Michael D. Goldstein
- Trusted advisor instrumental in the successful completion of numerous sell-side and buy-side transactions
- Broad experience in mergers, acquisitions, investments and deal structuring
- Extensive relationships with strategic and financial buyers
Michael is a skilled professional committed to optimizing middle-market business transactions across an array of industries. Broad-based financial knowledge, coupled with an entrepreneurial business sense, enable Michael to grasp the fundamentals of a complex company, and then effectively present this valuable asset for sale to both strategic and financial buyers.
To deliver favorable results, Michael employs a methodology and work ethic combining direct communication, productivity, comprehensive research and business acumen.
His training, experience, and personal passion center on delivering value added assistance and practical excellence that achieves a premium sale price for middle market business owners. An additional area of expertise includes assisting business owners in the recapitalization of their business’ equity and debt to provide working capital or cash out options to both distressed and healthy companies.
He has more than 15 years of experience working in the financial services industry. Michael began his career as a securities specialist, maintaining client bank trading and portfolio realignment in the trust department of SEI Investment Company’s suburban Philadelphia office location. Subsequently, he held positions as a financial advisor and mortgage loan officer.
Michael has held Series 7, Series 63 and Series 65 security licenses, as well as an insurance license. He earned a bachelor’s degree in business administration from Saint Joseph’s University.