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Andrew Probst
Manager - Transaction Advisory Services at CBIZ Private Equity Advisory
Professional Background
Andrew Probst is a seasoned professional in the field of accounting and advisory services with extensive experience spanning several years in top-tier consulting firms. Currently, Andrew holds the position of Manager in Transaction Advisory Services at CBIZ Private Equity Advisory, where he focuses on delivering exceptional value to clients by providing insightful guidance on complex financial transactions. His strategic acumen and analytical skills have established him as a trusted advisor within the private equity landscape.
Prior to his current role, Andrew honed his expertise as a Senior Associate at CBIZ Private Equity Advisory, where he played a pivotal role in advising on financial assessments and due diligence for private equity transactions. His career began at KPMG US, where he progressed through various roles including Senior Associate, Associate, and ultimately intern. This incremental growth within KPMG provided him with a robust foundation in deal advisory, financial analysis, and portfolio management.
Andrew's journey in the accounting sector also includes impactful experiences as an Audit Intern at The Mercadien Group, where he contributed to auditing and financial reporting processes, and as a Teaching Assistant in Accounting at Penn State University, where he nurtured the next generation of accountants.
Education and Achievements
Andrew Probst is a proud alumnus of Penn State University, where he earned both his Bachelor of Science (BS) and Master's Degree in Accounting. His rigorous academic training provided him with a deep understanding of accounting principles and practices, which he has successfully applied in his professional roles. The knowledge and skills he acquired during his studies have been instrumental in shaping his successful career trajectory.
Throughout his career, Andrew has been recognized for his dedication to excellence and his commitment to continual development. His participation in the Global Advantage Leadership Program at KPMG US illustrates his pursuit of leadership development and enhancing his professional competencies.
Andrew’s contributions to the accounting and advisory industry are characterized by his strategic insights and commitment to helping clients navigate the complexities of financial transactions and compliance issues.
Achievements
Andrew Probst's professional journey reflects a series of notable achievements that underscore his capabilities in transactional advisory services. As a Manager at CBIZ Private Equity Advisory, he has successfully led numerous projects, guiding private equity firms through the intricate process of due diligence and financial analysis. His clients benefit greatly from his meticulous attention to detail and profound understanding of the financial landscape, which has often resulted in significant cost savings and enhanced operational efficiencies.
During his time at KPMG, Andrew played an instrumental role in various high-stakes transactions, taking part in engagements that not only honed his expertise but also expanded his professional network within the finance sector. His experience at KPMG equipped him with critical insights into the challenges and opportunities within deal advisory, positioning him as a knowledgeable source for clients seeking to optimize their investments and mitigate financial risks.
Andrew Probst's journey from a student at Penn State to a leader in the transaction advisory field is a testament to his hard work, dedication, and passion for accounting and finance. His commitment to professional growth continues to inspire those around him and forms the foundation for both his career and contributions to the accounting community.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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