Erin O'Leary πŸ€, Mba, Cmaa

Erin O'Leary πŸ€, Mba, Cmaa Email and Phone Number

Founder, M and A Advisor @ Pegasus Capital
Boston, MA, US
Erin O'Leary πŸ€, Mba, Cmaa's Location
Boston, Massachusetts, United States, United States
Erin O'Leary πŸ€, Mba, Cmaa's Contact Details

Erin O'Leary πŸ€, Mba, Cmaa work email

Erin O'Leary πŸ€, Mba, Cmaa personal email

Erin O'Leary πŸ€, Mba, Cmaa phone numbers

About Erin O'Leary πŸ€, Mba, Cmaa

Serial entrepreneur and global consultant turned into $5-25M M&A (sell-side mandate) advisor and top LinkedIn voice.I am honored to empower business owners by giving them their freedom. Navigating one of the most significant milestones in business owner’s lives is selling their company, and it is anything but easy. It is a journey wrought with obstacles and challenges along with emotional highs and lows. This is why I do what I do. I’ve been there myself, many times. And I also know that when freedom comes - freedom provided by the time & money you receive when you sell - it is worth the journey.My sellers set the rules of engagement, whether it is securing top dollar, finding the ideal fit in a buyer, or structuring an internal transfer that aligns with their goals.I bring deep market knowledge, industry insights, and M&A expertise to every transaction, ensuring you get the best possible outcome:**Business Valuation:** Accurately assessing your business's market value.**Market Positioning:** Showcasing your unique value proposition to attract premium offers.**Negotiation Mastery:** Securing the best deal for you with expert negotiation.**Deal Structuring:** Crafting win-win agreements that close deals.**Seamless Execution:** Leading the M&A process so you can focus on your next chapter.Selling a business is more than just a transactionβ€”it's a personal journey. I’m dedicated to understanding your goals and tailoring my approach to meet your unique needs. If you're not ready to sell now, I can help you identify value drivers specific to your firm and raise your enterprise value for a future sale.Let’s connect if you’re a business leader, wealth advisor, CPA, CEO, founder, or event planner looking for a speaker!

Erin O'Leary πŸ€, Mba, Cmaa's Current Company Details
Pegasus Capital

Pegasus Capital

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Founder, M and A Advisor
Boston, MA, US
Erin O'Leary πŸ€, Mba, Cmaa Work Experience Details
  • Pegasus Capital
    Founder, M And A Advisor
    Pegasus Capital
    Boston, Ma, Us
  • Pegasus Capital & Mbaid Consulting
    Founder, M&A Advisor
    Pegasus Capital & Mbaid Consulting Apr 2012 - Present
    Boston, Ma, Us
    Our team gets the max value exit for business founders and stakeholders. We are Founders, attorneys, wealth managers and CPA's, collaborating for your best interests.Do you know your (business') worth? Do you know the levers to enterprise value?And even if you are transitioning in 3, 5 or 10 years - do you know how to prepare for an optimal exit? What if someone comes to you prior, wanting to buy your firm, do you know how to proceed and negotiate with them while protecting yourself & your firm?We help Founders and their families get max exit value, by understanding the process and how to optimally position themselves to benefit from the process of selling their firm. Pegasus Capital's unique, proprietary process gets max value results for Founders and their families. Using high-level financial insights we craft successful strategies and tactics to synchronize and maximize profitability and enterprise value.By developing a strong financial IQ (based on unique KPI's) other performance factors, business owners can transition from being an Owner/Operator (where owners are intimately involved in every aspect of the business' operation which ultimately leads to burnout) into becoming a CEO or a financial owner, not an emotional owner. Financial Owners can sell their firms for top doollar or transfer internally in the best way possible.
  • Penn State Smeal College Of Business
    President Elect, Alumni Society Board
    Penn State Smeal College Of Business Apr 2019 - Present
    University Park, Pa, Us
  • Penn State Smeal College Of Business
    President, Smeal Club Happy Valley, Penn State Smeal College Of Business
    Penn State Smeal College Of Business Mar 2017 - Jan 2021
    University Park, Pa, Us
  • Baystate Business Brokers
    Business Brokers
    Baystate Business Brokers Jun 2020 - Jan 2024
    Needham, Massachusetts, Us
    Helping business owners monetize their life's work by confidentially selling their business for the best price to a qualified buyer.Businesses with revenues from $1.5M - 5M or OCF over $200K
  • Nittany
    Owner | Founder | President
    Nittany Aug 1998 - Sep 2019
    Launched and developed strategies & branding of this "Penn State Proud" officially licensed enterprise, written up by Inc. Magazine, Fortune Small Business Magazine, The Wall Street Journal, and State College Magazine. Duties included oversight over all operations of 2 retail stores, 1 production plant, and 3 online stores.
  • The State Theatre In State College, Pa
    Chairman Of The Board
    The State Theatre In State College, Pa Jun 2013 - Jan 2019
    State College, Pa, Us
    The State Theatre is a substancial contributor to the rich, cultural diversity of the university town of State College, PA. The State Theatre hosts everything from community dance and theatre to national acts of all genres.
  • Assetmark, Inc.
    Mergers And Acquisitions Specialist, Acquisition Deal Team To National Strategic Liaison
    Assetmark, Inc. Jan 2015 - Aug 2018
    Aris Corporation, acquired by AssetMark, formerly offered high net worth asset management solutions as well as retirement plan investment management and other customized portfolio options to regional and national Investment Advisors. My role is as a deal team partner, I worked internally and externally to integrate assets, reduce redundancies, facilitate the transition team handoff, and immigrate clients and assets. Later as a Strategic Consultant Liaison , I "launched" new strategists onto the finserv platform, including marketing plan & sales strategy development to communicate with existing Client Advisors and reach out and develop new Advisor Relationships via in-person national sales meetings.
  • Old State Clothing Company
    Owner
    Old State Clothing Company Aug 1998 - Sep 2015
    State College, Pa, Us
    Provider of quality Penn State Gifts and Clothing
  • Fidelity Paper & Supply Corp.
    Sales And New Business Development Consultant
    Fidelity Paper & Supply Corp. Feb 2015 - Jul 2015
    East Hanover, Nj, Us
    Fidelity Paper & Supply is a top national source for typical packaging products ranging from bubble and shrink wrap to plain or printed corrugated boxes and tape. However they specialize in Pharmaceutical/Industrial packaging which includes die-cut foam briefcases for high tech equipment as well as more sophisticated packaging solutions. Further Fidelity has JIT/next day delivery capabilities within the state of PA and bordering states allowing clients to capitalize on their ISO 9000 certified warehouse to achieve better operations management and reduce the cost associated with dedicating warehouse space to packaging. (Also the profit and loss statement of your company will show better returns immediately when your company only pays for the packaging your use and need during any given month.)My role is to develop strong business relationships with companies who use packaging of any type. These include: Fortune 500 companies such as Johnson & Johnson, Colgate-Palmolive, Victoria Secret, and Over Head Door (current clients) as well as smaller companies such as printing companies, manufacturing companies, food companies, etc. As a new member of this organization my goal is to provide the highest quality packaging solutions available with the best service possible (JIT in PA with next day delivery) for the most competitive price.
  • The Salvation Army
    Board Member
    The Salvation Army Jan 2008 - Jun 2012
    Alexandria, Va, Us
    Assisted in the design, implementation and execution of support programs to assist community members in need.
  • Penn State Coaches Vs. Cancer
    Major Sponsor
    Penn State Coaches Vs. Cancer Jan 1999 - 2012
    Major Sponsor | Supporter | Noted Speaker at EventsNetworking, speaking at events, and participating in fund-raising events.Publicly addressed sponsors at various events, giving presentations with the intention of sponsor development and retention.Contributed to the growth of this organization from start-up to $1.5M in donations.

