Gregory Lafin

Managing Director

Greg has provided merger and acquisition advisory services to small and mid-sized businesses for more than 30 years. He has extensive experience in providing investment banking services in various industries, including healthcare, manufacturing, distribution, business services and technology.


  • Seller services
  • Acquisition searches
  • Due diligence and transaction support
  • Business valuation
  • Financial structuring and modeling
  • Negotiation support
  • Profit improvement advisory

Past Experience

  • Managing Director at top 15 national accounting and investment banking firm
  • Founding Principal – Gregory Financial Group
  • Previous CFO, Controller, and Director of Finance roles

Professional Memberships and Activities

  • NAFC M&A Task Force Member of the American Trucking Association
  • 2015 & 2010 President Elect for the Midwest Business Brokers and Intermediaries Association (MBBI); Current Board Member


Keller Graduate School of Management, DeVry University

  • Master of Business Administration (MBA) – Finance 

DePaul University

  • Bachelor of Science (BS) degree – Accounting


  • Series 7 Securities License (General Securities Representative)
  • Series 66 Securities License (Investment Adviser Representative)
  • Series 79 Securities License (Investment Banking Representative)
  • Series 63 Securities License (Uniform Securities Agent)
  • Licensed Illinois Independent Business Broker
  • Affiliate member of the Illinois CPA Society
Contact Information
Office: 312.205.0978