OUR TEAM
The advisors who'll personally run your deal.
No call centers, no junior handoffs. When you hire PrimeBiz, you get a principal at the table from day one.
Caroline Whitfield
Founder & Managing Broker
Founded PrimeBiz in 1999 and has personally closed over 180 Dallas transactions. Specializes in founder-led service businesses and complex family exits.
Andre Castillo
Senior M&A Advisor
Leads our HVAC, plumbing, and electrical desks. A former operator himself, Andre knows how trades businesses are really valued — and how to defend that number.
Priya Arthur
Director of Valuation
Builds every PrimeBiz valuation on real Dallas comps. Priya leads our SaaS, tech, and medical practice work and our buy-side diligence.
Marcus Lee
Buy-Side Advisor
Helps acquirers find and win the right Dallas business. Marcus runs search mandates and connects buyers to SBA and acquisition financing.
Dana Okafor
Child Care & Education Lead
Specializes in licensed child care centers and education businesses — a category with unique licensing, staffing, and real estate considerations.
Sofia Reyes
Client Operations Manager
Keeps every engagement moving — coordinating diligence, documents, and closing logistics so nothing slips between valuation and signature.
HOW WE WORK
One senior advisor. Start to signed.
The person who values your business is the person who markets it, vets your buyers, defends your price, and sits beside you at closing. That continuity is rare in this industry — and it’s the whole point of ours.
160+
businesses sold
$200M+
transacted
98%
of asking, avg.
5.0
client rating
Talk to an advisor today
Every engagement starts with a free, confidential conversation. Let’s find out what’s possible for your business.