Hire the best Mergers & Acquisitions Specialists in Pennsylvania

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$150 hourly
Anthony V.
- 5.0/5
- (81 jobs)
I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America

Mergers & Acquisitions
Succession Plan
Business Valuation
Company Valuation
Pitchbook
Executive Coaching
Small Business Administration
Capital Markets
Investment Banking
Due Diligence
Corporate Finance
Management Consulting
Strategy
Business Plan
$300 hourly
Barry G.
- 4.9/5
- (246 jobs)
A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry

Mergers & Acquisitions
Legal Writing
Contract Law
Tax Law
Intellectual Property Law
Legal Research
Employment Law
Legal Consulting
$150 hourly
Amanda S.
- 5.0/5
- (2 jobs)
My career spans leadership and execution roles across data, finance, and engineering. I've grown digital audiences from 0 to over 1M, raised $9M in venture capital and participated in sale of 2 companies, including a financial media company and a digital advertising agency. I thrive under pressure and am very comfortable managing abstract projects with lots of complexity.

Mergers & Acquisitions
Pitchbook
IT Consultation
Lead Generation
Data Analysis
Sales Funnel Copywriting
ActiveCampaign
Financial Modeling
Startup Consulting
Venture Capital Consulting
Marketing Automation
Fundraising
Advertising
Financial Analysis
$75 hourly
Marci C.
- 5.0/5
- (2 jobs)
People Operations / Talent Operations / Recruitment / Human Capital Advisory I offer cost-effective and customized support to ensure efficient hiring and a seamless onboarding experience. Let’s work together to build a dynamic team that drives your company’s success! With over 25 years of experience in talent acquisition, development, management, and operations, I am a seasoned HR professional and a Managing Partner at TAGRO, a consulting firm that provides customized solutions to optimize your organization's talent growth strategy. I partner with C-suite and other leaders to plan and execute strategic solutions to meet talent attraction, development, and retention goals. I evaluate, recommend, create, and implement talent practices including employer branding, goal setting, performance calibration, sourcing strategy, onboarding, succession planning, recruitment, and more. I have extensive expertise in the tech sector, with a focus on SaaS, cloud, security, AI, analytics, and emerging technologies. I have also supported high M&A activity with best practices and synergy evaluation. I am passionate, collaborative, and committed to action, and I thrive on solving complex talent challenges for my clients. I've done the work: • 25 years of experience in talent acquisition/development/talent management/people operations. • 15+ years of hands-on leadership experience • 25 years of experience in all facets of recruiting with focus on tech (SaaS, cloud, security, AI, analytics). • Employer brand builder • DEI&B Program Manager; champion of impactful diversity, equity & inclusion practices • 8 years of M&A Integration experience • Strategic thinker, passionate, collaborative, and committed to action Specialties: Fractional HR, Fractional Talent Acquisition, Fractional CPO, SaaS, AI, Diversity recruitment, Recruiting strategy and implementation, data analyst, talent acquisition, talent management, human capital management, human resources, organizational development, change management, sourcing strategy, employer branding, new hire onboarding, talent development, leadership development, retention, workforce planning, people operations, acquisition integration.

Mergers & Acquisitions
Staff Recruitment & Management
Human Resources Strategy
Human Resources
Leadership Development
Recruiting
Recruiting Process Consulting
Human Resources Consulting
Training & Development
$100 hourly
Don S.
- 5.0/5
- (3 jobs)
I am a US Patent Attorney with over 35 years of experience. My BS is in metallurgy and materials science and my experience includes iron and steelmaking, refractories and other ceramics, nuclear energy, robotic systems, photovoltaic (solar) power, and general mechanical. I am also experienced in trademarks, copyrights, mergers & acquisitions, licensing and commercial contract law.

