CDI Global M&A
William Surman has extensive experience in executive and advisory roles, currently serving as an Interim or Fractional Executive with WRS Advisors and an M&A Advisor with CDI Global M&A since 2020. William specializes in developing early and growth stage companies across various industries, including biotechnology and e-commerce technology. Previously, William held leadership positions such as Interim General Manager and Acting President at Xcēd Aviation Services, Managing Director at Sucsy, Fischer & Company, Partner at CDI Global M&A, Chief Financial Officer at CityBase, Inc., and held roles at Rock Island Securities and Andover Securities Corporation. William’s educational background includes an MBA in Finance and Marketing from The University of Chicago Booth School of Business and a B.A. in Economics from Carleton College.
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CDI Global M&A
CDI Global, established in 1973, is a leader in middle-market, cross-border transactions with over 3,000 transactions to our credit. Our international presence, industry expertise, and market insights ensure our ability to successfully partner and collaborate with clients around the world, in multiple vertical sectors. Our success is built on the long-term relationships we develop, providing significant business development and M&A opportunities for our clients. We are committed to conducting all of our business activities with confidentiality, respect, and integrity. Our focus is on helping our clients, both multinational acquirers and sellers, complete cross-border buy-side and sell-side middle-market transactions. Fully understanding what both strategic and financial acquirers look for we advise middle-market companies on selling their businesses to global acquirers for the highest value. We have a global reach that includes 48+ offices in over 30 countries with over 100 senior deal professionals with specialized industry knowledge, language capabilities, and experience with local business practices and customs. CDI Global is known for high-quality global M&A and corporate development personnel, deep industry focus, a trademark target interview process, and a significant record of discrete deal making. Local knowledge, global reach.