Fred
Position: President
Fred spent twenty-five years (25) as an investment banker with a client base primarily of financial institutions, including: commercial banks, savings & loans, credit unions, and insurance companies. In his advisory role Fred was instrumental in negotiating large multimillion dollar sales and acquisitions of both financial holdings and hard-assets.
Fred has extensive experience selling a number of both Main Street and Middle Market companies encompassing a diverse range of business types, including:
- Energy Related
- Manufacturing
- Food-Service
- Fire Protection
- Medical Spa’s
- Retail
- Service-Oriented
- Healthcare
- Internet Related