Mergers & Acquisitions
Patent Law
Strategy
Management Skills
Counseling
Intellectual Property Protection
Patent
Trademark
Intellectual Property Law
$225 hourly
Bryan H.
- 5.0/5
- (1 job)
- I've been doing Web development for over 20 years - Co-founded a few technology startups over the same period - Sold one to Private equity - Purchased over 20 digital assets (mostly B2B SaaS applications) - Now, I help others with small business acquisitions (from sourcing to growth)

Mergers & Acquisitions
Financial Modeling
Financial Analysis & Valuation
Financial Analysis
Market Research
Pitchbook
Business Analysis
Company Valuation
Business Valuation
Private Equity
Due Diligence
$100 hourly
Hamza K.
- 0.0/5
- (0 jobs)
Hello! My name is Hamza Khan, and I am a seasoned M&A professional with a wealth of experience in cross-functional team leadership, strategic advising, and deal-making. Here are some highlights from my career: Led cross-functional teams and advised senior executives on 25+ global transactions, focusing on M&A strategy, operating model design, financial modeling, valuation, due diligence, and value creation. Advised on a $40B Spinoff of a major Financial Services company, divestiture of an AI unit carve-out from a tech company for a $2B deal, and integration of two Life sciences companies in a $4B deal. Advised a multinational industrial conglomerate on operating model, resulting in $75M value creation, and a leading professional services org on capturing value from 12 digital acquisitions for M&A strategy. Spearheaded development of long-term strategic initiatives & business planning for a $3B region at a top Financial services firm and developed organization & governance strategy for a $10B Technology company. Advised a major Private Equity-owned leading Education company on identifying $100M cost savings and developed a data-driven market segmentation strategy for multi-year revenue planning at a $4.5B professional services firm. Led multiple Advanced analytics projects to optimize the US $1B of Marketing spend at a large consumer products company.

Mergers & Acquisitions
Acquisitions
Business Transformation
Private Equity
Post-Merger Integration
Organizational Behavior
Business
Business Modeling
Management Skills
Financial Modeling
$93 hourly
Michelle M.
- 5.0/5
- (1 job)
An energetic, passionate, and forward-thinking People, Culture & Transformation Leader with successful experiences leading high performing teams while enhancing organizational and leadership capabilities and fostering an environment where strong performers thrive and fully realize their potential. Able to build strong relationships with business leaders and employees at all levels. Notable change and growth agent that helps businesses scale sustainably while maintaining a positive culture, retaining top talent, fostering inclusivity, and strengthening engagement. Data driven; decisive, hands-on leader who thrives in ambiguity & rises to new challenges. Areas of Expertise: Organizational Development Alignment & Transformation Job Architecture & Reorganization Employee Retention & Engagement Learning & Development Talent Acquisition & Management Leader Assimilation & Facilitation Talent Review & Succession Planning Strategic Business & HR Executive Mergers & Acquisitions Creative Solutioning to Complex Problems Process Improvement & Change Management

Mergers & Acquisitions
Training & Development
Business Transformation
HR & Business Services
Strategic Plan
Employee Onboarding
Change Management
Organizational Behavior
Business Strategy
Succession Planning
Employee Engagement
Organizational Development
Human Resource Management
Employment Law
Compensation & Benefits
$150 hourly
Alex C.
- 0.0/5
- (0 jobs)
Dynamic and seasoned Interim and Fractional CxO with a proven track record of driving digital transformation, operational excellence, strategic growth, and M&A and Exit strategies across Life Sciences, Healthcare, Manufacturing, Chemicals, Services, Technology, Media & Telecommunications, and Consumer Products industries. Adept at leading high-performance teams, optimizing business models, and executing complex M&A strategies. - Strategic Growth Leadership: Scaled multiple consulting and technology firms, achieving double-digit revenue growth. - Digital Transformation: Led enterprise AI, automation, cloud, and data & analytics initiatives. - Operational Excellence: Delivered cost reductions, process improvements, and operational turnarounds. - M&A and Corporate Development: Executed acquisitions, post-merger integrations, and investment strategies. - Interim and Fractional Leadership: Proven success as CEO, COO, Chief Transformation Officer, Chief Digital Officer, Chief Delivery Officer, Chief Innovation Officer, and Corporate Development Leader.

