CJ is a member of Woodbridge’s Due Diligence/Underwriting team of financial professionals. He works closely with clients in order to ensure prospective buyers are presented with accurate and reliable financial information. CJ joins Woodbridge from The Walt Disney Company where he served as part of the Disney/ESPN Media Networks Business Strategy team. While there, he assisted in and drove decisions for content distribution deals by creating sales proposals, financial analyses and management presentations for new and on-going distribution negotiations. Prior to his role in Business Strategy, as part of ESPN’s International Accounting team CJ led the consolidation, reporting and financial analysis of all ESPN business in EMEA and Asia Pacific as well as all international joint ventures. CJ began his career in public accounting at PricewaterhouseCoopers where he audited a variety of public and private clients, aided companies through transitional phases (mergers, divestitures, etc.) and communicated audit results to executive and board leadership. CJ holds a Masters degree in Accounting from Fairfield University and received his undergraduate degree in Accounting from Bentley University.
Over a 20+ year career Mitch helped create multi-channel campaigns and marketing efforts for brands such as: Samsung, Crocs, Oxford Health Plans, Weizmann Institute of Science, Citibank, Soles United, Wellesley College, American Express and Diet Coke, to name a few. Mitch has a keen ability to quickly and quietly locate the heart of a brand and then rip it out of its chest for the world to see.
Kyle is a member of Woodbridge’s Due Diligence/Underwriting team of CPAs and financial analysts. He works with clients to ensure their company’s financial information is accurate, verifiable and properly presented to buyers. Prior to joining Woodbridge, Kyle worked for two leading accounting firms performing financial audits to identify and resolve issues. He has experience analyzing company financial statements, systems, controls and operations. Kyle is a CPA and holds a Bachelor of Science degree in Accounting and Finance from Central Connecticut State University, where he is currently pursuing an MBA in Data Analytics.
Kyle oversees Woodbridge’s underwriting process (due diligence), a component of every sell-side transaction. Clients benefit from Kyle’s comprehensive background in financial consulting for private equity and closely-held businesses. Prior to joining Woodbridge, Kyle served as a manager at CohnReznick, LLP, a leading U.S. accounting and advisory firm. In this role, Kyle specialized in transactional due diligence and litigation support services, including investigative/forensic accounting and valuation services. Kyle is a member of the CT Turnaround Management Association. He is a Certified Public Accountant (CPA), holds an Accredited in Business Valuation Designation (ABV), and earned his Accounting degree from University of Connecticut.
Prior to joining Woodbridge, Greg has spent the last 14 years advising senior executives and business owners. Most recently, he worked for Vistage International where he worked with top professionals to provide leadership training and consulting services to CEOs and business owners looking to address strategic challenges, grow their revenues or develop succession or exit plans. Prior to that he spent several years as a private banker and advisor to family offices and executives and board members of public and private companies and ran a brokerage team representing sellers and buyers in industrial, commercial and multifamily property transactions. He is a graduate of Washington & Lee University, majoring in Economics with additional studies in Corporate Finance.
Brie works to ensure Woodbridge’s marketing campaigns succeed. She is focused on contacting all buyers/investors who have expressed interest in the firm’s sell-side clients to answer initial questions, provide additional information and motivate them to submit offers. Prior to joining Woodbridge, Brie held marketing, sales and training positions at several organizations. She holds a BA from Kansas Wesleyan University and an MA from Avila University.
Simon joined Woodbridge International as part of our Business development team. He has since progressed to establish and manage our 1st African office based out of Cape Town, South African. Prior to joining Woodbridge Simon has many years of experience in Hospitality and co-founded a company focused on the production, brand development and export of wine. At Woodbridge, Simon is responsible for operations through Business development and Marketing in North America, Europe & Africa. Simon brings 13 years of marketing experience to Woodbridge and holds a Bachelor of Science in Business Management from Cape Peninsula University of Technology in South Africa and has completed studies in Small Business Management & Entrepreneurship.
Since 2004, Marni has brought over 20 years of experience as a financial professional overseeing the organization’s research and IT initiatives. The complexities of growing the firm, its strategic and operational solutions and what it takes to get it done leverage her diverse talents. Before joining Woodbridge, she was IT Project Manager for the Marketing/Finance team at Pitney Bowes. Along with a business degree with specialization in Management Information Systems from Western Connecticut State University, Marni brings tremendous experience, leadership, and knowledge to her clients and influences the culture that makes Woodbridge unique.
As Senior Managing Partner, Bob works closely with Woodbridge’s investment bankers to ensure the successful completion of all transactions and deliver a high level of client service. Bob has worked on over 200 M&A mandates in distribution, manufacturing, business services and IT, including many complex cross-border transactions. Prior to joining Woodbridge in 2005, Bob was a founding principal of Elite Investment Group, an investment banking firm serving middle-market private companies, mainly in the business services sector. Earlier in his career, Bob was senior vice president at Butler International, Inc., a $450 million outsourcing company, where he spent over nine years in a variety of key management roles. While at Butler, Bob was responsible for all acquisitions, divestitures, strategic planning and other corporate development activities. Bob started his career at Ernst & Young where he earned his CPA designation. Bob is a graduate of SUNY Albany.
Antes de incorporarse a Woodbridge en 2000, Lori trabajó para varios bancos de inversión para el mercado medio como escritora financiera y consultora en marketing/comunicaciones para compañías de capital privado y que cotizan en bolsa. Entre las compañías para las que Lori ha trabajado se destacan Chase Manhattan Bank, DHL, CIGNA Healthcare, Cendant, Globecon y UNICEF. Es responsable de nuestros característicos libros para la parte vendedora, los videos de marketing y los planes de marketing para el cliente, y trabaja con clientes compradores para comercializar con creatividad sus compañías ante potenciales compradores. Autora de numerosos artículos periodísticos sobre información de negocios y dos libros de administración, Lori obtuvo una licenciatura en inglés en SUNY Binghamton y una maestría en artes en Estudios de Medios de New School for Social Research.