Palm Beach Network Presents: Anatomy of a Deal

Ian Goldberger is a Principal of transaction advisory in the Business Consulting Services (BCS) practice and helps lead the firm’s Transaction Advisory practice. Ian advises companies through capital raise and merger and acquisition initiatives including strategic planning, financial modeling, business plan preparation, financial and operational due diligence and post-deal integration planning and execution. Ian and the BCS team also work hand-in-hand with companies through financial complexities, as well as optimizing operational performance to improve profit margins and overall bottom-line earnings.

Ian is a Certified Public Accountant in the state of Florida.

Reggie is a shareholder in the firm's Corporate Practice in Fort Lauderdale and focuses his practice on private equity transactions; mergers and acquisitions; corporate restructurings, and counseling boards and senior management on strategic business, corporate formation and governance, financial and transactional matters. Reggie’s specific industry experience includes healthcare technology and services, education, insurance, manufacturing, franchises, retail, and infrastructure. Prior to law school, he was a financial analyst, focusing on mergers & acquisitions for a public company.

Juan is a Jupiter native and Director at Palm Beach Capital. His primary responsibilities include new deal origination, fundraising, and investor relations.

Prior to joining Palm Beach Capital, Juan was a Managing Director at JP Morgan Chase in the Middle Market Banking and Specialized Industries Group. There for 12 years, Juan led a team of South Florida based Middle Market Bankers and worked very closely with companies ranging from $20M-$1B in revenues. Juan was responsible for overseeing the delivery of various product sets including senior credit facilities, debt capital markets, investment banking, and treasury management solutions. Juan was licensed 79 and 63 (both inactive).

Juan is also very involved in local community engagement efforts, and currently sits on the Board of Directors and Executive Committee for the Business Development Board of Palm Beach County and the Education Foundation of Palm Beach County.

Juan is a graduate of the University of Central Florida, BS in Finance.