OUR TEAM

Stephen

Stephen J. Goldberg, CBI, CVA
Founder & CEO

Stephen J. Goldberg, CBI, CVA
Founder and CEO

Stephen is a Certified Business Intermediary and Certified Valuation Analyst bringing over 30 years of M&A and Valuation expertise to the helm of Sun Mergers & Acquisitions, LLC and Sun Business Valuations, LLC, NJ based firms specializing in managing the sale, merger and valuation of privately held, mid-market companies. In 1985, he was an original member of a New Jersey-based acquisitions firm and subsequently founded Sun to more narrowly focus on the exit strategy goals and valuation of family and entrepreneurially owned middle-market clients. Since then, Sun has emerged as one of the leading players in its field.

Stephen has orchestrated the sale more than 250 mid-market companies in a wide range of industries and has provided business valuation consulting to over 1,000 clients nationwide during his long tenure in this industry. In addition to his work as a Certified Valuation Analyst and a Certified Business Intermediary, Stephen is a frequent lecturer and writer on M&A and business valuation issues and serves regularly as an expert witness in cases involving business valuation disputes.

tom -40under40 3

Thomas F. Theurkauf, CFA, ASA, CVA
Vice President Business Valuations

Thomas F. Theurkauf, CVA
Vice President Business Valuations

Thomas is a Vice President at Sun where he actively manages valuation engagements and supports the investment banking division. He has extensive knowledge of business valuation principles and has completed over 1,000 valuation engagements for many different purposes, including: M&A, succession planning, buy-sell agreements, marital dissolutions, partnership disputes, partnership acquisitions, and estate and gift tax purposes. He is a frequent lecturer and writer on business valuation issues and serves regularly as an expert witness in cases involving business valuation disputes. After graduating from St. Bonaventure University with a Bachelor’s of Science in Finance, Mr. Theurkauf continued to pursue academic accomplishments, which include the CVA, ASA, and CFA designations.

Thomas is a 2021 Honoree as one of the 40 Under 40 by the National Association of Certified Valuation Analysts(NACVA). NACVA and the CTI are founded on excellence, superior quality, and the spirit of pioneering..

Ibrahim

Ibrahim Koroma
Vice President M&A

Ibrahim Koroma
Vice President M&A

Ibrahim supports Sun’s M&A division by assisting clients in successfully achieving their business sale goals.  In his role as Vice President, he is responsible for financial modeling, facilitating transaction negotiations, and guiding clients through the various stages of the business sale process to effectively execute transactions. Ibrahim has played a pivotal role in the consummation of transactions across a wide range of industries.

Ibrahim brings over a decade of experience working with privately-held, lower-middle and middle-market companies. He completed his studies at the Rutgers Business School and graduated cum laude with a Bachelor of Science in Finance. Following graduation, Ibrahim worked as a Business Banker at PNC Bank where his primary responsibilities included small business and commercial real estate lending activities. Ibrahim brings his experience working with small business owners across a wide spectrum of industries and extensive knowledge of financial statement analysis to the Sun M&A team.

Randi

Randi Nelkin Goldberg
Vice President of Operations

Randi Nelkin Goldberg
Vice President of Operations

Randi joined Sun Business Valuations, LLC and Sun Mergers & Acquisitions in 2014. Previously, she spent nineteen years working for Goldman, Sachs, and Company in New York, N.Y. as a Vice President. During her tenure, she held key Financial, Strategic Planning, and Project Management roles for senior management across five different Divisions. Her expertise was in analyzing the financial dynamics of business lines and implementing changes to improve profitability and streamline operations.

Ian

Ian Kravitz
Associate

Ian Kravitz
Associate

Ian is an Associate at Sun, focused on conducting in-depth industry research and market analysis, as well as developing comprehensive financial models and valuation analysis for the firm’s clients. Prior to joining the Sun team, Ian worked on the Investment Team at RegentAtlantic, one of the top RIA’s in NJ, where his responsibilities included research and analysis for portfolio construction, conducting client meetings, as well as equity and fixed income trading. Ian combines an analytical and investment focused perspective with his exceptional ability assisting clients to support the Sun team in various M&A and Business Valuation projects. Ian completed his studies at Indiana University with a degree in Finance. He passed his CFA level 1 and is currently studying for level 2./p>

Courtney

Courtney O’Connor
Analyst

Courtney O'ConnorA
Analyst

Courtney is an Analyst at Sun. She completed her studies at Quinnipiac University with her Bachelor of Science in Accounting and her Master of Science in Business Analytics. Prior to joining the Sun team, Courtney worked for a staffing company as an Accounts Receivable/Billing Specialist. Courtney uses her experience in accounting and business analytics to assist the team in various M&A and Business Valuation projects.

BobChanda

Bob Chanda
Director of Client Relations

Bob Chanda
Director of Client Relations

Bob brings over 25 years of Sales, Sales Management and Business Development experience to Sun. As the owner of Robert Chanda Business Development, LLC for 15 years, Bob developed, designed and executed regional and national business development campaigns for the small and middle markets serving IT Infrastructure, Software Development, Mechanical & Civil Engineering, Pharma, Document Management, Brand Development and Communications, Commercial Insurance, Research & Development, Digital Media and Non-Profit Capital Development. In addition to his wide range of experience within the Sales and Marketing sectors, Bob’s prior experience as a Management Consultant with Alexander Proudfoot Company provides a solid platform for a thorough understanding of business processes, challenges and solutions across industry lines.

Tonya

Tonya Graham
Operations Coordinator

Tonya Graham
Operations Administrator

Tonya joined Sun Mergers & Acquisitions/Sun Business Valuations as an Operations Administrator in 2019.  She completed her studies at Berkeley College with a Bachelor of Science in Business Administration.  Prior to joining the Sun team, Tonya worked in several industries in a variety of office manager and operational functions.  She brings this experience to Sun and oversees many of the day to day Operations of the office.

Rosanna

Rosanna Mangone
Business Coordinator

Rosanna Mangone
Business Coordinator

Rosanna joins Sun with more than 25 years of experience in trading global equities. She has held significant positions with prominent New York asset managers. Rosanna’s experience includes executing a wide range of transactions, including IPOs and secondary offerings, in all domestic and international markets, across large, mid, and small cap markets. She has conducted all aspects of market research and is particularly attuned to the importance of market timing.

Rosanna is responsible for many of Sun’s operational and financial functions, special projects and client communications. Rosanna earned her Bachelor of Science degree in Business and Communication from St. John’s University. She also held Series 7 and Series 66 licenses.

CCO

Annie
Chief Canine Officer

Ready To Discuss Your Business Valuation Needs?

To discuss your situation and receive information about the Business Valuation process, time frame, and cost, please call Stephen Goldberg, Managing Partner 800.232.0180, or complete this form and we will get back to you shortly.

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