Fred Silberstein, CPA
SF&P Advisors is managed by Fred Silberstein, a licensed CPA with 20 years' experience specializing in mergers and acquisitions for HVAC, plumbing and cellular clients throughout the United States. Individually and with SF&P Advisors, Mr. Silberstein has performed more than 200 valuations and due diligence procedures for such clients as American Residential Services, Blue Dot Services, Energy King and Service Experts. As a financial consultant, he has performed more than 150 transactions, 90% of which have been in the air conditioning and plumbing industry. After graduating from The University of Arizona with honors, Fred worked for PriceWaterhouseCoopers for four years as an auditor and senior accountant specializing in mergers and acquisitions of Fortune 500 companies.
Adam J. Allison, Vice President of Business Development
Adam J. Allison has more than 20 years’ experience in the investment advisory sector with a particular emphasis on the HVAC sector. Some of his areas of expertise include M&A, financing, debt structuring, negotiations and investment banking. As vice president of business development for SF&P advisors, he is responsible for deal sourcing for both sellers and buyers from the local to national level, leveraging his network of established relationships with many of the largest and most well-capitalized entities in the HVAC sector. Prior to joining SF&P Advisors, Adam worked for Merrill Lynch and Citibank, where he managed a portfolio in excess of $400 million. He holds bachelor of science degrees in economics and finance from Ohio State University.
Grace Silberstein, Vice President of Finance
Grace Machado joined SF&P Advisors in 2014 as the vice president of sales with responsibility for facilitating the completion of the firm’s HVAC industry mergers and acquisitions. In particular, she performs in-depth company and industry research to support specific client engagements and to capitalize on acquisitions-related marketing opportunities. This entails providing materials such as information memoranda, pitch books, corporate profiles, market data and financial analyses. Before coming to SF&P, Grace served as a vice president of business banking for a number of financial institutions including JP Morgan Chase and Bank of America. She holds a bachelor of science in business administration with a concentration on accounting from Florida Atlantic University.
Brian Cohen, Business Strategist
Prior to joining SF&P, Brain ran a small home improvement organization with more than 100 employees and 4 locations. He is well versed in sales and marketing strategy and has consulted with dozens of clients in many industries. He is particularly well adapt at project management and client relations.
Justin Haas, JD, MBA - Advisory Associate
Justin joined SF&P Advisors in 2018 as an Advisory Associate. Justin handles much of the firm’s back office work, including data room organization, development of transaction materials, complex financial modeling and more. In addition, he supports clients and the senior management team throughout the transaction process. Before coming to SF&P, Justin worked as an attorney. He earned his MBA and Juris Doctor from the University of Miami and is a member of The Florida Bar.
Ben Schwartz – Administrative Assistant
Ben is responsible for supporting the full staff at SF&P Advisors in a range of administrative and operational capacities. He’s particularly talented at client relations, organizational management and timely execution of matters large and small.