CJ is a member of Woodbridge’s Due Diligence/Underwriting team of financial professionals. He works closely with clients in order to ensure prospective buyers are presented with accurate and reliable financial information. CJ joins Woodbridge from The Walt Disney Company where he served as part of the Disney/ESPN Media Networks Business Strategy team. While there, he assisted in and drove decisions for content distribution deals by creating sales proposals, financial analyses and management presentations for new and on-going distribution negotiations. Prior to his role in Business Strategy, as part of ESPN’s International Accounting team CJ led the consolidation, reporting and financial analysis of all ESPN business in EMEA and Asia Pacific as well as all international joint ventures. CJ began his career in public accounting at PricewaterhouseCoopers where he audited a variety of public and private clients, aided companies through transitional phases (mergers, divestitures, etc.) and communicated audit results to executive and board leadership. CJ holds a Masters degree in Accounting from Fairfield University and received his undergraduate degree in Accounting from Bentley University.
Prior to joining Woodbridge in 2000, Lori worked for several middle-market investment banking firms as a financial writer and as a marketing/communications consultant to private and public companies. Companies Lori has served include Chase Manhattan Bank, DHL, CIGNA Healthcare, Cendant, Globecon and UNICEF. She is responsible for our distinctive sell-side books, marketing videos and client-marketing plans, and works with buy-side clients to creatively market them to prospective sellers. Author of numerous business articles and two management books, Lori holds a BA in English from SUNY Binghamton and an MA in Media Studies from the New School for Social Research.
Kyle is a member of Woodbridge’s Due Diligence/Underwriting team of CPAs and financial analysts. He works with clients to ensure their company’s financial information is accurate, verifiable and properly presented to buyers. Prior to joining Woodbridge, Kyle worked for two leading accounting firms performing financial audits to identify and resolve issues. He has experience analyzing company financial statements, systems, controls and operations. Kyle is a CPA and holds a Bachelor of Science degree in Accounting and Finance from Central Connecticut State University, where he is currently pursuing an MBA in Data Analytics.
Prior to joining Woodbridge, Greg has spent the last 14 years advising senior executives and business owners. Most recently, he worked for Vistage International where he worked with top professionals to provide leadership training and consulting services to CEOs and business owners looking to address strategic challenges, grow their revenues or develop succession or exit plans. Prior to that he spent several years as a private banker and advisor to family offices and executives and board members of public and private companies and ran a brokerage team representing sellers and buyers in industrial, commercial and multifamily property transactions. He is a graduate of Washington & Lee University, majoring in Economics with additional studies in Corporate Finance.
Over a 20+ year career Mitch helped create multi-channel campaigns and marketing efforts for brands such as: Samsung, Crocs, Oxford Health Plans, Weizmann Institute of Science, Citibank, Soles United, Wellesley College, American Express and Diet Coke, to name a few. Mitch has a keen ability to quickly and quietly locate the heart of a brand and then rip it out of its chest for the world to see.
Robert Koenig founded Woodbridge in 1993 after having grown Koenig Corporation, an art supply retail distribution and manufacturing company, from $5 million to $100 million in sales. While president of Koenig Corporation, Robert completed 30 add-on acquisitions and drove organic growth to capture 10% of the U.S. art supply market by the time the company was sold to a strategic buyer. Since leading Woodbridge, Robert has successfully completed several hundred million dollars worth of transactions across a broad range of industries. He is known for his integrity, expertise and passion–as well as for his exceptional dexterity at getting deals done. Robert’s innovative, marketing-driven approach to M&A and his skill at winning the best possible deal for clients have elevated Woodbridge to the prominence it enjoys today. Robert has industry expertise in consumer products, retail, industrial products and aerospace.
Kyle oversees Woodbridge’s underwriting process (due diligence), a component of every sell-side transaction. Clients benefit from Kyle’s comprehensive background in financial consulting for private equity and closely-held businesses. Prior to joining Woodbridge, Kyle served as a manager at CohnReznick, LLP, a leading U.S. accounting and advisory firm. In this role, Kyle specialized in transactional due diligence and litigation support services, including investigative/forensic accounting and valuation services. Kyle is a member of the CT Turnaround Management Association. He is a Certified Public Accountant (CPA), holds an Accredited in Business Valuation Designation (ABV), and earned his Accounting degree from University of Connecticut.
Brie works to ensure Woodbridge’s marketing campaigns succeed. She is focused on contacting all buyers/investors who have expressed interest in the firm’s sell-side clients to answer initial questions, provide additional information and motivate them to submit offers. Prior to joining Woodbridge, Brie held marketing, sales and training positions at several organizations. She holds a BA from Kansas Wesleyan University and an MA from Avila University.
Prior to joining Woodbridge, Raquel worked in administrative and sales roles for a U.S. consumer products distributor and a major Brazilian telecommunications company. At Woodbridge she is focused on screening interested buyers of the firm’s sell-side clients and handles other deal-related administrative responsibilities. Proficient in Portuguese and Spanish, Raquel holds a BA from Brazil’s UNIFAC University and Certification from the School of Languages in Dublin, Ireland.
Elias has two decades of experience advising business owners of privately-held companies on how to prepare for the sale of their company. Prior to joining Woodbridge, Elias held various consulting positions with Citigroup Capital Markets and Emerge M&A Inc. In addition, he spent four years in the aerospace industry with Rockwell International. An entrepreneur in his own right, Elias founded and grew three successful companies associated with real estate, mortgage and funding of commercial projects. He attended the University of Nevada where he studied Business and Psychology.