William Surman
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William Surman Email & Phone Number

Strategic Advisor, Fractional Executive & Author at CDI Global M&A
Location: United States 10 work roles 2 schools
1 work email found @cdiglobal.com 3 phones found area 312 and 847 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email w****@cdiglobal.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CDI Global M&A
Role
Strategic Advisor, Fractional Executive & Author
Location
United States
Company size
105 employees

Who is William Surman? Overview

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Quick answer

William Surman is listed as Strategic Advisor, Fractional Executive & Author at CDI Global M&A, a with 105 employees, based in United States. AeroLeads shows a work email signal at cdiglobal.com, phone signal with area code 312, 847, and a matched LinkedIn profile for William Surman.

William Surman previously worked as Interim or Fractional Executive at Wrs Advisors and M&A Advisor at Cdi Global M&A. William Surman holds Mba, Finance And Marketing from The University Of Chicago Booth School Of Business.

Company email context

Email format at CDI Global M&A

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{first}.{last}@cdiglobal.com
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AeroLeads found 1 current-domain work email signal for William Surman. Compare company email patterns before reaching out.

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Profile bio

About William Surman

Chief Financial Officer and Investment Banker with additional experience as a President and General Manager with a successful track record of fixing businesses, growing revenues, and increasing profits. Significant experience in driving organic growth as well as growth through Mergers and Acquisitions. Adept in B2B financial services, B2B technology services and specialty manufacturing with additional experience in other sectors. Key areas of strength include: reinventing business models, improving financial performance, and building productive teams.

Listed skills include Mergers And Acquisitions, Valuation, Financial Modeling, Due Diligence, and 36 others.

Current workplace

William Surman's current company

Company context helps verify the profile and gives searchers a useful next step.

CDI Global M&A
Cdi Global M&A
Strategic Advisor, Fractional Executive & Author
illinois, united states
Website
cdiglobal.com
Employees
105
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Company profile
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10 roles · 37 years

William Surman work experience

A career timeline built from the work history available for this profile.

Interim Or Fractional Executive

Current
Wrs Advisors

United States

Four to twelve-month assignments as an interim CEO or CFO to develop early stage and growth stage companies. Recent experience across a spectrum of industries includes biotechnology, e-commerce technology, engine component manufacturing, specialty food products and musical instrument manufacturing. Responsibilities have included focusing growth efforts, securing new investments, evaluating and building management teams, streamlining management practices, and executing growth initiatives.

Jul 2020 - Present

M&A Advisor

Current
Cdi Global M&A

CDI Global provides advice on mergers and acquisitions (M&A), divestitures and joint ventures, buy-side and sell-side representation, and due diligence advisory services. CDI also advises on privatization, restructuring, target analysis, valuation, and deal structuring.

Aug 2020 - Present

Interim General Manager | Acting President

Xcēd Aviation Services

Schaumburg, Il

Xcēd, a Sasser Family Company, is the leading provider of financing solutions for ground service equipment (GSE) in North America for airlines, airports, cargo handlers, FBO’s, and ground handlers. As a single source provider of GSE leasing, rentals, refurbished equipment, and flexible asset management services, Xcēd helps its customers efficiently move people, cargo, and baggage around the world.

Apr 2018 - Jul 2020

Managing Director

Sucsy, Fischer & Company

Greater Chicago Area

Middle market investment banking advisory services. Sucsy, Fischer & Company provides advice on mergers and acquisitions, raising growth capital, transaction structuring and business development.

Jan 2014 - Jun 2018

Corporate Development Consultant

Sasser Family Companies

Schaumburg, Il

Strategy, Business Development, Acquistions and Divestures. Sasser Family Companies provides transportation asset and management services. Sasser provides rail and vehicle transportation equipment and ground support solutions, including asset leasing, repair and maintenance, fleet administration management, and innovative rail technology services.

