Staff A Deal

Unlike other firms, Woodbridge involves three partners for every deal we take on from start through successful completion.

Imagine three partners with specific expertise in book writing & research, marketing and closing that oversees each stage of the deal with their specialized team of experts.

1

Underwriting
& Prepackaging

Bob manages deep-dive due diligence in the first 30 days that significantly reduces the odds of negative surprises.

He also oversees the production of a custom video that showcases a company’s operations, competitive advantages and growth opportunities.

Bob Murphy

Underwriters

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven

Bookwriters

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven

Videographers

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven

2

Research
& Marketing

Marni manages a proprietary database of 300,000 strategic companies and 4,500 private equity groups that quickly identifies the greatest number of buyers.

She also oversees a team of researchers as well as a team of marketing associates that are responsible for maintaining momentum, keeping bookholders engaged in the process and staying on schedule with the timeline.

Marni Connelly

Researchers

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven

Marketing Associates

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven

2

Negotiation
& Closing

Andy manages an innovative 200-day timeline driven auction that established the closing date upfront. He also oversees a team of experienced Negotiator/Closers.

Andy Buchholtz

Negotiators/Closers

  • Kyle Richard
  • Chandler Shostak
  • Wooda McNiven