Kristi utilizes her experience with middle market mergers and acquisitions and individual strategic financial planning to help clients navigate through the process of selling their business. Kristi prides herself in the relationships she builds and manages with business owners and strives to truly make an impact in their lives with a client-first service mindset.
Kristi spent 8 years in middle market investment banking with a focus on advising companies through a sale process to strategic and financial acquirers. She spent much of this time in New York City where she advised on over 50 transactions in the education, healthcare, pharmaceutical, technology, financial institution, and publishing industries. She has worked with organizations across the globe.
Currently, Kristi works with small to lower middle market business owners throughout the Lehigh Valley in facilitating a comprehensive and fully managed business sale process. Kristi believes a dedicated and sophisticated process yields the most value and sale success for small business owners, which is lacking in this area.
Kristi obtained her BS in Finance from Lehigh University and an MBA degree with concentrations in Finance and Entrepreneurship from the University of Colorado. Always active in her community, Kristi volunteers on committees within the Southside Arts District and for New Bethany Ministries.
In her spare time, Kristi enjoys spending time with her fiancé, family and dog, Jersey. She enjoys anything in the outdoors including hiking, kayaking, and snowboarding. Kristi loves to travel, take in new experiences and learn new cultures.