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.
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.
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.
Melissa is a business reporter and analyst with over 15 years of experience covering a wide variety of companies operating in diverse industries. She is a member of Woodbridge’s growing team of accomplished business analysts focused on writing our well-respected offering memorandums for sell-side clients. Melissa holds a BA in Journalism and Corporate Communications from Southern Connecticut State University.
Prior to joining Woodbridge in 2000, Lori worked for several middle-market investment banking firms as a financial writer and as a marketing/communications consultant to private and public companies. Companies Lori has served include Chase Manhattan Bank, DHL, CIGNA Healthcare, Cendant, Globecon and UNICEF. She is responsible for our distinctive sell-side books, marketing videos and client-marketing plans, and works with buy-side clients to creatively market them to prospective sellers. Author of numerous business articles and two management books, Lori holds a BA in English from SUNY Binghamton and an MA in Media Studies from the New School for Social Research.
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.
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.
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.