Mr. Stone is a seasoned executive, having directed the sales, marketing and mergers and acquisitions areas of several of the nation’s largest public and private corporations.
Prior to joining Generational Equity, Mr. Stone served as an executive with a major mergers and acquisitions firm working directly with privately-held business owners interested in selling their businesses. His knowledge of the M&A process and deal structuring financially benefited many entrepreneurs in the pursuit of selling their companies for the most profit. Previous work experiences includes Vice President, Marketing for Mass Mutual Financial Group, where he led nationwide marketing efforts directed to the privately-held business sector, furthering his understanding of the entrepreneurial business owner.
Mr. Stone an entrepreneur in his own right, owned and sold his own privately-held financial services company. This experience helped him develop a keen understanding of what it takes to be successful in a tough marketplace and more importantly, why it’s critical to have a sound exit plan. Earlier work experiences as Vice President Sales with Advo, Inc. the nation’s largest direct mail company, Group Marketing Director, US with GlaxoSmithKline Consumer Products, and General Manager SmithKline/Canada, have honed his business and professional skills resulting in a broad range of knowledge.
Mr. Stone earned his BA in English and an MBA in Management from Western New England University in Springfield Ma and an MBA in Marketing and Strategic Planning from the Wharton School in Philadelphia, PA.
4-time winner of Investment Banking Firm of the Year
4-time winner of Investment Banking Firm of the Year
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