Sep 2013 - Mar 2018

Partner

Cdi Global M&A

Greater Chicago Area

CDI Global provides advice on mergers and acquisitions (M&A), divestitures and joint ventures, buy-side and sell-side representation, and due diligence advisory services. CDI also advises on privatization, restructuring, target analysis, valuation, and deal structuring.

Apr 2013 - Dec 2017

Chief Financial Officer

Citybase, Inc

Chicago

CityBase provides and operates custom payment and automation technology including kiosk, mobile web, mobile app, and vending applications for municipalities, utilities and businesses. Its customized, data-driven applications and integrated hardware provide transaction processing and management efficiencies for its customers.

Jan 2014 - Mar 2016

Principal

Sucsy, Fischer & Company

Chicago

Middle market investment banking advisory services. Sucsy, Fischer & Company provides advice on mergers and acquisitions, raising growth capital, transaction structuring and business development.

2005 - 2013 ~8 yrs

Managing Director

Rock Island Securities

Chicago

Specialist Equity Trading and Market Making

1998 - 2005 ~7 yrs

Chief Financial Officer

Andover Securities Corporation

Chicago

Specialist Equity Trading and Market Making.

1990 - 1998 ~8 yrs
Team & coworkers

Colleagues at CDI Global M&A

Other employees you can reach at cdiglobal.com. View company contacts for 105 employees →

CD Charles Dent Charles Dent Colleague at Cdi Global M&AWest Bay, Cayman Islands View → ED Eduardo De La Fuente Malacuera Eduardo De La Fuente Malacuera Colleague at Cdi Global M&AMadrid, Community Of Madrid, Spain View → PP Pietro Pasotti Pietro Pasotti Colleague at Cdi Global M&AGenoa, Liguria, Italy View → MC Mauro Caldara Mauro Caldara Colleague at Cdi Global M&AGhemme, Piedmont, Italy View → TG Thierry Gibert Thierry Gibert Colleague at Cdi Global M&AParis, Île-De-France, France View → PD Paolo Dini Paolo Dini Colleague at Cdi Global M&ALucca, Tuscany, Italy View → T( Thinh (Tommy) Le Thinh (Tommy) Le Colleague at Cdi Global M&AHo Chi Minh City, Vietnam, Viet Nam View → TV Tommaso Vallone Tommaso Vallone Colleague at Cdi Global M&AMontevideo, Uruguay View → DM Didier Mulot Didier Mulot Colleague at Cdi Global M&ASaint-Pern, Brittany, France View → XZ Xinqi Z. Xinqi Z. Colleague at Cdi Global M&AEvanston, Illinois, United States View →
2 education records

William Surman education

FAQ

Frequently asked questions about William Surman

Quick answers generated from the profile data available on this page.

What company does William Surman work for?

William Surman works for CDI Global M&A.

What is William Surman's role at CDI Global M&A?

William Surman is listed as Strategic Advisor, Fractional Executive & Author at CDI Global M&A.

What is William Surman's email address?

AeroLeads has found 1 work email signal at @cdiglobal.com for William Surman at CDI Global M&A.

What is William Surman's phone number?

AeroLeads has found 3 phone signal(s) with area code 312, 847 for William Surman at CDI Global M&A.

Where is William Surman based?

William Surman is based in United States while working with CDI Global M&A.

What companies has William Surman worked for?

William Surman has worked for Wrs Advisors, Cdi Global M&A, Xcēd Aviation Services, Sucsy, Fischer & Company, and Sasser Family Companies.

Who are William Surman's colleagues at CDI Global M&A?

William Surman's colleagues at CDI Global M&A include Charles Dent, Eduardo De La Fuente Malacuera, Pietro Pasotti, Mauro Caldara, and Thierry Gibert.

How can I contact William Surman?

You can use AeroLeads to view verified contact signals for William Surman at CDI Global M&A, including work email, phone, and LinkedIn data when available.

What schools did William Surman attend?

William Surman holds Mba, Finance And Marketing from The University Of Chicago Booth School Of Business.

What skills is William Surman known for?

William Surman is listed with skills including Mergers And Acquisitions, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Strategy, Securities, and Mergers.

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