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.
Steve is a business reporter, editor and analyst with more than 30 years of experience covering a wide variety of companies operating in diverse industries. He is a member of Woodbridge’s growing team of accomplished business analysts writing engaging confidential information memorandums for sell-side clients. Steve holds a BA in Journalism from Georgia State University.
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.
With over 25 years’ experience, Rez Mahboubi is a seasoned M&A and Corporate Development executive with extensive global experience sourcing, structuring and executing M&A, private equity and strategic investment transactions across a wide range of industries. Prior to joining Woodbridge , Rez led various M&A transactions involving public and privately-held companies. Earlier in his career, Rez held investment banking positions at BNP Paribas, Barclays and JP Morgan. He holds a Bachelor’s Degree in Engineering from the University of Glasgow and an MBA from Emory University’s Goizueta Business School with majors in finance and strategy. He is also a UK Chartered Management Accountant.
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.