Michael Mosse

Background

About Michael Mosse

Senior Executive, Business Development | M&A Advisory | Email: mvmosse@gmail.com FOCUS: • M&A Advisory: From valuation to marketing to due diligence to closing, we at Beacon help business owners sell their business while maintaining complete confidentiality and maximizing financial return using a proven process honed over 25 years. We also assist buyers, whether it be Private Equity, Family Offices or Strategic Buyers, identify and acquire successful companies. EXPERIENCE: • Certified M&A Advisor (CM & AA, 2021). • As President/Managing Partner, was responsible for finance, administration and strategy. And, when re-acquiring firm in 2013, was responsible for securing financing. • Led firm through 3 M&A transactions: sold firm in 2002, re-acquired firm in 2013 and sold again in 2017 at 60% increase in multiple from 2013 valuation. • Increased both revenue and net income (EBITDA) by over 50% from July 2013 – December 2016. • Retirement Plan Consultant/Financial Advisor & Practice Leader for more than 20 years, advising mid-market clientele including Private Equity firms (and PE portfolio companies), Hedge funds, and public and privately companies. As an Accredited Investment Fiduciary, served as fiduciary alongside clients. • Performed M&A due diligence for clients and for potential Private Equity portfolio companies, as well as integrating merged plans. • Known within industry for innovation and as a thought leader, developing innovative solutions to complex, evolving issues in order to achieve intended outcomes as well as being named to multiple provider advisory committees as well as being subject to a provider’s Case Study. CORE COMPETENCIES- Business Development - Relationship Management: client focused, fiduciary mindset - Strategy & Leadership: versatile, trustworthy, decisive - Thought Leader