Mergers & Acquisitions
Digital Transformation
Business Transformation
Innovation Strategy
Operational Planning
Post-Merger Integration
Business Operations
Process Improvement
Business Process Automation
Enterprise Software
SaaS
Analytics
Data Analytics
Strategy
Digital Strategy
$100 hourly
Mai S.
- 0.0/5
- (0 jobs)
I’m a seasoned Regulatory Affairs and Quality Assurance expert with 30+ years of experience across pharmaceuticals, medical devices, biologics, consumer goods, cannabis, and the food industry. I specialize in global regulatory strategies, FDA submissions (INDs, NDAs, BLAs, 510(k)s), trade compliance (including detained products), and quality system implementation (ISO 13485, FDA GMP, EU MDR). My expertise extends to M&A due diligence and post-merger integration, ensuring seamless product and compliance transitions. I’ve successfully led FDA inspections with zero-observation outcomes and resolved complex regulatory challenges. Whether optimizing processes for operational efficiency or navigating emerging industries like cannabis and digital therapeutics, I deliver innovative solutions. With a proven track record in risk management, strategic planning, and cross-functional leadership, I’m ready to help your business achieve compliance and drive growth. Let’s collaborate!

Mergers & Acquisitions
Vendor Management
Quality Management System
Medical Device
Pharmaceutical Industry
Regulatory Intelligence
Regulatory Compliance
Marketing Strategy Report
Internal Auditing
Quality Audit
Supply Chain Management
Project Management
Business Strategy
Management Consulting
Quality Assurance
$200 hourly
Chris B.
- 0.0/5
- (0 jobs)
Chris Bradley is a seasoned technology broker and advisor who helps businesses of all sizes navigate the complex world of modern IT. His expertise spans network infrastructure, artificial intelligence, contact centers, data centers, cloud-based phone systems, ERP/CRM platforms, hybrid cloud strategies, cybersecurity, cost optimization, managed services, structured cabling, mobility, and IoT solutions. Chris leads a team of vendor-agnostic engineers who deliver unbiased, strategic guidance to clients. Rather than selling specific products, we operate strictly as a technology brokerage and advisory firm — focusing on identifying real business challenges and developing clear, actionable plans to solve them. Chris’s approach is rooted in deep industry knowledge and a structured, data-driven methodology. Backed by a Lean Six Sigma certification and executive leadership development training, he specializes in technology brokerage, roadmap development, business process automation, and go-to-market strategies for business owners and startups. Above all, Chris prioritizes people, trust, and long-term relationships.

Mergers & Acquisitions
Information Technology Strategy
AV Equipment
Network Equipment
IT Procurement
Project Management
AI Chatbot
Cybersecurity Management
Cybersecurity Monitoring
Telecommunications
Structured Cabling
Data Center
Cloud Architecture
WAN Optimization
Contract Negotiation
$85 hourly
Bobbi J.
- 0.0/5
- (0 jobs)
A dynamic HR leader with a proven track record of building, scaling, and optimizing HR functions within private equity-backed and high-growth organizations. Known for bridging strategy with hands-on execution, I excel in M&A integration, talent development, HR technology and fostering cultures that drive employee engagement and business performance. I have stayed fresh in all day to day HR functions by continuously operating in a start-up capacity and building my teams as growth increases. I am a fast learner who can jump in quick to do tactical day to day work or complete HR tasks such as payroll, SOPs, create processes, job descriptions, etc. I excel in Paycom work, from implementation to rebuilding what you have to optimize the system.

Mergers & Acquisitions
Performance Measurement
Process Improvement
Job Description
Performance Management
Post-Merger Integration
Compliance
Succession Plan
Strategic Planning
HR & Recruiting Software
HR System Management
HR Policy
HR & Business Services
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