Meet the Team

Experienced Business Owners. Exceptional M&A Advisors.

Navigate your next capital event with a disciplined team of former business owners, CEOs, and operating executives who convert mid-market realities into premium valuations and strategic acquisitions.

Meet the Principals

The Expertise Behind Every Engagement

Walden advisors have personally built, scaled, and successfully navigated the sale of an enterprise. Unlike career intermediaries, our principals fortify every transaction strategy with tactical owner-operator understanding, industry experience, and proven M&A practices.

John S. Phillips
President & CEO,
CM&AP, MBA
Industrials & Business Services Practice Lead
A.J. Alexander
Director, CM&AP, MBA
Industrial Automation Practice Lead
Samantha Jones
Director, CM&AP, MBA
Buy-Side
Practice Lead
Bill DiMaio
Director, CM&AP,
CEFA, MBA
Healthcare & Life Sciences Practice Lead

Meet the Team

Specialized Deal Execution Professionals

To ensure a seamless process across buy-side and sell-side engagements, our primary advisors partner with a dedicated team of legal, accounting, valuation, and tax professionals.

Nick Manning
Associate, MBA
Jack Quisito
Analyst

Hear from Our Clients

Recent Transactions

Speciality Precision Fabricator
has been acquired by

Little River Partners

Advised on Sale of Company

Specialized Precision Manufacturer
has been acquired by

KIHM Metal Technologies

Advised on Sale of Company

global flags unlimited
Flag Distribution & Manufacturing
has been acquired by

Search Investment Group, LLC

Advised on Sale of Company

paradigmsecurity-logo
Guard and Patrol Security Services
has been acquired by

Pinnacle Security & Investigation

Advised on Sale of Company

Discuss Your M&A Strategy with a Walden Advisor

Explore your M&A options with a Walden principal and get answers about your prospects, your timeline, and your ultimate goals.