Press Releases

Berkowitz Pollack Brant Welcomes New Director of Transaction Advisory Services

Posted on May 15, 2022

BOCA RATON, FL – May 15, 2022 – Berkowitz Pollack Brant Advisors + CPAs today announced that Jeff Stamm, CPA, has joined the firm as director of the Transaction Advisory Services practice. Stamm is joined by a team that will assist business owners, entrepreneurs and private equity firms with mergers and acquisitions. They primarily focus on sell-side M&A investment banking mandates, debt and equity capital raising, and buy and sell-side financial due diligence.

Chief Executive Officer Joseph L. Saka commented, “Jeff and the team will add firepower to our work in this area. His experience, complemented by the skills of our existing firm members, will be a valuable resource to this growing practice area.”

Stamm has over a decade of M&A experience and has successfully completed more than 100 transactions with a cumulative transaction value in excess of $16 billion. His deal experience encompasses a broad range of industries and scale, with enterprise values from $5 million to $2.8 billion within the manufacturing, distribution, SaaS, e-commerce / consumer products, business & professional services, infrastructure, spirits, and healthcare industries.

A Big 4 and regional advisory firm veteran, Stamm is joined by a team of four who focus on transaction work.  He holds Series 79 and 63 FINRA licenses and an active CPA license in the state of Florida. Stamm earned a bachelor’s degree in accounting, magna cum laude, from Florida State University.

About Berkowitz Pollack Brant Advisors + CPAs

For more than 40 years the advisors and accountants of Berkowitz Pollack Brant have solved problems, provided knowledge and helped clients realize their goals. The firm and its affiliates Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital have offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.

Berkowitz Pollack Brant has been named one of the top 100 firms in the U.S. by both Accounting Today and INSIDE Public Accounting and has been named one of Florida Trend’s Best Places to Work for several consecutive years.

One of the largest firms in South Florida, it is comprised of talented and resourceful professionals who provide consulting services with an entrepreneurial focus. Specialty areas include domestic and international tax planning and compliance, corporate and commercial audits, forensics and litigation support, business valuation, and wealth management and preservation.