales, recapitalizations, leveraged buyouts, management buyouts, strategic acquisitions associated with buy-and-build strategies, real estate transactions, and liquor license transactions.
Chad has been active in many professional organizations, including sitting on the board of the Alliance of M&A Advisors (AM&AA) in Philadelphia and Southern California, the Emerging Leaders of Chester County, the Chester County Chamber of Business & Industry, and the Economic Development Council’s VISTA 2025’s Goal Team.
Chad was also the Co-Chair of the AM&AA Winter 2016 Conference in Orlando, FL. In addition to these professional organizations, Chad is a board member of and owns equity positions in numerous mid-sized privately held companies.
Chad has dual degrees in finance and education from West Chester University of Pennsylvania.