Erin O'Leary πŸ€, Mba, Cmaa Skills

Entrepreneurship Marketing Start Ups Strategy Management Sales Retail Fundraising Social Media Leadership Public Speaking Online Advertising Marketing Strategy Strategic Planning Customer Service Event Management Social Networking Product Development Small Business Financial Analysis Event Planning New Business Development Account Management Team Building Marketing Communications Microsoft Office Social Media Marketing Finance Business Development Coaching Training Turn Around Management Sales Management Budgets Nonprofits Microsoft Excel Powerpoint Reorganisation Business Planning Consulting Project Management Data Analysis Analytical Skills International Business Digital Marketing Business Strategy Cross Functional Team Leadership Crm Databases Salesforce Training Financial Services Email Marketing Seo Sponsorship Advertising Online Marketing Analysis Facebook Team Leadership Microsoft Word Contract Negotiation

Erin O'Leary πŸ€, Mba, Cmaa Education Details

  • Penn State University
    Penn State University
    It
  • Penn State Smeal Mba Program
    Penn State Smeal Mba Program
  • Penn State University
    Penn State University
    Finance & Marketing
  • Penn State University
    Penn State University
    Communication And Media Studies

Frequently Asked Questions about Erin O'Leary πŸ€, Mba, Cmaa

What company does Erin O'Leary πŸ€, Mba, Cmaa work for?

Erin O'Leary πŸ€, Mba, Cmaa works for Pegasus Capital

What is Erin O'Leary πŸ€, Mba, Cmaa's role at the current company?

Erin O'Leary πŸ€, Mba, Cmaa's current role is Founder, M and A Advisor.

What is Erin O'Leary πŸ€, Mba, Cmaa's email address?

Erin O'Leary πŸ€, Mba, Cmaa's email address is er****@****ate.com

What is Erin O'Leary πŸ€, Mba, Cmaa's direct phone number?

Erin O'Leary πŸ€, Mba, Cmaa's direct phone number is +181428*****

What schools did Erin O'Leary πŸ€, Mba, Cmaa attend?

Erin O'Leary πŸ€, Mba, Cmaa attended Penn State University, Penn State Smeal Mba Program, Penn State University, Penn State University.

What are some of Erin O'Leary πŸ€, Mba, Cmaa's interests?

Erin O'Leary πŸ€, Mba, Cmaa has interest in Children, Skiing, Economic Empowerment, Analysis Of Financial Data, Training Horses, Arts And Culture, Running, Implementing Positive Change, Coaching Kids Sports, Motivating Employees And Associates.

What skills is Erin O'Leary πŸ€, Mba, Cmaa known for?

Erin O'Leary πŸ€, Mba, Cmaa has skills like Entrepreneurship, Marketing, Start Ups, Strategy, Management, Sales, Retail, Fundraising, Social Media, Leadership, Public Speaking, Online Advertising.

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