11 Manhattan Financial Advisors You Should Be Following on LinkedInAuthor: iDeals
As the only major social media platform focused on professional connections and business relationships, LinkedIn offers a great opportunity to build networks and to learn more about key business decisions from those who make them every day.
If you’re interested in mergers and acquisitions, adding top financial advisors to your list of LinkedIn connections is a must. Here are a dozen Manhattan-based financial advisors to follow on LinkedIn.
A principal at Blitzer, Clancy & Company, Michael Blitzer has provided trusted corporate finance and M&A advice to clients for nearly 50 years. His LinkedIn connections have endorsed his skill in a number of areas, including private equity, business strategy, and mergers and acquisitions.
Blitzer and his colleagues focus on helping their clients negotiate business deals with a combination of time-tested expertise and creative problem-solving to address the unique details of each transaction they facilitate. Blitzer’s large LinkedIn network also makes him a good source of insight and further connections.
Danny Choi is an investment banking analyst at Blitzer, Clancy & Co.’s Manhattan office, where he focuses on mergers and acquisitions that involve technology, specialty engineering and manufacturing, and medical devices, as well as commercial real estate services. The experience he brings to the firm derives from his previous work as an analyst and research assistant in other New York organizations.
A graduate of the United States Naval Academy and Columbia University, Choi’s background includes extensive volunteer experience. His LinkedIn endorsements from fellow professionals include private equity and financial analysis. A rising star in M&A, Choi is a strong addition to any list of LinkedIn’s top Manhattan M&A professionals.
Fred Collins is a partner at Fidcol Corporate Services, Inc., a Manhattan-based advisory firm that assists privately held companies in navigating mergers and acquisitions. At Fidcol, Collins and his colleagues focus on arranging sales of middle-market companies.
Collins’ experience covers the entire lifecycle of an M&A transaction, from initial business valuation to closing the sale. As a part of the Fidcol team for over 35 years, Collins has worked with a wide range of businesses, and his experience and insight are valuable to anyone seeking to build strong connections to M&A experts on LinkedIn.
Frank Coppola is director of investments at Axiom Capital Management, where he specializes in protecting his clients’ wealth by finding ways to reduce their capital gains taxes without reducing their cash flow. His experience includes time spent as a sales representative and investment advisor.
Coppola freely shares his insights on LinkedIn, which serves as another way in which he demonstrates his passion for learning new things. A graduate of Virginia Tech with a degree in finance, Coppola treats learning as a lifelong activity. His enthusiasm for sharing his knowledge makes him a great addition to any LinkedIn list.
Robert Goldsmith is president and CEO of BCMS Corporate LLC’s North America division, headquartered in Manhattan. BCMS works with the sellers of private businesses throughout the world to help them build relationships and carry out successful transactions.
A graduate of Hamilton College and the NYU Stern School of Business, Goldsmith brings decades of business experience to his position as the head of BCMS in North America. On LinkedIn, he shares articles, provides recommendations and offers a unique source of insight.
With more than 20 years of experience, Michael Guthammar is an ideal addition to an M&A professional’s lists. Guthammar is currently owner of Windeye Partners, a partner at PME Capital LLC and a senior advisor at Lenox Hill Capital Advisors.
His work focuses on assisting companies, owners and investors with a wide range of tasks related to mergers and acquisitions, from business valuations to identifying add-on acquisition opportunities in the US and Europe.
John de Lande Long
John de Lande Long is the president and founder of Chartwell Advisors, Inc., which provides financial advisory services to high-net-worth business owners in several nations. In addition to working on mergers and acquisitions, de Lande Long and the team at Chartwell work on a wide range of business projects and provide directorship services and family office support.
Before launching Chartwell Advisors, de Lande Long served as chairman and CEO of Moore Stephens North America and as a partner at Moore Stephens London. He has received dozens of endorsements on LinkedIn across industry topics like mergers and acquisitions, due diligence, restructuring, and valuation.
Patrick Oliver-Kelly is the managing director of Falcon Financial Advisors, a position he has held since 1993. Prior to taking on this role, he served as managing director of First Boston London for 12 years.
Over the course of his career, Oliver-Kelly has advised a number of high-profile individuals and institutions. Oliver-Kelly is a graduate of the University of Tennessee-Knoxville, where he was a member of Kappa Sigma and also participated in student government and various sports. He earned his Ph.D. in International Finance from Boston University in 2000.
Founder, managing director and senior investment banker at Lenox Hill Capital Advisors, Sharif Tanamli has gained extensive experience in mergers and acquisitions and in corporate finance over the course of his 25-year career. Tanamli specializes in finding creative solutions to the unique challenges posed by complex business transactions.
Prior to founding Lenox Hill Capital Advisors, Tanamli served as a managing director with several other investment and M&A advisory firms. He studied at Boston University and carries several LinkedIn endorsements for key skills like private equity, mergers and acquisitions, and valuation.
The owner and portfolio manager at Wexler Kronen Capital Associates, Richard Wexler has dedicated more 35 years to growing his own business by helping other businesses complete mergers and acquisitions that benefit all parties. Prior to launching Wexler Kronen, Wexler served as a portfolio advisor, director, manager and analyst with various M&A advisory companies.
On LinkedIn, Wexler shares his insights into what makes company growth effective, as well as what companies can do to position themselves for an exit that fulfills their business goals.
Andy Wood is a senior vice president at BCMS North America, where he works with shareholders of privately owned companies who seek to sell their business.
While BCMS works with companies in a wide range of industries, Wood’s particular expertise lies in investment banking, business strategy and valuation. A graduate of Cricklade College, Wood worked as a deal leader at BCMS for 15 years before taking on the senior vice president position in 2009.