Profile:

For three decades, Lori has been involved in all facets of mergers and acquisitions for the middle market, helping business owners sell their companies and prepare for their eventual succession. She has participated in over 200 completed transactions in her capacity as executive managing director, lead and supporting dealmaker, and valuation analyst in her tenure with two nationally recognized merger and acquisition firms. She is also married to a business owner and has firsthand knowledge of the successes and challenges that accompany running a small business, meeting payroll, weathering recessions, and planning for an exit strategy.

Education: Business Administration and Economics from Point Loma College, San Diego, California.

Location: Generational Equity, Los Angeles / Irvine, California.