A.J. advises and represents the shareholders of privately-held and family-owned businesses through all aspects of the sale process, primarily working with middle-market companies (enterprise values of $25m – $1B). Over the course of his career, he has worked with many industries including manufacturing, business services, technology, healthcare, real estate, and construction.
His experience and network of legal, accounting, insurance, and investor relationships offers clients key capabilities necessary for executing a successful transaction and for targeting funding sources for capital raises.
A.J. is FINRA-registered and holds the Series 7, 63, and 79 licenses. He earned his Certificate in Family Business Advising (CFBA) from the Family Firm Institute and holds a Bachelor’s degree in Finance from the University of Central Florida.
A.J. is a Naples native and resides here with his wife and two children. When not working or spending time with family, you can likely find him on the golf course.