Michael Lamm Email & Phone Number

Michael co-founded CAS, an independent investment and merchant banking firm based in Philadelphia, PA, and spearheads all of the firm’s M&A, consulting, valuation, compliance, and regulatory business practices within the global tech-enabled outsourced business services arena and is responsible for its strategic direction and growth plan.  He oversees and executes on compliance/regulatory assessments, M&A engagements, joint venture/strategic partnership arrangements, C-level executive recruitment, valuations and operational assessments. He also has extensive experience assisting clients with the development and implementation of strategic growth plans. Michael is involved in ACA International (Council of Delegates), PACE, AFCC, Debt Buyers Association (DBA), the Association for Corporate Growth – Philadelphia chapter (membership committee), the American University Alumni Association (chapter leader), Hospital Financial Management Association (HFMA), Turnaround Management Association – Philadelphia Chapter and other Philadelphia-area networking groups. He is a frequent speaker on industry affairs and M&A trends and is a regular contributor to industry publications where he provides industry analysis and is often quoted for his insight. Prior to establishing CAS, Michael was a Director at Kaulkin Ginsberg, where he provided M&A and strategic advisory services. Prior to Kaulkin Ginsberg, Michael was the Co-Founder and Program Director of the U.S.-Israel Business Exchange (US-IBEX) in Washington, D.C. US-IBEX was a public/private initiative established out of the Embassy of Israel to accelerate the market entry and facilitate financing of Israeli companies in the Greater Washington, D.C. region and to enhance relations between U.S. and Israeli businesses.   Michael holds a degree in international studies from American University, and resides in Gladwyne, PA with his wife Simone and three children.Michael holds Series 79 (Investment Banking Representative) Series 63 (Uniform Securities Agent State Law).Securities transactions conducted through Finalis, LLC member FINRA/SiPC. Michael Lamm is a Registered Representative of the Broker Dealer Finalis, LLC.Michael Lamm and Finalis, LLC are not affiliated entities. Views and opinions posted on this page are Michael Lamm’s own and does not necessarily represent those of Finalis, LLC. For more information on Registered Representatives and Broker Dealers visit Broker Check.

Listed skills include Mergers And Acquisitions, Strategy, Business Development, Strategic Planning, and 45 others.