Meet Transworld M & A Business Advisors
Over 25 years experience in M&A, venture investing, raising capital, and strategic planning; both with $2.0 billion diversified holding companies and as an independent advisor. CPA with an international firm. Expertise in finance, accounting, value-based planning, contract negotiations, business valuations, and structuring creative transactions with entrepreneurial management and strategic buyers or financial investors. Solid reputation as a capable and experienced M&A expert as buyer, seller and intermediary. Len Russek is a Certified M&A Intermediary.
With over 30 years of experience in corporate management with companies such as 3M, Bemis Packaging, GE Major Appliance, Hillenbrand Industries, Batesville Casket, and Premier Bedding, and 20+ years in marketing and strategic planning, Mike Ertel brings the expertise to confidentially market businesses to serious and well-qualified prospects, and to work closely with other trusted advisers to maximize the net proceeds from the largest and most significant transactions in many business owners’ careers. Mike Ertel holds several certifications including Certified Business Intermediary (CBI), M&A Master Intermediary (M&AMI) and Certified M&A Advisor (CM&AA).
Peter Berg brings over 30 years of Investment Banking and Mergers & Acquisitions experience to his position as Managing Director at Transworld M&A Advisors. He is also a shareholder and member of the Board of Directors. He has closed more than 200 transactions representing over $1 billion dollars in lower middle market transactions since joining Transworld in 2000. He is skilled at negotiating complex transactions and working with both the Buy and Sell Side, Private Equity, Family Offices, Strategic Buyers, CPA’s, attorneys and financial advisors in moving transactions towards a successful result. He is a Certified Business Intermediary, Certified M&A Professional and holds the Merger & Acquisition Master Intermediary designation.
Lawrence D. Sandidge, MBA, ALM
Lawrence "Larry" Sandidge has a diverse background in the Electronics and Finance industries. His career began as a Sales Engineer in the Semiconductor Industry with Texas Instruments and later National Semiconductor. In the Electronics industry, he also had his first entrepreneurial venture starting a Manufacturers Representatives firm with principal companies in active and passive components. In the Finance industry, Mr. Sandidge served as Vice President at Merrill Lynch and Wachovia Securities in an investment capacity. This experience has provided him with a vast background in Financial and Business Analysis throughout a wide variety of industries. Mr. Sandidge's educational background includes a BA in Computer Science from Southern Illinois University, an MBA from the University of Tampa and a Master of Liberal Arts (ALM) from Harvard University.
Sunil has over 20 years of solid global (US, South Asia, Middle East, Africa, Russia, and China) leadership level experience in mergers and acquisitions, private equity (investing and portfolio company management), corporate development, and strategy and operations consulting with preeminent firms such as, Deloitte, PricewaterhouseCoopers, The Abraaj Group, and GE Capital. In the last 9 years, Sunil has successfully originated and advised in c. USD 5 Billion in successful placements of equity and debt; including, several multi-jurisdictional transactions. Sunil has been actively involved in advising financial sponsors and strategic buyers in building world-class sector specific platforms through acquisitions. He also has hands-on operating experience in the healthcare industry. Sunil graduated with an MBA degree from INSEAD, has a B.Sc. degree in Operations Research and Industrial Engineering from University of Massachusetts at Amherst, and has attended an Advanced Program in Operations Research and Industrial Engineering at Cornell University. He also has certifications in Machine Learning, Analytics, Data Science, and IoT from Stanford University, Wharton School (University of Pennsylvania), John Hopkins University, and Columbia University.
Thomas I. Jones, PA has extensive knowledge in business sales, mergers and acquisitions in many industries including Manufacturing, Distribution, Service, Healthcare and Franchises. After graduating from the University of North Carolina at Chapel Hill with a degree in economics, Tom embarked on a career in the business brokerage field, and he has never looked back. Though he has extensive knowledge in the manufacturing, distribution, and service industries, his true area of specialization is the healthcare industry. Tom has been distinguishing himself within the industry for over a quarter of a century, and his accolades speak for themselves.
Stephen Reesing has over 30 years of experience in the finance industry as a CPA, CFO, Corporate Development Manager, Business Broker and M&A Advisor. He began his career as a CPA with Arthur Andersen and Company in Houston, TX. He subsequently held CFO positions with three companies in Austin in the manufacturing and financial technology business segments including one startup that went public with a valuation that exceeded $1 Billion. He has closed acquisition or recapitalization transactions worth hundreds of million dollars in his career. He has a Bachelor of Business Administration degree from the University of Texas and is a Certified M&A Professional.
Leanne has over 25 years of healthcare transactional, consulting, and operational experience. Prior to joining Transworld M&A Advisors, Leanne held senior operator roles in several middle-market healthcare firms, assisting firms with their acquisition-based value-creation strategies and leading their operational target integration efforts. Leanne previously held senior operations consulting roles with the State of Florida and Broward Health, the largest public health system in South Florida. Leanne began her career in the healthcare services group of Accenture. With management and operator experience in healthcare providers, payers, consulting, and government organizations, Leanne has a holistic perspective of how healthcare delivery, finance, and regulatory mechanisms inter-relate and affect enterprise value. Leanne holds a BS in Economics from the Wharton School, University of Pennsylvania, a Masters in Public Administration from Florida Atlantic University, and an AA in Nursing from Broward College.