Kyle oversees Woodbridge’s underwriting process (due diligence), a component of every sell-side transaction. Clients benefit from Kyle’s comprehensive background in financial consulting for private equity and closely-held businesses. Prior to joining Woodbridge, Kyle served as a manager at CohnReznick, LLP, a leading U.S. accounting and advisory firm. In this role, Kyle specialized in transactional due diligence and litigation support services, including investigative/forensic accounting and valuation services. Kyle is a member of the CT Turnaround Management Association. He is a Certified Public Accountant (CPA), holds an Accredited in Business Valuation Designation (ABV), and earned his Accounting degree from University of Connecticut.
Shariefa is a member of our dedicated support team based in South Africa for Woodbridge International. She along with other team members assist with our global outreach campaigns. Shariefa has worked in the retail industry for the last 10 years in the Collections department as a credit advisor as well as marketing and call centre experience.
Rochelle is a member of our dedicated support team based in South Africa for Woodbridge International. She, along with other team members, assist with our global outreach campaigns. Rochelle has 19 years of experience in the Insurance as well as the Marketing industry. She worked for National Brands Ltd for over 8 years in the Accounts Department. Prior to Woodbridge International, she worked for Metropolitan Life as a Claims Consultant.
Prior to joining Woodbridge, Raquel worked in administrative and sales roles for a U.S. consumer products distributor and a major Brazilian telecommunications company. At Woodbridge she is focused on screening interested buyers of the firm’s sell-side clients and handles other deal-related administrative responsibilities. Proficient in Portuguese and Spanish, Raquel holds a BA from Brazil’s UNIFAC University and Certification from the School of Languages in Dublin, Ireland.
Namrata’s professional background includes 7 years of experience in financial research and ratings in India. Prior to joining Woodbridge, Namrata worked with India’s largest rating agency, CRISIL, a Standard & Poors Company, in the Ratings and the Global Research and Analytics businesses. In Ratings, she was involved in analysing the business, financial statements, customers and suppliers, competitors and the credit worthiness of domestic companies. In Global Research and Analytics, Namrata conducted macroeconomic research on global economies and wrote fund commentaries that analysed the mutual fund’s performance. Namrata is a commerce graduate and holds an MBA from Mumbai University with a specialization in Finance.
Over a 20+ year career Mitch helped create multi-channel campaigns and marketing efforts for brands such as: Samsung, Crocs, Oxford Health Plans, Weizmann Institute of Science, Citibank, Soles United, Wellesley College, American Express and Diet Coke, to name a few. Mitch has a keen ability to quickly and quietly locate the heart of a brand and then rip it out of its chest for the world to see.
Lynne is a member of our dedicated support team based in South Africa for Woodbridge International. She along with other team members assist with our global outreach campaigns. Lynne has over 15 years of customer service and administration experience. She has worked in the Insurance and Financial Services industries, amongst others. Prior to Woodbridge International Lynne worked at Deloitte for 5 years within the Accounting and Financial Advisory department.
Kyle is a member of Woodbridge’s Due Diligence/Underwriting team of CPAs and financial analysts. He works with clients to ensure their company’s financial information is accurate, verifiable and properly presented to buyers. Prior to joining Woodbridge, Kyle worked for two leading accounting firms performing financial audits to identify and resolve issues. He has experience analyzing company financial statements, systems, controls and operations. Kyle is a CPA and holds a Bachelor of Science degree in Accounting and Finance from Central Connecticut State University, where he is currently pursuing an MBA in Data Analytics.
Justin focuses on engaging interested buyers and motivating them to submit competitive offers for our clients’ companies. He is responsible for following up with book-holders and bringing as many as possible into the auction process. Prior to joining Woodbridge, Justin served in marketing roles at two investment firms. He holds a Bachelor’s in Business with a concentration in Marketing from Eastern Connecticut State University.
Prior to joining Woodbridge, Greg has spent the last 14 years advising senior executives and business owners. Most recently, he worked for Vistage International where he worked with top professionals to provide leadership training and consulting services to CEOs and business owners looking to address strategic challenges, grow their revenues or develop succession or exit plans. Prior to that he spent several years as a private banker and advisor to family offices and executives and board members of public and private companies and ran a brokerage team representing sellers and buyers in industrial, commercial and multifamily property transactions. He is a graduate of Washington & Lee University, majoring in Economics with additional studies in Corporate Finance.