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Insurance Vice President

Enola, Pennsylvania, 17025, United States
May 22, 2010

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** *** *** ***** ****: (717) *** - ****

Enola, PA 17025

National Association of Certified Valuation Analysts - Accredited Valuation

Analyst (AVA)

Vice President / director

Mergers & Acquisitions / Business Valuation / Business Development

> Savvy business executive with extensive mergers and acquisitions,

valuation and consulting experience.

> Proven producer with a talent for developing strong and sustainable

relationships that drive revenue and increase profitability.

> Specialized, industry specific expertise within the insurance

distribution and financial service sectors.

> Successful entrepreneur with a track record of establishing,

capitalizing and overseeing profitable closely held businesses.

Contributing author to Insurance M&A Sourcebook published by National

Underwriter, and author of several articles for industry leading national

and regional periodicals.

Areas of Expertise

Mergers & Acquisitions

Business Development

Contract Negotiations

Transaction Pricing and Structuring

Competitive and Operations Analysis

Performance Based Compensation

Valuation (FMV / FV):

Mergers & Acquisitions and ESOP's

Buy / Sell Shareholder Disputes Litigation Support

Personal / Enterprise Goodwill

Fairness Opinions

Business / Succession Planning

Benchmarking Studies

Seminars & Presentations

Prospecting & Referrals

Capital Solutions

Due Diligence Support

Professional Experience

Hales & Company Inc., Harrisburg, PA 2007 - Present

One of the oldest and most experienced advisory and investment banking

firms dedicated exclusively to the insurance industry. Assists insurance

agents and brokers, insurance companies, and related financial services

organizations at all stages of growth and development - from early stage

planning through sale, merger or acquisition.

Vice President

. Lead and support complex full scope Buy Side and Sell Side activities:

- Business Development

- Goal Development and Assessment

- Business Valuation

- Offering Memorandum Composition

- Prospective Buyer / Seller Solicitation

- Transaction Negotiation

- Deal Pricing and Structuring

- Legal Agreement Review

- Accounting / Due Diligence Support

. Execute valuation assignments, conduct industry research and lead

benchmarking studies.

. Be a purveyor of transaction and valuation expertise through

presentations and seminars to senior executives and trade groups.

. Engage in proactive business development strategies, including

prospecting and client relationship development, to increase market

presence and firm revenue: over the trailing twenty-four months -

< Generated in excess of $525 thousand in transaction advisory /

success fee revenue;

< Was responsible for greater than $75 thousand in valuation and

consulting revenue.

WFG Capital Advisors LP, Harrisburg, PA 2004 - 2007

(Acquired by Hales & Company in 2007)

Was a nationally recognized financial advisory firm focused on mergers and

acquisitions, and strategic consulting for the insurance industry.



Braverman Financial Associates, Lancaster, PA 2000 - 2002

An independent financial planning firm that assists closely held

businesses, foundations, trusts, pension plans, and high-net-worth

individuals with investment portfolio management. In 2002 the firm managed

assets in excess of $60 million.

Service Specialist

. Conceived and implemented marketing and business plans to drive

corporate visibility and revenue opportunities.

. Analyzed taxes and performed equity securities and mutual funds


. Assisted clients with product inquiries and resolved account problems.

Education & Credentials

Drexel University, LeBow College of Business, 2003

Master of Business Administration (MBA), concentration in Financial


G.P.A. - 3.8; Dean's Fellow

The Pennsylvania State University

Bachelor of Science (BS), Finance

Bachelor of Science (BS), Information Systems

G.P.A. - 3.4; Dean's List: 1998-2002

Accredited Valuation Analyst (AVA) - National Association of Certified

Valuation Analysts

Series 7 Securities License


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