Team

25+ Years of M&A Experience: Over 25 years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $500 Million.

300+ Transactions: Successfully participated in or managed the sale of over 300 privately held companies representing both buyers and sellers in North America, Central America, South America, Europe, and Asia.

Author of 5 Books on M&A: The Art of the Exit, A Beginner’s Guide to Business Valuation, The Exit Strategy Handbook, Closing the Deal, and Acquired

Host of M&A Talk: Host of the #1 podcast on selling a business – M&A Talk.

Ann joins us with considerable experience in marketing, advertising, project management, and executive support. As a senior executive assistant to the president of a construction company, events project manager of a multinational retail firm, and owner of an events organizing company, Ann has supported C-suite and senior-level executives. She brings an eye for detail, extensive project management, and process-streamlining experience to every team at M&W.

Ann graduated with honors from St. Theresa’s College, earning her Bachelor’s in Corporate Communications. A busy mom of three who loves spending time with family and friends, Ana also enjoys reading and DIY projects at home when she has free time.

Irv’s 30-year career began by earning a Bachelor of Science degree in Accounting from Indiana University. He brings many years of financial management experience to Morgan & Westfield, including working with a variety of start-ups and Fortune 50 companies in manufacturing, distribution, service, building materials, wireless, medical devices, high-tech, construction industries, E-commerce, and SaaS.

Prior to joining Morgan & Westfield, Irv was the owner of Growth Guidance Solutions, a consulting firm dedicated to helping businesses in transition. Irv’s extensive background includes serving as the Chairman, CEO, and CFO of several public, private, emerging growth, development, and international technology companies. These include a number of privately held organizations, including the manufacturer of military defense systems and consumer products. Irv also held the position of systems integrator for various national box stores.

His role in each organization was to align accounting and finance functions to achieve profound, measurable results. Irv has completed many debt and equity financings, participated in organizational and financial restructuring, led the selection and implementation of several ERP systems, implemented comprehensive strategic and business plans, developed value-added incentive programs, and spearheaded employee leadership programs.

With a background in academia, editing, and research, Melanie’s passion is getting accessible information and knowledge to those who need it. Her master’s degree in Intercultural Communication shaped her approach to meeting people where they are, and she enjoys nothing more than helping others find success. At Morgan & Westfield, Melanie is involved in the flow of knowledge within, from, and to the organization.

Outside of work, Melanie loves reading, hanging out with her partner and dogs, and cooking.

With a BFA in Stage Management and an MBA in International Business, Pamela’s career is varied. It includes twenty years in professional theatre, managing sales in the Pacific Northwest for a publishing company, and working as a technical recruiter for Microsoft. Through it all is her love of learning and writing, which she has regularly used in her work with Morgan & Westfield since 2017.

When she is not at the computer, Pamela spends time with her family enjoying Southern California or reading with a cat in her lap.

Lindiwe Chiumbu-Maseko is a Business Intelligence and Data Analyst with a background in Finance and Data Science. Through her career, she has developed her skills in analytical thinking, problem-solving, and engaging data reporting. Lindiwe’s enthusiastic approach to new opportunities and passion for learning and connecting with others helps her forge new opportunities for our clients.

Lindiwe leverages her skills to analyze financial data, assess potential acquisitions, and contribute to strategic decision-making by extracting valuable insights from complex datasets and communicating them with our clients in an easy-to-understand manner.

In her spare time, Lindiwe enjoys reading non-fiction, doing puzzles, and listening to true crime podcasts.

Jane joined Morgan & Westfield in 2014 after a career in human resources in the retail and advertising industry. This experience, combined with a Bachelor of Science degree in psychology, has served her well in the field of M&A. Jane most enjoys learning about clients’ businesses, understanding their journeys through their company histories, and helping to market them for sale.

Jane’s fierce sense of loyalty and love of learning are evident in her dedication to the Morgan & Westfield team and clients. Outside of work, Jane keeps busy with her family, singing, playing with her children, and cooking new foods.

Mike started his professional career as an Audio Engineer, working at some of the most prestigious recording studios in the United Kingdom, Germany, Japan, and the United States. Later, moving his skillset over to post-production, he was appointed as Director of Production for one of the world’s leading audio branding agencies. He managed a team of highly skilled producers who crafted audio marketing for over 36,000 subscribing clients, including Coca-Cola, Audi, and Samsung. He helped develop pioneering techniques in digital editing and post-production in a process that was granted a patent in the UK.

Today, Mike specializes in dialogue editing, restoring audio, and podcast editing and mastering. He enjoys keeping up with the latest in technology, coding, writing and playing music, and spending quality time with his family.