Fred Kaplan in

Fred Kaplan

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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.
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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
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Education
BA
Cornell University
MBA
Drexel University's LeBow College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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