Recognized Mergers and Acquisitions Leaders 2025

***Views expressed are my own and do not necessarily reflect those of EY or any of its member firms.*** M&A, integration, divestitures, and corporate transformation business leader who helps global strategic and investment businesses turn deals into value. I'm a Senior Director at EY-Parthenon in New York, where I advise. global companies, private equity firms, and strategic acquirers on M&A, divestitures, large scale corporate transformation, JV, and corporate strategies, commercial and operational due diligence, sign to close transaction management, synergies assessment and value creation, and post-merger integrations. Over the past decade-plus I've worked on transactions ranging from acquisitions and carve-outs to transformations and partnerships - across consumer and retail / CPR, technology, industrials, and financial services companies. Before EY-Parthenon, I spent several years in investment research at S&P Global and Netscribes, analyzing global companies. I'm a CFA charterholder and hold an MBA from NYU Stern, where I collaborated with Nobel Laureate Robert Engle on ESG research published on Nasdaq. I'm happy to comment on deal trends, why integrations succeed or fail, revenue and cost synergies, regulatory shifts like HSR, and how boards evaluate strategic transactions. I respond quickly and speak plainly — no jargon.

As EVP of M&A, Joe leads PRITCHETT's M&A integration practice which has consulted on acquisitions valued in total over $350 billion. He is the architect of PRITCHETT’s M&A integration methodology, an approach that has been used successfully by thousands of acquirers. Joe also conceived of and brought to market the Merger Integration Certification Workshop, the most successful M&A integration training program in the world. Plus, he created MergerIntegration.com which is now the most visited web site on M&A integration. MergerIntegration.com provides step-by step instruction on how to run integration projects and is populated with over 500 deliverables from PRITCHETT consulting engagements. Joe is the author of the books, Street Smart Moves for Selling your Business and What’s Next? He is also a licensed Certified Public Accountant.

Shreya Mehta is the Founder of MergeX, a private market intelligence platform providing EBITDA multiples, industry KPIs and valuation benchmarking data across 100+ verticals. Her work sits at the intersection of M&A advisory, deal intelligence, and financial data infrastructure. She specializes in business valuation, private market M&A trends, exit strategy, and what drives valuation multiples across industries, giving founders and business owners access to data that was previously only available inside investment banks and PE firms.

Jui is the Managing Partner at Next Point, where she leads the firm’s operations and heads the Mergers & Acquisitions division. Specializing in strategic exits for the industrial, medical, and dental sectors, Jui guides business and medical practice owners through the complex process of planning and executing successful exits. She combines high-level strategy with practical execution to ensure a seamless transition for her clients. Her background includes a unique blend of corporate experience working with Fortune 100 companies in financial planning, joint venture management, and risk mitigation, as well as years of entrepreneurial experience. Jui leverages this expertise to advocate for her clients, ensuring they are informed and confident throughout every phase of the deal. Her experience as an entrepreneur gives her a deep understanding of the challenges her clients face, and she works diligently to represent their best interests, aligning strategies with their unique objectives. Jui’s passion lies in serving as a trusted partner to her clients, helping them make informed decisions and transition from their businesses with confidence. With nearly two decades of experience and hundreds of successful transactions, she is known for developing exit strategies that not only maximize value but also safeguard her clients’ long-term goals. She holds an MBA in Finance and is certified in Mergers & Acquisitions, as well as a Certified Exit Planning Advisor (CEPA).

MarTech infrastructure consultant focused on PE-backed mid-market companies. I advise private equity operating teams and portfolio company leadership on commercial data architecture, CRM strategy, and revenue operations. Former CMO-level operator with experience across B2B demand gen, email compliance, and marketing analytics.

ExecCap Advisors provides expert advisory services combining strategic capital advocacy and real-world operating experience. We guide executives through every step of Entrepreneurship Through Acquisition (ETA)—defining acquisition strategy, sourcing opportunities, securing capital partners, structuring deals, conducting due diligence, closing transactions, and scaling the business post-acquisition.

