Greg J. Bennett

Doer
DISC Type : sd

Chief Executive Officer at Lionfish Advisors

Santa Monica, California, United States

Overview

Greg J. Bennett is an executive with over 25 years of experience improving EBITDA margins and optimizing operations for companies. As CEO of Lionfish Advisors, he provides expert strategic guidance to prepare businesses for mergers, acquisitions, and financing. He holds a Bachelor of Arts from UC Santa Barbara.

Outside of his corporate advisory work, Greg is a watch enthusiast with a particular appreciation for Seiko "Tuna" dive watches, noting their durability and unique design. He enjoys swapping out bracelets to customize his timepieces.

He is a gun owner with a concealed carry permit and grew up hunting and target shooting.

Personality Overview

Fast-paced

Results Focused

Long-term Focused

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

EBITDA Optimization
Helps entrepreneurs improve P&L and balance sheets by implementing cost controls, streamlining operations, and driving revenue to boost profitability before a sale.
Mergers & Acquisitions
Specializes in developing advisory relationships with business owners to make their organizations as appealing as possible for potential M&A or financing options.
Watch Collecting
Shows a passion for durable watches, specifically Seiko dive watches, and discusses owning pieces from Rolex and IWC.

Media Appearances

Greg has no verified media appearances

Work History

5-2006
Chief Executive Officer at Lionfish Advisors
11-1986 - 12-2014
President & COO at Hamilton, Carter, Smith & Co.
President and Managing Director at Harbor Financial Group/ HFS and HCS

Education

Bachelor of Arts (B.A.) from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 39 Location : Santa Monica, California, United States Job Level : Leadership Designation : Chief Executive Officer at Lionfish Advisors
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Insights For Selling To Greg J.

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg J. is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Greg J.

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Greg J. move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Greg J. take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Greg J.

Personality Compatibility


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