Gregory Lafin
Managing Director
Leveraging over 30 years of investment banking and consulting experience, Greg has advised on more than 100 sell-side transaction engagements across the manufacturing and distribution business services, including transportation and logistics, software as a service (SaaS), healthcare services and consumer product industries. Greg focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition and strategic planning matters.
Specializations
- Merger and acquisition advisory (sell-side)
- Merger and acquisition advisory (buy-side)
Past Experience
- Managing Director at top 15 national accounting and investment banking firm
- Founding Principal – Gregory Financial Group
- Previous CFO, Controller, and Director of Finance roles
Professional Memberships and Activities
- Midwest Business Brokers and Intermediaries Association (MBBI)
- Past president (2010-2015)
- Current board member
- Current executive committee member
Education
Keller Graduate School of Management, DeVry University
- Master of Business Administration (MBA) – Finance
DePaul University
- Bachelor of Science (BS) degree – Accounting
Certifications
- FINRA Series 7, Series 79, Series 99, and Series 66 license holder
Articles