The CAG team includes seasoned professionals with backgrounds in commercial lending and senior bank management, financial and business advisory, private and public equity research, start-ups, business leadership, and most importantly, successfully managing business sales from start to finish. Each principal has worked inside companies, not only as an outside advisor. That firsthand experience with what it takes to run, grow, and eventually sell a business makes CAG’s guidance more practical and more relevant.
Gregory Caswell
Greg co-founded CAG in 2008. Before that, he was President and CEO of Coastal Bank, a publicly traded institution in Portland, Maine, which he led from being under an FDIC order to cease-and-desist to a full recovery and successful sale, returning 31.8% IRR to shareholders.
Kristen Miale
Kristen joined CAG as Managing Director in 2024, becoming Greg’s partner in 2026. She spent a decade leading a $100M organization, co-founded a Maine food company, and has a background in business appraisal and financial advisory to family-owned businesses.
Everett Eaton
Everett joined CAG as a senior advisor in 2025. He brings decades of experience in commercial lending, specializing in creative financing for middle-market companies.
Eric Prouty
Eric joined CAG as a Senior Advisor in 2023 and has served as an equity research analyst covering companies in the industrial and manufacturing sectors for over 20 years.
Industry Partners
In addition to the core team, CAG has a network of outside associates with strong skills in specific areas, including market research and industry/sector analysis, who are called upon on an as-needed basis.
When it comes time to sell a business, including the development of creative transaction solutions, the Caswell Advisory Group provides business owners with a resource that is fully committed to bringing about a successful sale while navigating as smoothly as possible through the business sale process.
Industry Affiliations
The Caswell Advisory Group maintains membership and affiliations in business organizations that enhance its ability to provide exceptional services to its clients. Our affiliations and access to the following organizations link us to industry information and data, business transaction advisors across a wide spectrum of disciplines, a full range of potential buyer types, and web-based databases worldwide. These affiliations have also aided CAG’s development of strong relationships with highly respected professionals throughout New England. In addition, confidential listings on the Internet-based platforms associated with some of these organizations create national and international exposure for our clients.
Advisors and Allied Professionals
A business sale involves more than an M&A advisor. Tax structure, legal agreements, lender relationships, and estate planning can each affect the final outcome. CAG works with your existing accountants, attorneys, and advisors, and brings in additional professionals from our network when the transaction requires it. We coordinate the team; you don’t have to.