
Managing Director • Sellside Group
25+ years closing high-stakes transactions across field services, M.E.P., food services, private equity, and real estate. Strategist and closer in equal measure.

Jeff Weiss is a seasoned dealmaker with over 25 years of success driving growth, unlocking value, and closing high-stakes transactions across the field services, M.E.P., food services, private equity, and real estate sectors. Known for his ability to identify untapped opportunities and negotiate winning terms, Jeff blends operational expertise with sharp investment instincts to deliver results that exceed expectations.
Years of M & A
Experience
Real Estate
Transactions Closed
Family Office
Portfolio Led
Jeff launched his career at Sysco Foodservice before joining National Provisions, where as Regional Manager and part of the leadership team, he built an east coast distribution network spanning 20+ distributors. His strategic growth initiatives doubled EBITDA in three years and positioned the company for a lucrative private equity acquisition.
In Manhattan's competitive real estate market, Jeff closed over $300 million in transactions before being tapped by a Family Office to lead acquisitions and dispositions for its $1B portfolio. There, he executed complex deals through innovative structures and aggressive negotiation, consistently outperforming return targets
Jeff approaches every M&A engagement as both strategist and closer — sourcing the right opportunities, structuring deals for maximum upside, and driving them across the finish line. His deep understanding of both the operational and financial sides of a business gives his clients a meaningful advantage at every stage of a transaction.
Kelly's extensive experience includes numerous leadership positions, including:
BS — University of Delaware
Executive Certificate in Real Estate Finance and Investment — NYU's Schack Institute of Real Estate
Jeff lives in South Florida with his wife and two children.
M&A Advisory
Buy-side and sell-side transaction strategy
Deal Structuring
Complex structures for maximum upside
Private Equity
Positioning companies for PE acquisition
Real Estate
Acquisitions, dispositions, portfolio management
Operational Growth
Distribution networks, EBITDA improvment
$300+ Closed
Manhattan real estate transactions
$1B Portfolio
Family office acquisitions & dispositions
2x EBITDA
Doubled earnings in 3 years at National Provisions
20+ Distributors
East coast network built fromt he ground up
Schedule a free consultation and speak directly with Jeff about your exit planning goals.

WEALTH MANAGMENT
Glen Turner
Eagle Harbor Advisors
Forbes Top Wealth Advisor specializing in retirement planning, exit strategy, and complex wealth management for business owners and high-net-worth individuals.
FULL BIO ➞

LEGAL • CEPA
Kelly Sturmthal
Attorney & Exit Planning Advisor
Estate planning attorney and Certified Exit Planning Advisor with 25+ years guiding business owners through succession, legal structuring, and legacy planning.
FULL BIO ➞

TAX • CPA
Luke Haggerty
James, Surman & Goldberg
CPA specializing in tax compliance, business combinations, and income tax strategy for middle-market businesses and private equity-owned enterprises.
FULL BIO ➞