The MidStreet Difference

Jeff brings over 25 years of executive leadership, mergers and acquisitions, and entrepreneurship experience to MidStreet.

A graduate of the U.S. Naval Nuclear Power Program, Jeff spent over 10 years working for Exelon, a Fortune 100 company. An entrepreneur at heart, he left the corporate world and acquired the franchise rights to Sunbelt Business Brokers, the largest business brokerage franchise in the world.

Jeff has been engaged as an advisor on over 450 transactions ranging from $250,000 to over $50 million and has over 20 years of experience as a M&A advisor with clients throughout the United States. 

Jeff is a nationally recognized M&A professional, exit planning advisor, and business coach. He is a Certified Business Intermediary (CBI), Certified Mergers and Acquisitions Professional (CM&AP), and a Mergers and Acquistions Master Intermediary (M&AMI).

Jeff has personally owned and operated several businesses and excels at providing long-term exit planning and business development services to clients in a wide range of industries.

Erik knows there's a right way to sell a business and a wrong way. The right way ensures business owners make informed decisions about their future and get what they deserve at the closing table. The wrong way can be disastrous, leaving lifetime scars on a business, its owners, and their families.

Understanding the impact of a business sale gone wrong, Erik’s mission is to lead business owners through the unfamiliar world of mergers & acquisitions. Using industry leading marketing techniques, a network of experienced advisors, and his dedicated team at MidStreet, he helps clients identify and achieve their highest goals through the sale of their company.

Erik has directly managed more than $200M in total sell-side transaction value since starting his career as an M&A Advisor in 2017. He has been featured in the Triangle Business Journal for his achievements in commercial real estate and M&A advisory. Erik holds a BA from the University of North Carolina at Charlotte. He is a Merger & Acquisition Master Intermediary (M&AMI), Certified Business Intermediary (CBI), and holds an active North Carolina  real estate license.

Outside the office, Erik enjoys rock climbing, kick-boxing, and hiking with his wife Liz. 

Jonah is a driven M&A advisor specializing in helping trades business owners maximize the value of their companies, ensuring no money is left on the table when it's time to sell.

Known for his approachable style, sharp financial acumen, and attention to detail, Jonah builds genuine relationships with his clients and guides them through each step of the process with clarity and confidence. Highly organized and analytical, he ensures no detail is overlooked. Over the past six years, he has played a key role in selling over $78M in transactions, delivering exceptional results for the owners he advises. 

Jonah holds a Bachelor of Science in Business Administration from the UNC Kenan-Flagler Business School. He is a Merger & Acquisition Master Intermediary (M&AMI), Certified Business Intermediary (CBI), and, and holds real estate licenses in North Carolina and Georgia. 

Outside of work, Jonah enjoys training in Brazilian jiu jitsu, strength training, and playing pickleball with his girlfriend. He’s passionate about health and fitness and spends his free time with family and friends - traveling, hiking, and enjoying great food. 

Based in San José, Costa Rica, Marcelo brings more than five years of experience in M&A, corporate finance, and financial analytics to his role at MidStreet. His background includes valuation work, corporate advisory, investment banking support, and operational analysis. This range of experience gives him a clear understanding of how deals are evaluated and how buyers make decisions.

Before joining MidStreet, Marcelo worked in Corporate Finance at BDO Costa Rica, where he led valuation and buy-side advisory projects across technology, pharmaceutical, and retail sectors. He built three-statement financial models, completed scenario-based DCF analyses, and prepared dashboards for executive teams. He also served as a Delivery Lead at Acuity Knowledge Partners, supporting global investment banking clients on active transactions. His work included CIMs, teasers, buyers lists, trading comps, industry research, and due diligence preparation across several live engagements at once.

Marcelo began his career in engineering and analytics before moving into risk and fraud operations for Capital One. He later worked in financial consulting in Ecuador, conducting risk assessments, capital structure reviews, and financial analysis directly with senior management. These roles strengthened his ability to translate technical financial information into clear, practical insights.

Today, Marcelo supports MidStreet’s sell-side clients through valuations, financial models, and investor materials that help owners present their companies with confidence. He manages data rooms, organizes due diligence, and ensures buyers have the information needed to move efficiently toward closing. Marcelo holds an MBA with a concentration in Finance and Economics from INCAE Business School and is fluent in English and Spanish with conversational Italian.

Jeffery Baxter Jr. serves as the Chief Financial Officer at MidStreet Mergers & Acquisitions, where he oversees the firm's financial operations, human resources, and administrative functions. His role is pivotal in ensuring the company's fiscal health and operational efficiency.

With a strong background in financial analysis and system design, Jeffery Jr. assists in preparing businesses for sale by helping sellers understand the value of their largest asset. His analytical skills and attention to detail are instrumental in crafting accurate financial reports and streamlining internal processes.

Jeffery Jr. is a certified business appraiser through the International Society of Business Appraisers (ISBA) and holds an active North Carolina Real Estate Broker License. He graduated from the Kenan-Flagler Business School at UNC-Chapel Hill with a degree in Business Administration.

His commitment to precision and continuous improvement reflects MidStreet's mission to provide exceptional service to business owners. Jeffery Jr.'s contributions have been integral to the firm's success in the confidential sale of privately held, lower mid-market companies throughout the Southeast.