You Built Something that Matters. We Make Sure it Ends up in the Right Hands.

Rick is a licensed attorney and certified public accountant (CPA) in the Commonwealth of Pennsylvania and also holds a Master of Laws in Taxation from Villanova University School of Law. He earned his Bachelor of Science in Business Administration (Accounting) from the University of Pittsburgh and began his career at PricewaterhouseCoopers LLP in Philadelphia before practicing law in the areas of tax, corporate-business and M&A at boutique suburban Philadelphia law firms.

Throughout his legal career, Rick advised small to mid-sized businesses on multi-million-dollar transactions, leveraging his combined legal, tax, CPA, and M&A background to guide clients through the entire process—from planning and structuring to negotiation and closing—often serving as their primary advisor. Having grown up the son of a small business owner, Rick has a strong personal appreciation for the emotional and practical considerations owners face when selling a company, allowing him to approach each engagement with empathy, perspective, and a deep respect for the legacy behind every business decision.

Rick currently lives in Chester County, Pennsylvania with his wife (Lindsey) and two children (Luca + Mila). Outside of work, he enjoys golf and passionately cheering on Philadelphia sports teams, Villanova basketball, and Pitt Panthers football.

Joe graduated from Penn State University (University Park) with Bachelor’s Degrees in Finance and Economics. Joe is also a Certified Management Accountant and worked at Johnson & Johnson for over a decade culminating in a series of roles spent analyzing, structuring, and executing M&A and venture capital transactions.

Joe’s experience spans strategic planning, complex financial modeling, and business valuation. He believes lower middle market business owners deserve the same level of sophistication and execution quality that Fortune 100 companies expect—regardless of deal size.

Born and raised in West Chester, PA, Joe is a lifelong Philadelphia and Penn State sports fan. Outside of work, he enjoys time with his wife (Ana) and daughters (Sophie & Bailey).

Joe brings more than 40 years of experience as an investment banker, certified public accountant, and corporate executive. Over the course of his career, Joe has advised clients on the sale and acquisition of businesses, on matters relating to private equity recapitalizations, management buyouts, ownership transitions, and other management consulting. His work spans numerous industries and transaction sizes, always focused on helping owners navigate the challenges of a major transaction.

Prior to joining Commonwealth M&A, Joe was the Founder of D5 Capital Advisors, a boutique lower middle market M&A advisory firm. He also held previous positions as the President and CFO of a $135 million multimodal transportation and logistics business, Corporate Development Director for Penske Truck Leasing and Penske Logistics, and as a Partner with a regional CPA firm.

Joe graduated from Bloomsburg University with a Bachelor of Science in Business Administration, Accounting. He is a member of the Alliance of Merger & Acquisition Advisors, the Association for Corporate Growth, and the American and Pennsylvania Institutes of Certified Public Accountants.

Joe and his wife Susan reside in Orefield, PA located in the Lehigh Valley.

Michael is a graduate of West Chester University, where he received Bachelor of Science in both Finance and Economics, as well as a minor in Business Analytics. Prior to joining Commonwealth M&A, Michael was a Senior Associate within the Valuation Advisory Services group at Kroll (formerly known as Duff & Phelps) in Center City, Philadelphia providing a wide range of financial services to both public and private companies globally.

During his time at Kroll, Michael performed valuations in a variety of industries for corporate finance-related matters including business enterprise, equity securities, and intangible/tangible assets, in connection with mergers, acquisitions, and restructurings. In this capacity, Michael developed skills ranging from complex financial modeling to strategic planning.

Being local to Philadelphia, Michael is an avid fan of all Philly sports teams. In his free time, he enjoys traveling to new places, golfing, cycling, and spending time at the Jersey Shore in the summer.

Jennifer brings more than 15 years of experience in marketing and growth strategy, having helped businesses across a range of industries build strong brands, generate qualified opportunities, and scale through thoughtful, relationship-driven approaches. Her work centers on aligning strategy, messaging, and partnerships to support long-term, sustainable growth.

Her role at Commonwealth is deeply personal. After witnessing her father and uncle successfully exit the HVAC company they built over decades, Jennifer saw firsthand what it means to dedicate a life’s work to a business and how critical it is that, when an owner is ready to move on, that company is transitioned with care and intention. That perspective shapes her approach to growth and her commitment to serving legacy-driven business owners.

Jennifer lives in the greater Philadelphia area and is a proud single mother to her son, Cash. She enjoys time with family, the Philadelphia Eagles & Phillies, summers at the Jersey Shore, supporting local businesses, and staying connected to the entrepreneurial community that shaped her upbringing.