Brett Farmiloe is the Founder & CEO of Featured. Featured connects subject-matter experts with top publishers to increase their exposure and create quality, ready-to-publish Q & A content. More than 50,000 experts answer questions on Featured to get their insights published in articles on Fast Company, Entrepreneur.com, and 1,000+ more publishers. With 1M+ answers received, Featured is unlocking the full potential of human knowledge, one answer at a time. Previously, Brett founded and ran Markitors, a digital agency for small businesses, for 10 years before a successful acquisition. More stuff... Brett's first company, Pursue the Passion, was a career education startup that took Brett and three friends on two cross country roadtrips to interview people about how they found passion in work. One of the biggest takeaways? That people don't have a meaningful outlet to share the expertise they've accumulated in their lifetime. Other career highlights: - Helped the actor Hugh Jackman launch a charitable coffee company (acquired by Keurig) - Published Author (sold 1,000 copies...lots of them to people in Duluth, MN) - Keynote Speaker (100+ speeches from Alaska to Miami, including a TEDx) - First Mailchimp Expert west of the Mississippi - Founder of Digital Marketing company that is one of the best places to work in Arizona (Best Companies 100, Phoenix Business Journal) - Contributor to Forbes, SHRM, Thunderbird, Huffington Post, Mashable, TIME, NextWeb, Etc - Once was sponsored by a food company with unlimited supply of Hot Pockets. Proceeded to eat Hot Pockets for breakfast, lunch, and dinner for 30 days to bootstrap a startup. Never has ate a Hot Pocket again. Projects In Development... // Revival of the World Pillow Fight Championships

Ismael is Executive Chairman of FE International, a leading M&A advisory firm in the technology sector with over $46Bn in completed acquisitions. Wrixen’s previous background was in large-cap M&A investment banking, where he executed several high-profile public deals, namely in the technology sector.

I’m the founder of DIY Homebuyer Academy and a real estate broker focused on rethinking how buyers are represented in residential real estate. After years inside the traditional commission-based model, I began publicly questioning whether the system truly aligns with consumer interests. That work has evolved into a national platform helping buyers understand contracts, negotiations, and leverage — and, when appropriate, confidently represent themselves. My expertise centers on buyer strategy, compensation reform, incentive alignment, and the evolving role of agents in an AI-driven world. I work with analytical, independent buyers across multiple states and consult on complex transactions where traditional representation doesn’t always serve the client well. Through writing, long-form video, and public commentary, I explore the industry’s trust paradox — why consumers rely heavily on agents while simultaneously distrusting the system — and what meaningful reform could look like. If you’re covering the future of real estate, consumer empowerment, or the post-commission lawsuit landscape, I bring both inside experience and a reform-oriented perspective.

As a Product Manager at Featured, I work with a team of developers and leadership to create and improve a Q&A platform that connects subject matter experts with top publishers. Our goal is to provide exposure for experts and content for publishers, creating a win-win situation for both parties. I have a BSBA in Marketing from the University of Arizona Eller College of Management, where I was involved in various extracurricular and internship activities, such as AdCats Consulting Club, Markitors SEO Agency, and Each Brain Matters Non-Profit Foundation. I have developed skills in customer relationship management, partnership marketing, and product management, which I apply to my current role and projects. I am passionate about creating engaging and informative content that benefits both experts and publishers, and I am always eager to learn from others and explore new opportunities.

David Jacobs is a business broker specializing in software, SaaS, and tech-enabled service companies. He works with founders of businesses generating $2M–$20M in revenue who are exploring a sale or acquisition. Since 2019, David has advised owners through the exit process, working with private equity firms, family offices, and strategic buyers to create competitive acquisition processes. He frequently comments on SaaS valuations, exit preparation, buyer behavior, and common mistakes founders make when preparing to sell their companies. Website: davidjacobsbusinessbroker.com

I'm the founder and CEO of FE International: a tech-focused M&A advisory firm. Our team have closed over 1,500 deals with a combined value over $50bn throughout their careers working with investors and founders all over the globe.I'm also an investor and advisor to multiple businesses in the tech sector, spending my time helping them grow.Regularly featured speaking at conferences, industry publications, radio, TV, podcasts and other forms of interviews - always open to new opportunities to talk about the world of M&A.If you're interested in a no-obligation valuation for your business, feel free to reach out.

Jeffrey M. Gabriel, founder and CEO of Saw.com, is a domain industry veteran with over 15 years of experience and over $550 million in completed transactions. Known for high-profile deals like the Guinness World Record-breaking sale of Sex.com for $13 million, the top .ORG sale of Poker.org for $1 million, and the recent sales of Diamond.com, AI.com, Media.com, Data.ai and countless others. Jeffrey and his team has a reputation for delivering exceptional value to clients. Previously, he held key roles at Uniregistry, Igloo.com, and Sedo. An active industry expert, Jeffrey has contributed to Forbes and is a member of the Internet Commerce Association, frequently sharing insights on domain acquisition, sales, and strategy.

