As a business broker and mergers and acquisitions advisor, Jerry enjoys representing business owners by successfully selling their businesses and in helping them pass their legacy on to the next generation of business owners, and has been doing so since 1989.
Jerry is a Senior Business Transaction Intermediary. He previously earned the prestigious industry designation of Certified Business Intermediary (CBI), awarded by the International Business Brokers Association and achieved by only 2-3% of all business brokers nationally. Jerry was the founder of the Mid-Atlantic Business Intermediaries Association and served as its President from 2003 to 2007. He has authored industry articles related to business brokerage and has been quoted as an industry expert by several publications including the Washington Post and the Gazette newspapers.
Previously co-owned a local ten-unit chain of alternative banking facilities operating in the Washington, DC Metropolitan Area, and the business provided additional public services as a government contractor in each local jurisdiction.
Jerry holds both a Master of Science degree in Management: Interdisciplinary Studies in Management, and a Bachelor of Science degree in Management Studies from University of Maryland University College and earned distinguished academic honors in both curricula. He is a licensed real estate broker in the State of Maryland, the District of Columbia, and in the Commonwealth of Virginia.
As a second-generation business broker and mergers and acquisitions advisor, Jerry is proud to continue his family’s tradition of serving its clients with dedication and expertise. He is also a veteran of the United States Air Force.
James D. Russell
Serving as a business intermediary mergers and acquisition specialist since 1997, assisting CEO’s of federal government contractors and other lower end middle market businesses in selling their businesses and/or in entering new markets or expanding their revenue base through business acquisitions. In addition to federal contractors, clients have included regional and community banks, insurance agencies and financial services firms, manufacturers, fabricators, engineering and construction companies, and information technology groups.
Co-established a securities brokerage office providing early stage investment banking services including conducting private placement offerings for small and early stage corporations.
Co-established a data networking equipment manufacturers representative business providing data communications, fiber optics and other networking products and services to electrical and telecom distributors in the middle Atlantic region.
As CEO of international operations for a public company negotiated and oversaw implementation and performance of more than $150 million in domestic and international government information technology contracts and projects and acquisitions on five continents.
As chief sales and marketing officer for all domestic operations, lead the company into a leadership position (and eventually IPO) in the government and public utility geographic information systems and laboratory services markets.
Served in various engineering positions (systems equipment, product development, fundamental and current economic planning, and special projects) for various AT&T companies.
Undergraduate: United States Naval Academy
Bachelor of Science in Mechanical Engineering, The Johns Hopkins University
Graduate Program: Administrative Sciences, The Johns Hopkins University
NASD Series 7 & 63 Securities licenses (inactive)
Current Real Estate Broker Licenses – Maryland and Florida
Certified Business Valuation Analyst (CVA designation) by the National Association of Certified Valuation Analysts (NACVA)
Chartered Merger and Acquisition Professional (CMAP designation) by the Middle Market Investment Banking Association
Certified Merger & Acquisition Advisor (CM&AA designation) by the Alliance of Merger and Acquisition Advisors
Gregory R. Caruso
With a background that includes law, accounting, home construction, real estate, and project management, Greg Caruso is an expert in exit strategies, family transition issues, mergers & acquisitions, and other topics. In addition to his work as a business intermediary, he is an author and public speaker who shares his experience and insights with business owners and brokers.
Greg is an Attorney, CPA, a Real Estate Broker licensed in Maryland, and a Certified Valuation Analyst. Greg has practiced law as a transactional attorney and owned a title and settlement company from 1996 to 2002. He practiced business and real estate law, advising many business clients and preparing real estate and business documents, and conducting real estate and business closings. Greg founded, co-owned, and operated a real estate development company that delivered 70 homes per year.
Since 2002, Greg has advised business clients and brokered the sale of businesses and professional practices. Businesses he has sold include professional services, engineering, distributors, manufacturers, substantial retailers, construction, sub-contracting, suppliers, and others. With many of these sales, Greg’s knowledge, skills, marketing, and preparation were crucial to the success of these transactions. Greg is a director of the Maryland Chapter of the Association of Corporate Growth, and a director of the Mid-Atlantic Business Intermediaries Association. Greg’s book, “11 Secrets to Selling Your Business” was published in 2007.
Don provides CFO services to small and mid-sized business on a part-time, as needed basis. His specialty is developing and implementing strategies that allow business owners to increase their revenues, their profits and ultimately the value of their company.
Don has over 25 years of experience as a senior financial executive and has held CFO, Vice President of Finance and Controller roles at a variety of industry leading organizations. Don’s industry experience includes internet advertising, market research, architecture, construction, real estate development, entertainment, retail, travel information systems, transportation, manufacturing, real estate investments, energy and telecom. Don has worked with organizations of all sizes, from pre-revenue start-ups through multi-billion dollar international conglomerates.
Specific services span the life cycle of a business and include:
• Strategic and Financial Planning
• Securing Loans, Investment Capital and Working Capital
• Implementing Accounting & Business Processes and Procedures
• Cash Flow & Profitability Analysis and Management
• Risk Management and Compliance Monitoring
• Exit Strategy Development and Implementation
Education and Licenses
• Bachelor’s Degree in Accounting – Boston College Carroll School of Management
• MBA with a Finance Concentration – The University of Texas at Arlington
• Certified Public Accountant – Active CPA license from the State of Massachusetts