Meet the Team

Biography

Since founding Exit Strategies Group in 2002, Al’s mission has been helping company owners exit right and retire well. He represents $5-100 million revenue companies in sales, recapitalizations, divestitures, management buyouts, mergers and acquisitions. He also helps owners assess value and sale-readiness and develop successful strategic exit plans. Al’s valuation clients appreciate his first-hand knowledge of private capital markets and deal participant behavior. Al also invests in private businesses.

“I enjoy all aspects of sell-side M&A. Most of all I love finding the right strategic buyers and investors, producing multiple offers for our clients to choose from, and optimizing client outcomes.”

Before Exit Strategies Group, Al was president of IDC, a California company that designed and manufactured controls and positioning devices for industrial automation. Al acquired an east coast company and assimilated it into IDC’s operations and participated in an 8-company merger. IDC eventually sold to multi-national Danaher Corp (NYSE: DHR). Early in his career, Al integrated acquisitions, developed and launched technology products and built worldwide sales channels.

Since 1990 Al has been involved in the valuation, sale, merger and acquisition of hundreds of businesses. He is a respected M&A industry leader. He holds the most respected M&A and valuation accreditations (M&AMI and ASA) and has served in leadership roles in these associations. He enjoys speaking to groups of professionals and industry associations on M&A, exit planning and valuation topics. Al and his wife Kim support a number of local charities, through giving and volunteer service.

“I founded Exit Strategies Group to serve companies that are too large for business brokers and too small for traditional investment banks. Our clients receive a powerful combination of large-firm resources and small-firm senior-level attention that is difficult to find.”

Industry Focus

• Manufacturing companies
• Agribusiness, food and beverage
• Business services
• Industrial automation and robotics
• Material handling, logistics and supply chain management
• Value-added distribution

Education & Accreditations

• MBA, Golden Gate University – San Francisco
• BS Electrical Engineering, University of Wisconsin – Madison
• Merger & Acquisition Master Intermediary (M&AMI) accreditation from the M&A Source
• Accredited Senior Appraiser (ASA), American Society of Appraisers
• California lic. # 01878920

Professional & Civic Affiliations

• M&A Source (an association of middle market transaction intermediaries)
• American Society of Appraisers
• Cornerstone International Alliance (board member)
• California Association of Business Brokers (past president and board member)
• California Society of CPAs
• Provisors
• Rotary International

Authorship