Andrew Castaldy Business Broker

Andrew brings nearly 20 years of Wall Street experience in finance, management and operations. Having spent over 12 years with a private New York based hedge fund serving as the CFO & COO, Andrew gained immense M&A experience working on transactions in both the public and private markets. As a hedge fund executive, Andrew worked alongside highly experienced investment bankers where as a firm they raised and deployed nearly $2 billion in event-driven and special situations investments across the US & Europe.

Prior to his executive roles, Andrew served as a Senior Analyst focused on sourcing and evaluating potential investment opportunities for the firm’s various portfolios of investment strategies. Highly experienced in valuation and financial analysis, Andrew brings an analytical approach and discipline to his clients on both the buy and sell side.

As a broker and advisor, Andrew truly enjoys working with both buyers and sellers and leverages his experience to provide the highest level of service possible. Developing relationships that lead to successful transactions and positive experiences is a top priority that sets him apart from the crowd.If you’re a business owner interested in selling, Andrew will ensure you’re educated on the sales process, current market conditions, and work closely with you to prepare the business for a seamless transaction. He’ll work to ensure you have accurate financials, determine the current valuation, understand your expectations and provide personal assistance throughout every step of the process. Additionally, Andrew has developed a vast network of buyers he works with on an ongoing basis to identify specific targets for acquisition – this can lead to a more tailored pool of buyers and potential expedited sales process.

If you’re looking to acquire a business, whether as a first time or repeat buyer, Andrew will work closely with you to clearly define your ideal target, guide you on how to best leverage your prior experiences and match you with the right opportunities that have the highest probability of success. Financial analysis, valuation guidance, creative deal structuring and introductions to lenders and industry professionals are all part of the experience you’ll receive working with Andrew.

Andrew also works closely with family offices, private equity firms, and portfolio companies who are active in the M&A space to identify and acquire the highest quality businesses and brands. Leveraging his past experience with sophisticated investors, he’ll work closely with each firm to develop a true understanding of their goals and priorities and source deals that match specific criteria and ensure successful transactions.

Complimentary skills gained over the years working in the financial services industry include capital raising, client relations, equity trading, accounting, tax planning and financial and managerial operations.

Andrew is a native Long Islander who now resides in Charleston, SC with his wife, two kids and two dogs.