Fred Kaplan in

Fred Kaplan

Captain · DISC type DS
Certified Mergers & Acquisitions Professional (CM&AP), Certified Exit Planning Advisor (CEPA) at Stony Hill Advisors
📍 Ambler, Pennsylvania, United States

Fred Kaplan is a Certified Mergers & Acquisitions Professional (CM&AP) and Certified Exit Planning Advisor (CEPA) at Stony Hill Advisors. He specializes in transaction advisory services for lower-middle-market companies, with deep expertise in the food and beverage sector. Colleagues and clients describe him as a terrific relationship builder and an extremely focused leader.

Outside of his M&A work, Fred is deeply engaged with his community and alma maters. He played Mens Varsity Soccer at Cornell University and serves on alumni boards for both Cornell and Drexel University. His passion for the food industry extends to board and committee memberships with several associations.

Fred serves on four distinct food industry boards covering processing, restaurants, retail, and breweries.

Read the full overview →
Experience
30 Years
Current Role
Certified Mergers & Acquisitions Professional (CM&AP), Certified Exit Planning Advisor (CEPA)
Location
Ambler, Pennsylvania, United States
Personality Overview

How Fred shows up

Planner & Achiever
Decisive But Calm
Dynamic But Sincere

They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Fred cares about

Mergers & Acquisitions
As a CM&AP, his core function is advising business leaders on valuations, acquisitions, and selling their companies, particularly in the lower middle market.
Food & Beverage Industry
He has a special focus on the food and beverage sector and holds board positions in associations for food processing, restaurants, retail, and breweries.
+5 more topics Login to view topics
Career

Work history

5-2020
Certified Mergers & Acquisitions Professional (CM&AP), Certified Exit Planning Advisor (CEPA)
Stony Hill Advisors
4-2025
Member Board of Directors
NJ Food Processors Association - NJFPA
6-2013 - 4-2020
Director
Mazars USA LLP
2010 - 2013
President
Kaplan Financial Consulting Group, LLC
2012 - 2012
Adjunct Faculty
Keller Graduate School of Management
In the press

Media appearances

Fred Kaplan – Profile. Featured in Stony Hill Advisors
See now
Education
BA
Cornell University
MBA
Drexel University's LeBow College of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Fred. Free, 10 seconds.