Gregory Lafin

Managing Director

Leveraging over 30 years of investment banking and consulting experience, Greg has advised on more than 100 sell-side transaction engagements across the manufacturing and distribution business services, including transportation and logistics, software as a service (SaaS), healthcare services and consumer product industries. Greg focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition and strategic planning matters.

Specializations

  • Merger and acquisition advisory (sell-side)
  • Merger and acquisition advisory (buy-side)

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

  • Midwest Business Brokers and Intermediaries Association (MBBI)
    • Past president (2010-2015)
    • Current board member
    • Current executive committee member

Education

Keller Graduate School of Management, DeVry University

  • Master of Business Administration (MBA) – Finance 

DePaul University

  • Bachelor of Science (BS) degree – Accounting

Certifications

  • FINRA Series 7, Series 79, Series 99, and Series 66 license holder
Contact Information
Office: 312.205.0978
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