About Us

First Boca Associates, Inc.

First Boca Associates, Inc. (FBA) is a mid-market merger and acquisition niche specialist. FBA maintains relationships with a global network of well funded buyers and investors primarily focused on the acquisition, merger, or recapitialization of all or part of mid-market, US based companies (revenue over $10 million or EBITDA over $2 million).

FBA has spent the past 20 years establishing relationships with a broad spectrum of qualified investors, including private equity and institutional funds, strategic investors and family offices. We are in active daily communication with buyers regarding their target investment criteria. Through our global network of investors, we can bring you confidential inquiries from those that see investing in, or with, your company as a mutually advantageous deployment of their capital.

FBA has been continuously involved, since 1994, in consulting engagements with a U.S. and international client base that focuses on M&A, strategic planning, marketing opportunities, capital formation, and private to public market transitions.

OUR TEAM

President of First Boca Associates, Inc. Facilitating M&A and financial transactions for clients and investors ranging from privately held to NYSE. FBA has successfully closed transactions for clients in amounts significantly exceeding $100 million.

Clients benefit from Mr. Weinberg’s exceptional experience and extensive high-level connections that leverage years of transactional experience for his own national award-winning business interests.

Mr. Weinberg serves as a business advisor specializing in mid-market business M&A transactions, corporate and project finance, major real estate sales and advising growth companies with market leading or disruptive technologies. First Boca Associates, Inc. has been established for over 20 years as a national award winning advisory firm with a flawless regulatory record and outstanding client relationships.

  • Alan Stein
    Alan Stein Senior Advisor, Alpharetta, GA

    (678) 710-5910

Education and Affiliations: BBA and MBA Degrees in Finance from the University of Miami (FL), past City Commissioner (Parkland, FL), past Certified Insurance Counselor (CIC), past resident FL insurance licensee and non-resident licensee in over 40 states, and current resident RE Salesperson licensee in GA.

Entrepreneur: Founder and owner of Nationwide Club Administrators, Insurance Strategies, ASI Agency, and Strategic Marketing Associates, Inc. – Developed new products, created new markets and managed nationwide sales and distribution. Insurance company experience developing products, contracts and administrative procedures for American Bankers Insurance Group (FL). Initiated and participated in asset sales between companies, agencies and individual agents. As a city commissioner, helped negotiate land sales and community development at the corporate and city level.

  • Karen Stein
    Karen Stein Director of Business Development, Alpharetta, GA

    (770) 508-8980

Education and Affiliations: BS in Marketing from Lehigh University, past ALA certified lighting designer, AWAI copywriter, licensed mortgage broker and current resident RE Salesperson licensee in Georgia.

Entrepreneur: Founder and owner of ReloCare and GoHealthy consulting services. Designed high end commercial and residential lighting projects, responsible for sales, purchasing, advertising and training of Economy Electric Supply, Inc.’s four retail lighting showrooms. Owned and operated American Light Source, Inc. Served as VP Marketing for Strategic Marketing Associates of Georgia. More than 24 years of management and marketing experience in all areas of business ownership and operations.