Stephen is a Certified Business Intermediary and Certified Valuation Analyst bringing over 30 years of M&A and Valuation expertise to the helm of Sun Mergers & Acquisitions, LLC and Sun Business Valuations, LLC, NJ based firms specializing in managing the sale, merger and valuation of privately held, mid-market companies. In 1985, he was an original member of a New Jersey-based acquisitions firm and subsequently founded Sun to more narrowly focus on the exit strategy goals and valuation of family and entrepreneurially owned middle-market clients. Since then, Sun has emerged as one of the leading players in its field.
Stephen has orchestrated the sale more than 250 mid-market companies in a wide range of industries and has provided business valuation consulting to over 1,000 clients nationwide during his long tenure in this industry. In addition to his work as a Certified Valuation Analyst and a Certified Business Intermediary, Stephen is a frequent lecturer and writer on M&A and business valuation issues and serves regularly as an expert witness in cases involving business valuation disputes.
Bob has over 30 years of experience dealing with middle-market companies. He was a Senior Vice President & Regional Manager at Barclays Bank, with responsibility for middle-market corporate and real estate lending activities in New Jersey and the greater New York area. For the past 15 years, he has utilized this past experience working with middle market M&A firms, identifying and successfully bringing to market numerous transactions in a variety of industries. In addition to his broad-based M&A advisor background, Bob’s experience in banking, real estate and financing brings an added dimension to the Sun M&A team.
Thomas is a Senior Valuation Associate at Sun Mergers & Acquisitions/Sun Business Valuations. He completed his studies at St. Bonaventure University with a Bachelor’s of Science in Finance and is a Certified Valuation Analyst. Thomas has extensive knowledge of business valuation principles and has completed over 150 valuation engagements in a wide range of industries and markets. Tom has performed valuations for many different purposes including mergers & acquisitions, succession planning, buy-sell agreements, marital dissolutions, partnership disputes, partnership acquisitions, and estate and gift tax purposes. Thomas has passed all four sections of the uniform CPA exam and is in the process becoming a licensed CPA.
Ibrahim is a Senior M&A Associate at Sun Mergers & Acquisitions. He completed his studies at the Rutgers Business School and graduated cum laude with a Bachelor’s of Science in Finance. Following graduation, Ibrahim worked as a Business Banker at PNC Bank where his primary responsibilities included small business and commercial real estate lending activities. Ibrahim brings his experience working with small business owners across a wide spectrum of industries and extensive knowledge of financial statement analysis to the Sun M&A team.
La’Teya is a Junior Analyst at Sun Mergers & Acquisitions. She graduated cum laude with a Bachelor’s of Science in Accounting from Felician University, where she was awarded membership to Sigma Beta Delta Honor society. She is currently working on her MBA in Innovation and Entrepreneurial Leadership at Felician University.
Leading Investment Bank/Business Broker for Privately Held Middle Market Companies
411 Route 17 South, Suite 300, Hasbrouck Heights, NJ 07604