As a Managing Director on the Mergers & Acquisitions team at Whitman Advisory, Nancy brings extensive financial, technical, and strategic sales experience to her clients. Her ability to translate rigorous financial analysis and market insight into successful transactions is built on a diverse career foundation.
Nancy began as a financial analyst in the banking and chemical industries, evaluating capital investments and preparing forecasts. She later transitioned to a software firm, where she excelled first in client services and then as a regional manager, consistently exceeding sales goals. More recently, she developed a cross-industry business brokerage practice, providing valuation, value-improvement initiatives, investor marketing, and deal negotiations. This background equips her to provide expert guidance on mergers and acquisitions, practice management consulting, and strategic planning.
Nancy holds a BA in Mathematics from the University of Connecticut and an MBA in Finance from Widener University.