Randy Katz, Cfa Email & Phone Number

Randy founded Synesis Advisors with the intention to bring high-end, client-focused advisory work to the main-street business owner. He has been providing lower-middle market M&A services since 2011, having consulted with hundreds of businesses on their exit plans, and leading business owners and acquirers through the M&A process. His client-centric model focuses on providing attention to detail and high-touch communication that reduce the complications, frustration, and anxiety that a business transaction can bring. Prior to becoming a business intermediary, Randy spent seven years on Wall Street, most recently as a financial analyst where he researched and valued companies with market capitalizations ranging from $100 million to $1 billion+. He has spent extensive time with C-level executives assessing business models, growth strategies and assumptions, and valuation methodologies. He has been published extensively providing recommendations on the purchase and sale of these associated businesses. Randy is a proud member of the Rotary Club of San Francisco, the California Association of Business Brokers (CABB), the International Business Brokers Association (IBBA), the Council of Business Advisors, and ProVisors. Randy is also a CFA Charterholder. In his spare time, Randy enjoys running and has completed over fifteen races, from the marathon to the 100-mile distance. As a former All American wrestler, he can be found travelling throughout California officiating high school wrestling.

Listed skills include Valuation, Business Valuation, Mergers And Acquisitions, Investments, and 24 others.