Greg Caswell

Background

About Greg Caswell

As Founder and Principal of Caswell Advisory Group, working with my partner Kristen Miale and the rest of our team, I work with business owners throughout the Northeast who are ready to explore or execute the sale of their company. My goal is simple: to make a complex process more clear, manageable, and successful - for both the business and the people behind it. Entrepreneurs are the backbone of the U.S. economy and to get to know them and their businesses is a privilege and something I find incredibly interesting. With a 20+ year background in M&A, plus extensive experience in entrepreneurship and commercial banking - including seven years as turnaround CEO of a publicly traded bank - I offer a steady, strategic presence during what is often one of the most important transitions in a business owner's life. Clients have told me I bring a calm, candid approach and ability to bring clarity - and at times a bit of levity - to a high stakes process, while always keeping our client's goals and wishes the foremost priority. While numbers are important, having a successful sales process it as much about timing, trust, confidentiality and preserving our owner's interests. Every engagement is hands-on, confidential, and designed around what is best for the owner's goals and legacy. Focus: Sell-side M&A advisory, typically representing companies in the Northeast, with enterprise values of $5-15M. Approach: Principled, confidential, personable, and highly effective.