Senior-level strategy/corporate development/ventures executive in the increasingly concentric media/advertising/tech industrial complex – with 30+ years of pioneering operational experience, investment returns and thought leadership in championing innovation across traditional, digital, and (especially) “emerging” media and marketing firms. Industry vertical areas of expertise: - "Emerging" media and technology: advanced/interactive advertising, media tech platforms, media distribution - especially in TV & video - Digital media operations (online, mobile, digital video, digital audio, digital OOH, social, etc.) - Traditional media operations (TV, radio, out-of-home, print, etc.)- Advertising (media buying, media ad sales, ad/media/digital agency structure/operations) - Consumer media behaviors (consumption, behaviors, trends, preferences, etc.) - Ad/marketing/tech innovation (startups, venture investment, etc.) - Corporate development in media/advertising industries (M&A, corporate ventures, etc.) - Nationally recognized thought leadership in all things "future of TV/media" & "advanced advertising" Functional areas of expertise in above industries/verticals: - Corporate strategy & development, including M&A and ventures - Marketing & PR/corporate communications - Business development - Advertising sales - Media industry analysis & thought leadership

Filiberto Amati is a marketing and commercial leader specialising in growth strategy within consumer goods, with a particular focus on beverages, food, and adjacent categories. With close to 25 years of international experience across Europe and the Americas, he has built a career at the intersection of strategy, brand development, and commercial execution. He is the founder of Amati & Associates, where he works as a growth consultant, interim executive, and advisor to companies ranging from early-stage ventures to established global players. His work centres on designing and implementing growth strategies that translate into measurable commercial outcomes, particularly in complex or underperforming market environments. Filiberto’s experience includes senior roles at companies such as Procter & Gamble, Philips, Gruppo Campari, and Disaronno, where he progressed from regional and marketing leadership positions to general management responsibilities. He has operated across more than eight countries, managing diverse teams and overseeing market entry, brand positioning, and distribution strategies at scale. As an interim CEO and senior advisor, he has been responsible for building organisations from the ground up, including establishing commercial structures, marketing functions, and innovation pipelines. His work often focuses on aligning brand strategy with route-to-market execution, ensuring that growth plans are both strategically sound and operationally viable. Beyond delivery, Filiberto contributes to the academic and professional discussion on marketing and foresight. He has published research on consumption rituals, AI in design processes, and the future of business events, reflecting a continued interest in how consumer behaviour and market structures evolve. He holds an MBA from IESE Business School and a DBA from the Polish Academy of Sciences, combining formal academic training with practical leadership experience across global markets.

I am an entrepreneur and CEO passionate about using my experience to help other CEOs achieve their goals. I bring these leaders together for collaboration on deep strategic challenges and opportunities, and I provide acquisition, merger and fundraising support.

David Mora is a Business Broker at Capital Business Brokerage. With a background in Financial Analysis, Business Operations & Management, and a passion for building long-term relationships, David brings a unique set of skills to his role as a Business Broker. He holds a Juris Doctor degree from Howard University School of Law, where he specialized in Business Law, IP Law, and Criminal Law, as well as a Bachelor’s degree in Psychology from the University of Detroit Mercy. Prior to joining Capital Business Brokerage, David gained valuable experience as a Financial Representative, Licensed Insurance Agent, and Business Owner in Michigan. He is passionate about business, entrepreneurship, and personal development. He works closely with clients who want to sell or buy a business, leveraging his expertise to help them achieve their goals. Phone: 248-855-7749Email: david@capitalbusinessbrokerage.bizhttps://capitalbusinessbrokerage.biz/team/david-mora/

Brad Coffman is the founder and owner of Valorem Business Brokers, a South Florida business brokerage firm specializing in the sale of small and mid-sized businesses. A Certified Business Intermediary (CBI), Certified Franchise Consultant (CFC), and Certified Mergers & Acquisitions Professional (CM&AP), Brad brings deep expertise in business valuation, deal structuring, SBA-financed transactions, and guiding owners through every stage of a successful exit. He has hands-on experience across a wide range of industries and is known for his direct, results-driven approach to getting deals closed.

I run SERPninja.io, a white label link building agecy proudly rated 5 stars on Clutch and TrustPilot. Trusted by over 300 agencies, we specialize in helping businesses achieve their own or their clients' link-building goals effectively. SERPninja.io has been featured on major publications like HubSpot, Backlinko, Forbes, G2 blog and Entrepreneur. Drop us a message if you want to crush your link building goals. Check out our YT channel at https://www.youtube.com/@serpninjasupport

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.