|Your Legacy, Our Commitment||100% of our time and effort to growing your company||One of many business; little time or attention||Absorbed as one of many divisions / subsidiaries|
|Timeline||We are in it for the long haul||3-5 year strict timeline||Depends on competitor|
|We operate the company day-to-day alongside employees and advisors||Company strategy dictated to employees by PE firm to maximize profit||Integrate company into competitor; company likely goes away|
|"Permanent Capital" from entrepreneurs and operators||Large institutions with strict mandates||Competitor's balance sheet and credit lines|
|Goal||Maintain company's legacy and grow the business||Slash expenses, add debt, position company for re-sale||Integrate company into the competitor|
|Depends on seller's desires; we are flexible||Full-time commitment||None|
Sam’s career has focused on advising businesses during key transitional periods and daily operations, including mergers and acquisitions (M&A), corporate law and public accounting. Previously, Sam was an investment banker at Rosati Business Brokerage, a M&A advisory firm, a corporate lawyer at Foley & Lardner, a global law firm, and an accountant at PricewaterhouseCoopers. He graduated from the University of Virginia and the University of Florida. Sam is a licensed lawyer and CPA, and he actively invests in and advises local businesses. Sam is an active golfer, and he lives in the Tampa Bay area with his wife Lindsey.
After graduating from the University of Florida with degrees in Finance and Entrepreneurship, Joey operated BarProducts.com as COO. Managing a staff of 70+, Joey operated the global e-commerce bar supply retailer from Largo, FL and New Salisbury, IN, overseeing all operations, including warehouse pick/pack/ship, website development, HR and installation of a new ERP and other systems. He has expanded his entrepreneurial talents with a portfolio of passive investments in tech, medical, real estate and hospitality businesses. Joey lives in Tampa and is an active soccer player and Gasparilla Krewe member.
Our group of Finance team members assists in the search, due diligence and acquisition of small businesses in Tampa Bay. We’re a tight-knit team with our finger on the pulse of the M&A industry.