Recognized Mergers and Acquisitions Leaders 2025

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.

Thomas Allen is Co-founder and CEO of Practice Real Estate Group, a leading healthcare-focused commercial real estate brokerage based in Austin, Texas. Since founding PRG in 2014, Thomas has guided hundreds of healthcare professionals through critical real estate decisions that set the foundation for their practice success. Thomas specializes in helping healthcare entrepreneurs navigate complex real estate decisions, from first-time practice owners opening their initial location to established practitioners expanding multi-location operations. His clients consistently describe him as a smart, creative, and trustworthy advisor who goes beyond finding space to create strategic real estate partnerships focused on long-term practice success. In 2016, Thomas expanded his expertise by launching Practice Transitions Group (PTG), providing comprehensive practice sales and transition services to healthcare professionals. This dual expertise in both real estate and practice transitions gives Thomas unique insights into the complete lifecycle of healthcare businesses. With over a decade of experience in healthcare real estate, Thomas has established PRG as a trusted partner for healthcare professionals across multiple states. His data-driven approach to location selection and commitment to understanding each client's unique vision has helped practices achieve above-average success rates in competitive markets.

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.

I'm the founder of Conversion Realtor, an AI decision intelligence platform built exclusively for real estate professionals. After spending over a decade at the intersection of real estate, digital media, and SaaS sales, I built the tool I wish had existed when I was helping agents struggle with the same problem: they had leads, but no system for converting them. My career has been defined by one throughline — helping professionals turn data and technology into revenue. I've worked as a SaaS consultant at Real Geeks, where I advised real estate agents on CRM strategy and lead generation systems. Before that, I spent years at Gate House Media and Belo Media Group (Dallas Morning News) as a Regional Digital Sales Manager and Multimedia Consultant, where I worked directly with real estate agents, teams, brokerages, home builders on digital marketing, print, marketing strategies and audience engagement. I also consulted at Solera and Web.com, giving me a broad foundation in B2B SaaS, paid search, and digital strategy across various industries with innovative software solutions. . That background gave me a front-row seat to why real estate conversion fails — not because agents lack leads, but because most AI tools weren't designed around how agents actually work. They lack buyer psychology, market context, and real-world deal workflows. Conversion Realtor fixes that. It analyzes leads, conversations, timing, and behavioral signals to identify the highest-probability next move in every deal — delivering the exact message, channel, and timing needed to move conversations forward. The result: agents move from typical 2–5% conversion rates toward elite performance in the 5–12% range, doubling closings without buying more leads. I speak and write on topics including AI in real estate, lead conversion strategy, buyer and seller psychology, decision intelligence, Proptech, and the future of real estate agent productivity. Whether the story is about how AI is reshaping real estate sales, why most leads go cold, or what separates top-performing agents from the rest — I bring both the practitioner experience and the platform data to back it up.

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 Founder and CEO of Direction Inc., I architect organic search engine strategies driven by expert teams where technical excellence meets revenue acceleration. Our proven approach delivers an average 312% increase in quality leads, and 70% drop in patient acquisition costs for healthcare practices.Our mission at Direction? To create an organization where our team and customers thrive, delivering at least a 3x ROI within 12 months for our healthcare partners.Our values of Innovation, Value Creation and Elite Performance drive our operating system as we strive toward our vision of becoming the undisputed leader in healthcare SEO, helping practices attract 50-200+ new patient inquiries monthly.We engineer strategies to match intent at scale, creating sustainable inbound patient growth systems for dental practices, orthodontists, mental health providers, and plastic surgeons ready to be the leader their market.The Direction Difference:-Healthcare-Focused: Unlike broad-market SEO firms, we've targeted our expertise solely to healthcare SEO-Search Intelligence Architecture: We convert complex organic search and generative engine algorithms into revenue opportunities-Optimized Lead Acquisition Engineering: We building fast, sustainable growth frameworks with 61% lower cost per patient vs. paid ads-Market Dominance Blueprint: We transform websites into reliable lead and patient-acquisition powerhouses-Systematic Organization: We run on EOSMy obsession with business and digital marketing began early—from running an eBay business at nine, to coding my first website at 14, to buying and selling domain names, then going all-in on SEO since 2014. This foundation, combined with leading elite military intelligence teams through multiple overseas deployments, created a unique methodology:-Military precision and resilience into digital strategy and algorithm update intelligence, anticipating and capitalizing on search engine changes-Intelligence-driven market and competitor analysis, transforming search data into actionable strategies while identifying untapped market opportunities through systematic pattern recognition and prediction modeling-Team-centric leadership execution models forged in military intelligence operations, creating rapid-deployment SEO teams that adapt to algorithm shifts with military precision while maintaining focus on targetsReady to transform your digital presence from visible to unstoppable? Let's architect your path to practice growth with proven results that speak for themselves.

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.

I am an expert in small business efficiency and growth and founder/CEO of Piccolo Solutions, a development firm that provides businesses with numerous ways to scale, from marketing services to workflow solutions. This past March marked our 12th year in business! I am active in the Nashville community through numerous charities, Boards, and volunteer efforts, including serving as the past President of the Nashville Emerging Leader Board. As a long time Mentor with SCORE Nashville, I was honored to have been selected as the host of the SCORE Connect television show on News Channel 5+, connecting business leaders and resources. I have been named to Nashville Business Journal’s 40 Under 40, Most Admired CEOs, and Best in Business Lists and was selected for the 2022 Forbes Top 1000 List! Most recently I was named Nashville Business Journal's 2024 Woman of Influence, Nashville Business Journal’s 2025 Nashpreneur of the Year, and one of Nashville’s Titan100 Top CEOs. Me and my team have helped hundreds of business owners grow their personal and professional brands!

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.

I am the founder of CT Strategic Partners, an M&A advisory firm focused on lower middle market deal sourcing. Through CT Acquisitions, he connects founder-owned businesses with a curated network of private equity partners and family offices, with a particular focus on contractor services, industrial, and specialty trade verticals. Before building out his M&A practice, I spent years in performance marketing and sales, working with financial advisory and professional services clients on demand generation, paid acquisition, and sales infrastructure. That operator background informs how he approaches deal sourcing, applying systematic outbound, data-driven targeting, and disciplined funnel management to a market that traditionally relies on relationships alone.