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.
Specializations
- 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
Education
Keller Graduate School of Management, DeVry University
- Master of Business Administration (MBA) – Finance
DePaul University
- Bachelor of Science (BS) degree – Accounting
Certifications
- 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
Articles
