Investment Banker Meets
Entrepreneurial Spirit

In addition to focusing on smaller middle-market companies which tend to be underserved, Lionfish is unique in another way. We represent the union of two distinct and different disciplines best illustrated by the experience of our founders. Mr. Bennett’s transactional expertise coupled with Mr. Nadelman’s entrepreneurial background enables Lionfish to not only fully understand your goals, objectives, and challenges, but also arms us with the tools to provide real world solutions and execute at the highest level.

We specialize in transactions that require some sophistication, and have experience in the areas of high technology, manufacturing, financial institutions, and entertainment. Frequently, businesses with revenues less than $10 Million are too small to garner the attention of the traditional middle-market investment banks and are forced to use less sophisticated agents to represent and assist them in the acquisition process. Lionfish Advisors on the other hand, possesses the sophistication, integrity and professionalism equivalent to the larger investment banks but remains competitive because of our lean structure.

Greg J. Bennett, Chief Executive Officer
GJB@LionfishAdvisors.com

Greg Bennett has two decades of experience actively advising and merging financial institutions across the United States. As president of an investment bank, Mr. Bennett’s experience brought him into a leadership position representing at varying times buyers, sellers, shareholder groups, regulatory agencies and even the U.S. government. Mr. Bennett has hands-on experience in every facet of M&A transactions, being the trusted advisor to businesses from coast to coast as well as in overseas markets. Mr. Bennett received his Bachelor’s degree in Economics from UC Santa Barbara in 1985. He is an avid racer of vintage automobiles and has served as a director of the Vintage Auto Racing Association (VARA).

Ari D. Nadelman, President
Ari@LionfishAdvisors.com

Ari Nadelman has founded and/or served as President of more than half-a-dozen businesses during his two decades of business experience. From concept, funding, realization, growth, and ultimately sale, Mr. Nadelman has founded companies ranging from wireless Internet technology to waste management to international merchandise export. Additionally, he has served as the chief executive of several family owned businesses. Mr. Nadelman received his Bachelor of Science degree in Political Economy of Energy from UC Berkeley in 1985, and later completed the Executive Program at UCLA’s Anderson Graduate School of Management. Mr. Nadelman has held positions on various boards of directors, including the Young Entrepreneurs Organization (YEO) and the California Internet Service Providers Association (CISPA). He is fluent in Spanish, French and Italian.

Lastly, we operate utilizing the Lionfish TeamConcept. At least two principals will work hand-in-hand with the client at every stage of the process. Defense and offense. Leadership and follow-up. Each client will receive the benefit of two principals throughout the entire process.