Maureen Baker is a seasoned SBA Lending and Business Development Officer with over 15 years of experience supporting small businesses through expert loan origination, structuring, and portfolio management. Throughout her career, Maureen has demonstrated a deep expertise in SBA lending, having originated and managed complex credit transactions, including SBA 7(a) and 504 loans for business…
Nick offers his clients exclusive access to carefully selected late-stage Pre-IPO investments, private placements, and private real estate opportunities. His mission is to empower entrepreneurial investors, along with institutional and high-net-worth clients, by granting them exclusive access to some of the most prominent, late-stage, VC-backed companies before they go public. Check my background on https://brokercheck.finra.org/…
Picture this scenario: Your company is amid a merger or acquisition, a period filled with excitement and potential, but also fraught with the challenge of retaining your most valuable assets – your people. In this blog post, we delve into the art of preserving the talent that forms the backbone of your organization during the…
Ardi is a director in Citrin Cooperman’s Transaction Advisory Services practice based out of the New York office. Ardi brings over 16 years of accounting, finance, corporate development, and leadership experience to the Firm. Ardi has a diverse professional background which includes roles as an advisory managing director with a boutique advisory firm and a…
As another year comes to a close, it’s a fitting time to reflect on the highs, lows, and significant developments that marked the landscape of mergers and acquisitions (M&A) throughout the past twelve months. In the world of business, 2023 has been a year shaped by unprecedented challenges, remarkable successes, and transformative shifts in the…
Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company…
Robert heads up the firm’s Assurance Services practice. Robert is a results oriented financial professional with over twenty years experience in managing multiple audit and review engagements in various industries. Robert has a proven track record in motivating and leading people, problem-solving, issue resolution and productivity improvement and efficiency. Robert specializes in all aspects of financial…
Rose Desauguste is the Managing Director of Seygan, where she helps companies turn AI into a value-creation engine — expanding revenue capacity, increasing execution speed, and reducing the cost of growth. She has led AI and operating model transformations for companies from the lower middle market to the enterprise, and trained hundreds of executives on…
The global business landscape is undergoing revolutionary impact from the “Intelligence Era.” Thriving in this era requires fundamental shifts in strategy ideation, planning, and execution, and many sectors struggle to integrate technology into the strategic business road-map. Many business leaders focus their growth strategy on their technical road-map under the past thinking that technology upgrades…
Development projects is where Sam excels professionally. Sam’s expertise is in identifying opportunities, assessing them, and developing practical strategies to drive new business development. His careful and thorough approach allows him to create sustainable growth-oriented plans and manage implementation step-by-step through frequent collaborative work sessions. Sam guides his clients through any challenges and opportunities that…
