Michael Cassata

Michael Cassata, CEPA® First Vice President, Business Owner Advisory Strategist at Rockland Trust.
Michael Cassata, CEPA®
First Vice President, Business Owner Advisory Strategist

Location: Hyannis, MA
Phone: 508.957.1180
Email: Michael
Connect on: LinkedIn
 

Michael joined Rockland Trust in 2023. A key focus for Michael is providing strategic guidance and support to business owners, ensuring they are well positioned to sell or transition business ownership when the time is right. As a former business owner turned investment banker, Mike has over 20 years of experience supporting business owners transition their organization into the next stage.

Prior to joining Rockland Trust, Michael was a Managing Director of Consilium Partners and then GT Securities, focusing on M&A transaction advisory services. Michael has advised over 100 businesses on growth strategies and business models, in verticals from software to business services. Early in his career, he founded a healthcare software company that successfully merged with a NASDAQ-listed firm that operates as a business unit of Veradigm Inc. (formally Allscripts) today. Michael is a Certified Exit Planning Advisor, a FINRA-registered securities professional holding a Series 63, 79, and 24 regulatory designation, and received his BS in Electrical Engineering from the University of Connecticut.

Michael resides in Mashpee, MA with his wife of 43 years. He enjoys time with their 4 sons’ growing families, and with friends around Cape Cod while boating, fishing, and golfing.