Mr. Michael Lamm

Board Member

Mr. Michael Lamm co-founded CAS, an independent investment and merchant banking firm based in Philadelphia, PA, and spearheads all of the firm’s M&A, consulting, valuation, compliance, and regulatory business practices within the global tech-enabled outsourced business services arena. He is responsible for its strategic direction and growth plan.

Mr. Lamm oversees and executes compliance/regulatory assessments, M&A engagements, joint venture/strategic partnership arrangements, C-level executive recruitment, valuations, and operational assessments. He also has extensive experience assisting clients with developing and implementing strategic growth plans.

He is actively involved in ACA International (Council of Delegates), PACE, AFCC, Debt Buyers Association (DBA), the Association for Corporate Growth – Philadelphia chapter (membership committee), the American University Alumni Association (chapter leader), Hospital Financial Management Association (HFMA), Turnaround Management Association – Philadelphia Chapter, and other Philadelphia-area networking groups. He is a frequent speaker on industry affairs and M&A trends and regularly contributes to industry publications, providing insightful analysis and commentary.

Before establishing CAS, Mr. Lamm served as a Director at Kaulkin Ginsberg, providing M&A and strategic advisory services.

Before Kaulkin Ginsberg, Mr. Lamm co-founded and served as Program Director of the U.S.-Israel Business Exchange (US-IBEX) in Washington, D.C., a public/private initiative established out of the Embassy of Israel. The initiative aimed to accelerate market entry and facilitate financing for Israeli companies in Greater Washington, D.C., while enhancing U.S.-Israel business relations.

Mr. Lamm holds a degree in international studies from American University and resides in Gladwyne, PA, with his wife Simone and their three children. He also holds Series 79 (Investment Banking Representative) and Series 63 (Uniform Securities Agent State Law) certifications.

Securities transactions are conducted through Finalis, LLC, a member of FINRA/SIPC. Mr. Michael Lamm is a Registered Representative of the Broker Dealer Finalis, LLC.