An M&A and real estate professional, Sonja Wood provides comprehensive advisory and intermediary services to parties in business purchases, sales, and mergers. Her industry experience includes commercial and real estate investment, construction and roofing, senior housing, and a variety of other industries. Sonja’s clients benefit from her experience in research, review and evaluation of company …
Profile: Tracy Penwell is a Senior Vice President at IBG/Fox & Fin in the Phoenix, Arizona office. Ms. Penwell’s has long demonstrated particular strengths as a strategic, financial and market leader. She is a passionate evangelist for private sector company owners’—where the majority of our country’s jobs reside—successful migration of their companies to the next …
Profile: Mike Cauley is a Managing Director at IBG/Fox & Fin in the Phoenix Arizona office. He has more than 10 years of experience facilitating, contributing to, and leading small business and lower middle market business acquisitions and sales and M&A efforts across multiple industries and sectors. As Mike works with both business sellers and …
Bio: Prior to joining IBG Fox & Fin, Jim spent 20 years as a corporate attorney, commercial Director, and a former business owner. Jim has worked on M&A transactions across the United States, Mexico and in Asia Pacific, with deal sizes ranging from $1MM-1B. Jim worked on the ground in 11 countries in Asia as …
Profile: Oksana Komarnyckyj (Ko-Mar-Nit-Ski), a Managing Director with IBG/Fox & Fin, has over 25 years’ experience guiding businesses through every stage of their lives, from start-up to growth to exit. She has worked in the trenches, as well as, in the corporate board room. As an M&A Advisor, Oksana focuses on assisting privately-held companies and …
[gap height=”30″] Profile: Bill Thode is a business intermediary, attorney, and entrepreneur. He began his legal career advancing the rights of private businesses and landowners against the federal government. After working for several top legal firms in Denver, he opened his own law practice. Over the course of his career, Bill has advised and counseled …
Profile: Troy Stapley is a Managing Director at IBG/Fox & Fin in the Phoenix Arizona office. Troy’s primary responsibility as a deal maker consists of consulting with business owners and assisting with business valuation, deal sourcing, marketing, negotiating and closing M&A transactions. He works closely with IBG’s network of private equity groups, family offices, and …
Profile: Lance Meilech is a Managing Director at IBG/Fox & Fin in the Phoenix Arizona office. His specialization is in the technology market and has many strong connections to Silicon Valley. He has been extremely successful in the Arizona market and has earned the reputation of being one of the top deal makers in the …
Profile: Charlie Martz has over 30 years of experience as a transaction intermediary, and has specialized in business valuation, direct marketing, contract negotiation and buyer representation. Experience: As President of Jones Group, Inc., in Englewood, CO, a division of Jones Intercable, Inc., Charlie spent seven years directing the corporate development division responsible for valuation and …
Profile: Mark Greenberg brings over 40 years of experience in the business world to IBG. Mark has extensive knowledge in sales, training and company development. With this knowledge, he developed a company that specialized in products for the automotive industry, provided training and resources to help auto dealers increase profits and managed the complex issues …
Profile: Sam is an acknowledged expert in business transactions and has taught classes in Accounting, Corporations and Corporation Finance at DU Law School and Law & Ethics at CU Denver Business School. Experience: Sam Cheris headed up the commercial department as a partner of a major law firm and worked primarily in the areas of …
Profile: Steve is a Managing Director at IBG/Fox & Fin in the Phoenix Arizona office. As an attorney skilled in M&A transactions in the Arizona business community, Steve has worked closely with buyers and sellers through a full range of sales and acquisitions over the years. Experience: A former business owner, he subsequently worked eight …
Profile: Garry is a Veteran Commercial Banker having served as President/CEO of banks in Arizona, California and Utah. He has been involved in C-level management, credit policy, lending, portfolio management, as well as risk & sales management. Extensive experience working with bank boards and banking supervisory authorities. Additional experience includes troubled bank turn-a-rounds and de …
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