Andrew Nussbaum

Examiner
DISC Type : cs

Managing Director at Golden Circle Investment Banking

Traverse City, Michigan, United States

Overview

Andrew Nussbaum is the Managing Director of Golden Circle Investment Banking, a firm dedicated to serving the lower middle market. His career includes experience in private equity and global equity analysis. He holds Series 63 and 82 certifications and studied Business Administration and Management at Ave Maria University.

Andrew is passionate about building his firm with national coverage from a base in Northern Michigan. He actively works with companies in the Upper Peninsula and focuses on expanding the firms efforts in the region, taking pride in his teams exponential growth.

Unique fact: Andrew intentionally pivoted his career "down market" to focus on serving smaller enterprises, challenging peer expectations.

Personality Overview

Unexpressive

Process Oriented

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Lower Middle Market
His firm exclusively serves the lower middle market, and he frequently posts about closing deals for clients in this specific segment.
Building from Michigan
He is proud of building an investment bank with national reach from Northern Michigan and is focused on expanding work in the Upper Peninsula.
RIA Sector
Recently highlighted a successful deal for a client in the Registered Investment Advisor (RIA) space, suggesting familiarity with the industry's M&A landscape.

Media Appearances

Andrew has no verified media appearances

Work History

5-2024
Managing Director at Golden Circle Investment Banking
2019 - 2024
Investment Banking Professional at Bridgepoint Investment Banking
2017 - 2019
Private Equity Investment Professional at Calusa Capital Partners
2017 - 2018
Global Equity Analyst at Federated Investors

Education

Business Administration and Management from Ave Maria University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Traverse City, Michigan, United States Job Level : Mid-senior Designation : Managing Director at Golden Circle Investment Banking
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Andrew

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Andrew take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Andrew

Personality Compatibility


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