About Us

“Our role is not so much to provide the answers, but to frame the right questions to help you find and implement solutions to your unique set of circumstances.“ Cell : 716-713-2800 rocky@nextpointllc.com A.K.A. “Rocky,” a Next Point Founding Partner, heads up our Mergers & Acquisitions practice. He has a true entrepreneurial background having owned, operated, and sold multiple businesses of his own. Rocky has over 35 years of experience facilitating M&A transactions, having completed over 300, involving both private and publicly held companies, on a national and international basis. He has been particularly successful in selling metal manufacturing companies to strategic buyers. Rocky is both process and client-oriented from start to finish. He has a history of making business owners comfortable throughout the M&A process. He feels strongly that open and direct communication with clients and parties on both sides of a transaction is the best approach for a chance at a successful outcome. By highlighting factors that are often overlooked, Rocky has an ability to frame the value proposition of a transaction in such a way that both sides are better able to appreciate the synergies that a sale or acquisition will bring to their existing operations. He helps owners to see the other side’s perspective of the transaction and using his process he is able to both enhance deal value and improve the likelihood of closing the transaction.

As one of our founding partners, Charlie heads up Next Point’s Advisory Services practices focused on turnaround and corporate renewal and growth. Charlie works with entrepreneurs and business owners to develop and execute operational, financial and strategic improvement opportunities. Charlie has a 30-year history of Leadership experience in both turnaround and corporate renewal situations, both as an independent consultant and as a CEO or Senior Executive in mid-size and large companies. He has provided strategic and general management leadership for multinational industrial companies in the U.S. and abroad. He is currently on the Board of Directors and is a past President of the Upstate New York Chapter of the Turnaround Management Association. Charlie brings a unique combination of a breadth of experience and calm and reassuring demeanor that together create confidence in clients and others. He is able to quickly determine the critical and urgent steps necessary to achieve success. He is able to help the owners/CEO’s focus on constructive action steps necessary to complete a successful change. Charlie believes strongly that credibility with the various groups with which Next Point interacts is earned by creating real value through open and honest dealing, and by consistent delivery of good results. Credibility is, in turn, the key to consistent success for a firm like Next Point.

Alan is a Next Point Partner and a member of both the Advisory and M&A teams. With over 25 years of experience in operational & financial management at all levels, Alan’s background qualifies him particularly well for assessing the financial and operational position of client firms. He has served as CEO, COO, CFO and Controller in firms of various sizes, and has a deep understanding of the needs of a wide range of companies and industries. Alan’s approach of coaching business owners to make tough decisions fits in perfectly with Next Point’s mission to address the needs of business owners in transition with integrity and professionalism, and to deliver practical assistance of real value. Alan offers a diverse skill set to Next Point client’s that includes business and market analysis, strategic planning, mergers, acquisitions, sales, dissolution, and turnaround leadership of operational and financial teams to return a business to a state of growth and profitability. His particular combination of experiences and abilities has uniquely prepared him to seek and obtain a good outcome for his clients. Alan believes that business owners who find themselves forced outside their comfort zones by external change often need outside perspective to assess and prioritize their problems, and to formulate appropriate strategic responses.

Ron is a Partner heading up the firm’s Central New York office. Before joining Next Point, Ron was founder of a management advisory practice that assisted clients in turnarounds, profit improvement, financing, and strategic issues. His experience includes executive, strategic, financial and operating management in a number of businesses and industries. He has also served as COO, CFO, and shareholder in several large and small businesses in Upstate New York and has owned, operated, and sold several businesses himself. Ron adds a disciplined, rational approach to problem solving and practical business experience that are available to Next Point clients everywhere. Ron has extensive experience in finance, business & financial modeling, strategic planning, business restructuring, profit improvement, divestitures & acquisitions, IT and systems development. Ron feels that Next Point needs to understand and integrate both the personal goals and the business challenges faced by our clients. With this understanding, we can offer a dispassionate perspective leading to solutions to often complex problems. Ron finds the ability of Next Point to help private business owners work through their problems both exciting and satisfying.

Jui is part of the Merger & Acquisition and Advisory teams at Next Point, leading the firm’s Rochester, NY office. Her area of focus includes mergers and acquisitions, value enhancement strategies to increase enterprise value and strategic exit plans for small and middle market business owners. She uses her more than 18 years of broad-based entrepreneurial and advisory experience to provide practical advice to help clients grow the value of their businesses and sell it for the maximum return. Her prior experience also includes working with fortune 100 companies in various financial planning and joint venture management roles, emphasizing financial analysis, business modeling and risk management.

Cathy has been a member of the Next Point team since the inception of the partnership in 2004. She not only performs a wide variety of administrative functions, but she also plays a key role in supporting the Mergers and Acquisitions group and is responsible for preparing the CIMs. Cathy first worked in the consulting business in 2001, when she joined a Buffalo business broker. There she met two of the partners who would go on to form Next Point and agreed to move to the new business. She is a graduate of the University at Buffalo, and a certified notary. In her administrative role, Cathy is involved in virtually all communications inside and outside the firm. Consequently, she believes that clear and consistent communications are key to building solid client relationships. Cathy brings to Next Point an ability to deal even-handedly with a number of projects and individuals at any one time. She is involved with project management, marketing, data room management, bookkeeping, reception, and office management, along with her role in various client matters.

Dave is a key member of the Next Point team, affectionately known as our serial entrepreneur. That is because he brings a broad depth of real-life experience as a founder, buyer, owner, and seller of start-ups and companies in distress. Growing up in Fredonia, NY, Dave worked for many years for his father’s automotive distribution operation, gaining insight at an early age into the workings of small business. He later built on that knowledge in the energy industry, helping to found a company that offered competitive energy solutions to consumers of electricity and natural gas. Upon selling that business, Dave founded a residential propane company serving areas in Erie and Niagara counties. His experience also includes manufacturing, fabrication, and metal distribution. Dave also brings experience in local government to Next Point, having served as a town board member in the Town of Pomfret in Chautauqua County where he built a reputation as a champion for strong fiscal policies. This varied background enables Dave to see Next Point’s client situations from many different angles, helping them to identify their objectives and create a plan to meet their goals. Dave believes the Next Point team’s ability to relate to each client’s circumstance is a major advantage no matter what the business challenge.