Caswell Advisory Group

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Greg Caswell, Managing Principal of Caswell Advisory Group, formerly Caswell Vlachos

Gregory Caswell

Greg co-founded CAG in 2008 and over time the practice has evolved into one focused exclusively on representing selling business owners of companies based (primarily) in New England, with enterprise (sale) values between $3-15M, across a range of industries.  Greg's goal with every new CAG client is to develop an excellent client working relationship, and a marketing and sales process that is likely to produce the most successful result available, while mitigating confidentiality and deal risks.  Greg has developed strong relationships within the New England transaction community, including with legal and accounting firms, private equity and investment advisory firms in Maine, Boston/Greater Boston, New Hampshire, Rhode Island and Vermont, as well as other investment banks and commercial banks.

Prior to CAG, Greg had a successful career in commercial banking, including that of President/CEO of publicly traded, Portland, Maine-based Coastal Bank.  First as Chief Lending Officer, then for his last seven years as CEO, Greg led the bank through its turnaround from the brink of closure by the FDIC (bank was subject to a cease-and-desist order and was on the FDIC's eight quarter failure list) to its successful re-emergence as a growing, profitable bank.  The bank was eventually sold and the sale represented a major win for pre- and post-reorganization shareholders, with the latter group achieving a 31.8% IRR.

Greg is also a co-founder and director of Nu:ionic Technologies, a Fredericton, New Brunswick and Tulsa, OK-based energy technology start-up.  He has been a member of a number of not-for-profit boards, including six years on the Maine Board of Overseers, and is a long-term member of the Boston chapter of the Association for Corporate Growth and the New England chapter of the Exit Planning Exchange. 

Kristen Miale, Managing Director of Caswell Advisory Group

Kristen Miale

Kristen joined CAG in 2024 as a Managing Director. Kristen brings extensive experience having led a $75M non-profit organization for over a decade, with a staff of 115 across three locations. She is the co-founder of Harvesting Good, a mid-scale vegetable processing company in Maine. Prior to her non-profit work, Kristen worked for over a decade as a financial and strategic advisor. She was a senior advisor to a family office overseeing micro- and small-call public and private equity investments and served on the leadership team of a start-up consumer catalogue and e-commerce business. In her early career, she served as an advisor to family-owned businesses, where she was a certified business appraiser and provided strategic and financial planning and leadership and ownership transition consulting. She received her undergraduate degree in computer science from Boston College and a masters in business administration from Boston University. She has served on several non-profit boards and community advisory councils and currently serves on the boards of Harvesting Good and Daily Table in Dorchester, Massachusetts.

Erin Larson, Senior Analyst of Caswell Advisory Group, formerly Caswell Vlachos Group

Erin Larson

Erin joined CAG as Senior Analyst in 2021. Prior to working in M&A advisory, Erin served as a financial analyst for a Fortune 500 manufacturing company, firm administrator and finance manager for a prominent litigation firm, CEO for a real estate developer, and consultant and outsourced management accountant for an array of companies in various industries. Erin holds a Master of Accountancy from Bentley University, a Bachelor of Science in Business Administration from the University of Southern Maine, and the Certified Management Accountant (CMA) credential.

Michael Wing,

Michael Wing

Mike affiliated with CAG in 2016 as Senior Advisor and has a long history of serving in challenging manufacturing management and leadership positions. Concurrent with his work with CAG, where he is primarily focused on providing support with regard to manufacturing clients, Mike is a co-founder and President of Accelera, a start-up company that is developing advanced licensed and patented technology (originally developed by Harvard University) into wearable technology to be used for joint and balance rehabilitation, for both the athletic and aging markets. Mike’s background includes executive management, manufacturing, operations, and turnaround management, as well as new product launches, plant redesigns and re-locations, and staff training and restructuring. Mike has teaching and program development experience at the university level and currently serves as an advisor and director for several private and non-profit boards.

Eric Prouty

Eric Prouty

Eric affiliated with CAG as Senior Advisor in 2023. He has spent more than 20 years as an equity research analyst in asset management and investment banking covering companies in the industrial and manufacturing sectors and was one of the first analysts on Wall Street to focus his coverage on the then emerging sustainability sector. He is currently a partner at the investor relations and capital markets advisory firm AdvisIRy Partners and is a member of the Board of Directors of Hudson Technologies. Eric also is a Trustee and Treasurer at the Hancock Shaker Village.

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 analysis, that 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.

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New England Mergers & Acquisitions | Portland Maine

Whether you are seeking to develop and execute an exit strategy involving the sale of a business or to acquire a company, Caswell Advisory Group can help.