Morgan & Westfield is a leading M&A firm specializing in business sales, mergers, acquisitions, and valuations for privately owned businesses. Here are some of the people who make it happen.
Jacob Orosz is the president of Morgan & Westfield, author of the Complete Guide to Selling a Business, and host of the “M&A Talk” podcast. He has over twenty years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $75,000,000. Jacob has successfully participated in or managed the sale of over 300 privately-held companies in both the Main Street and Middle-Market arenas, representing both buyers and sellers. He has represented clients in North America, Central America, South America, Europe, and Asia. Jacob founded Morgan & Westfield in 2008 and is actively involved in both Main Street and Middle-Market transactions, assisting domestic and international clients with business sales, mergers, acquisitions, valuations, and exit planning. Jacob focuses on sell-side services and is the leader in many Middle-Market transactions.
Emery has been working with his son Jacob and the Morgan & Westfield team for 10 years, sharing his expertise in running and managing small and mid-sized companies. He has extensive industry experience, from managerial positions supervising up to 1200 people, to working with nationwide franchisors, to owning and operating two businesses of his own. He brings this range of knowledge about the small and mid-size business market into each conversation he has with potential buyers and sellers. When he is not working with Jacob, Emery enjoys spending time with his wife and family.
Bob began his career as a reporter for The Wall Street Journal, covering the rough-and-tumble world of commodities trading from the Journal’s Chicago bureau. His later career included editorial and management positions at the former Knight-Ridder, where he played a key role in training international journalists and developing a real-time financial news and information service geared to brokers and stock market traders. More recently, Bob served as Managing Editor for investment publishers in Washington DC and Austin, Texas.
Bob feels fortunate to have worked in the information industry both pre- and post-internet. His early stories for The Wall Street Journal were written on a typewriter, and his later work involved using technology to instantly transmit news alerts around the world with the push of a button.
A native of Wisconsin, Bob remains a loyal fan of the Green Bay Packers. Since 2011, Bob has lived in California with his wife Pam, a nursing administrator.
With a BFA in Stage Management and an MBA in International Business, Pamela’s career is varied, including 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 as a copy editor with Morgan & Westfield since 2017.
Jane San Miguel
Client Services Team
Jane joined Morgan & Westfield in 2014 after a career in human resources in the retail and advertising industry. This experience on top of 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’s histories, and helping to market them for sale.
Jane’s fierce sense of loyalty and love of learning are obvious 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.
Client Services Team
Rey started his professional career as a business development assistant for two years. He found passion in dealing with the legalities of the commercial world while working as a legal assistant reviewing commercial contracts. Rey is following this passion by studying law as he continues to expand his expertise through working with the Morgan & Westfield team.
Rey embraces the motto, “It’s not about the destination, the dream is taking the journey.” In addition to his studies and work, Rey is a massive sports fan, loves coffee, enjoys writing, and reading his favorite authors, including Mitch Albom and Jose Rizal. He is also interested in the stock market and cryptocurrencies.
Client Services Team
Arra has a Bachelor’s Degree in management accounting and is currently in her last year of law school, taking up her Juris Doctorate degree. Becoming a lawyer has been Arra’s dream since she was young. Her original plan was to be in the judiciary, but as time passes, Arra finds herself increasingly interested in corporate law.
Before joining Morgan & Westfield, Arra worked in Abu Dhabi as an accountant for two years. Two important things in life for Arra are character and competence. She enjoys working with her team at Morgan & Westfield, viewing it as a tremendous learning opportunity. When Arra’s not working or studying, you’ll likely find her with a book in one hand and a cup of coffee in the other.
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