About Us
We founded our company to address a significant unmet need in business advisory and brokerage services.
Having grown up working in family businesses, we understand the passion and sense of identity that has come from building your business and take great care in ensuring you exit on the best possible terms. We are relentlessly dedicated to maximizing value for our clients through a deep commitment to our core values:
Our Team
Rick Calabrese, Esq., CPA, LL.M.
Co-Founder
Rick is a licensed attorney and certified public accountant in the Commonwealth of Pennsylvania, and also has a Masters of Law in Taxation from Villanova University, School of Law. Prior to attending law school, Rick obtained a Bachelor of Science in Business Administration (accounting) from the University of Pittsburgh. After law school, Rick worked at “Big 4” accounting firm, PricewaterhouseCoopers LLP in Center City, Philadelphia prior to engaging in the active practice of law primarily in the fields of tax, corporate-business, M&A and commercial real estate at suburban Philadelphia based law firms.
During his time practicing law (which he still does part-time), Rick handled multi-million dollar transactions for small to medium sized businesses. While many other clients may have to use multiple advisors on a given transaction, Rick used his unique and specialized tax, business, M&A and CPA background to assist clients through the entire process, from initial planning, structuring, drafting purchase agreements, and closing.
Rick now lives with his wife Lindsey and their dog Maverick in Chester County, PA. In his free-time, you can find Rick out on the links or passionately cheering on the Big-4 Philadelphia sports teams, Villanova basketball, and Pitt Panthers football.
Joe Bergin
Co-Founder
Joe graduated from Penn State University (University Park) with Bachelor’s Degrees in Finance and Economics. Joe is also a Certified Management Accountant and worked at Johnson & Johnson for over a decade spanning multiple roles & responsibilities culminating in a series of roles spent analyzing, structuring, and executing M&A and venture capital transactions.
During his time in Corporate Finance, Joe developed experience and skills ranging from strategic planning to complex financial modeling and business valuation. Joe passionately believes that Commonwealth M&A clients deserve to be represented with the same level of sophistication that Fortune 100 companies receive, regardless of deal size.
Born and raised in West Chester, PA, Joe is a passionate fan of all Philadelphia and Penn State sports. In his free time you can find him spending time with his wife and daughter or attending Penn State football games in the Fall.
Michael Dougherty
Associate
Michael is a graduate of West Chester University, where he received Bachelor of Science in both Finance and Economics, as well as a minor in Business Analytics. Prior to joining Commonwealth M&A, Michael was a Senior Associate within the Valuation Advisory Services group at Kroll (formerly known as Duff & Phelps) in Center City, Philadelphia providing a wide range of financial services to both public and private companies globally.
During his time at Kroll, Michael performed valuations in a variety of industries for corporate finance-related matters including business enterprise, equity securities, and intangible/tangible assets, in connection with mergers, acquisitions, and restructurings. In this capacity, Michael developed skills ranging from complex financial modeling to strategic planning.
Being local to Philadelphia, Michael is an avid fan of all Philly sports teams. In his free time, he enjoys traveling to new places, golfing, cycling, and spending time at the Jersey Shore in the summer.
Contact Us
If you’re looking to sell a company – or wondering if it is the right time to sell – we can help!
Reach out and start a conversation with us today.