Global M&A Growth Leader and Partner
Aprio
Adam has over 30 years of experience advising private equity firms, hedge funds, and international investors, most recently serving five years as Aprio’s Northeast Regional Leader. A transformational leader and strategic growth driver, Adam excels in guiding firms through integration, scaling operations, and building teams that embrace Aprio’s One Aprio mindset.
He brings deep experience in regional leadership, develops teams, integrates post-acquisition operations, and accelerates rapid revenue growth. As Northeast Regional Leader, Adam transformed the region—growing revenue from $11M to over $60M and expanding the team from 35 to more than 200 professionals. His proficiency builds high-performing teams, mentors emerging leaders, and drives strong post-acquisition performance.
Adam is a Certified Financial Planner (CFP) and a Personal Financial Planning Specialist, and holds several financial services licenses, including the NASD Series 7, 63, and 65 securities licenses. He also holds insurance licenses for the State of New York, New Jersey, Florida, Georgia, Texas, Pennsylvania, Nevada, Connecticut, and Massachusetts.
Graduating Summa Cum Laude, Adam earned his Bachelor of Science Degree in Accounting from Albany (SUNY).
Private equity transactions are far more complex than traditional accounting firm mergers. For many firm leaders, the process can be unfamiliar, time-consuming, and filled with unexpected twists.
In this panel, legal advisors, investment bankers, and a firm MP will walk attendees through the key stages of a transaction—from the initial letter of intent and valuation discussions to due diligence, quality-of-earnings reviews, and final deal negotiations. Panelists will explain how enterprise value and EBITDA are assessed, why deals sometimes get re-priced, how rollover equity works, and the unique challenges of allocating value within partnership structures.
Whether your firm is actively considering a transaction or simply exploring its options, this session will provide a practical roadmap for understanding the deal process and avoiding common pitfalls.