About us
We help successful companies become
even more successful by assisting them
in going public and raising capital.
Since 2019, Exchange Listing has been helping companies accelerate their
business objectives by listing on a senior stock exchange such as NASDAQ,
NYSE, and NEO, as well as raising capital with post-public marked execution.

Our mission
To help our clients get listed on a globally recognized senior
exchange in a timely, cost-effective, and systematic manner.
Our vision
To accelerate the business plans and public company listing
and capital raise aspirations of global growth companies.
Our values
The pragmatic realization of our clients’ objectives through
trust, integrity, and a transparent, passionate, and persistent
commitment to success.
Our team
We have extensive capital markets experience that
spans the entire financial ecosystem. Our track record
speaks for itself in the planning and implementation of
listing on senior stock exchanges.

Peter Goldstein
CEO & Founder
Peter Goldstein
CEO & Founder
Peter Goldstein is a seasoned executive and entrepreneur with more than 30 years as a C-suite executive for public and private companies. An expert in navigating the ever changing climate of Wall Street, Goldstein has emerged as an international voice for the evolving industry and has successfully launched several highly innovative companies amidst today’s disruption and shifting investment practices.
Goldstein is the founder, chairman, and chief executive officer of Grandview Capital Partners, Inc., a specialized boutique investment bank that provides innovative financial services to select entrepreneurial emerging growth companies. He serves as managing director of Exchange Listing, LLC, which provides a myriad of services in the strategic planning and implementation of listing on a senior exchange, such as Nasdaq or NYSE, for private companies or those that are listed on alternate exchanges.
In the first quarter of 2021, Goldstein formed a new partnership between Exchange Listing and The Conscious Fund to form The Conscious Acquisition Company — a range of Special Purpose Acquisition Companies (SPAC) in the burgeoning field of psychedelic medicine. In February 2021, Goldstein was appointed as Chairman of the Board of Directors for Siyata Mobile Inc. (Nasdaq: SYTA, SYTAW), a leading global developer and provider of cellular communications solutions for enterprise customers. He is a member of the Forbes Finance Council.
He continues to usher entrepreneurial emerging growth businesses to their IPOs and SPACs that are uniquely positioned to access growth capital and global capital markets.

David Lowenstein
Chair, Investment Committee
David Lowenstein
Chair, Investment Committee
David is a senior executive with broad experience scaling businesses from start-up to IPO and subsequent public and private market success and has particularly strong expertise in mergers and acquisitions, strategic planning as well as both public and private financing and has served on the boards of several public companies.
David is currently the CEO and Co-Founder of Secure Computing Corporation, a high potential stealth mode cyber-security start-up and has recently also advised several companies in the cannabis, nutraceutical and life sciences robotics industries.
David was a Co-Founder, Director and Consultant at SOURCECORP (NASDAQ: SRCP) and has served in various senior management positions including Executive Vice-President Corporate Development, Chief Financial Officer and Treasurer from the company’s 1994 inception, through its 1996 IPO, and subsequent 25 straight quarters of +25% EPS growth as well the completion of 74 acquisitions and 23 divestitures and co-led the Company’s August 2006 sale to Apollo Partners LP for approximately $500m. SOURCECORP is a document centric Business Process Outsourcing and Consulting company with +/- 10,000 employees operating from approximately 90 locations in 40 U.S. states, the Caribbean, the Philippines, Mexico and India. The Company has received numerous accolades including being cited among the Top 100 Hot Growth Companies by Business Week magazine, twice being recognized by Forbes magazine as one of the 200 Best Small Companies, as well as its 1999 inclusion by FORTUNE magazine’s in its list of the 100 Fastest Growing Public Companies. SOURCECORP was also a component of the S&P Small Cap 600 Index and the Russell 2000 Index.
David was also previously a Director and Audit Chair of Cricket Media (TSX.V: CKT) a global children’s education media and services and technology company and Board Chairman, Chair of the Compensation and Nominating committees, and Audit committee member of The Princeton Review (NASDAQ: REVU) a +150m revenue Bain Capital portfolio company which offers private tutoring and classroom and online test preparation and has also been a director of CAPITAL ENVIRONMENTAL SERVICES INC. (NASDAQ: CERI) a +100m revenue environmental services company and served on the Company’s, Audit and Compensation committees.
Concurrent with the latter part of his SOURCECORP tenure, David was also an investor in The Learning Library Inc., an internet e-learning company focused on the licensing and certification of professionals, and led the reorganization of the business in 2004 and its subsequent sale in May 2005.
David served in several executive positions with Laidlaw Inc, a $2B revenue, NYSE listed transportation and environmental services company, personally closing over fifty (50) acquisitions and divestitures in North America, Mexico and Europe. Prior to Laidlaw Mr. Lowenstein was a mergers and acquisitions analyst at Tricil Inc. (hazardous waste) and a financial analyst at Nortel Inc. (telecommunications).
David graduated with a Master of Science of Public Policy and Business Administration (Merit Scholar) from Carnegie Mellon University and received an Honors Bachelor of Arts in Economics from Sir Wilfred University, is conversant in the German language and has won several athletic honors.
David lives with his son Jake and their aptly named dog, ‘Jack Attack’ in Mississauga, Ontario.

Gregg Jaclin
Managing Director, IPO Execution
Gregg Jaclin
Managing Director, IPO Execution
Gregg is an experienced financial consultant who is particularly knowledgeable in the realm of public equity. He is notably interested in and educated on initial public offerings, or IPOs. When it comes to consulting, Gregg values the power of relationships. Building and maintaining strong connections is essential for any business professional, but it is especially imperative for consultants. When Gregg is not assisting clients and expanding his investment portfolio, he enjoys spending time with his family.

Luisa Ingargiola
Principal, Project Execution
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Luisa Ingargiola
Principal, Project Execution
Seasoned public company executive and board member with almost 20 years of experience as CFO, Board Director and Audit Chair of multiple public companies.- Board Director & Audit Chair of SPAC Progress Acquisition Corporation (NASDAQ: PGRW).
- Board Director & Audit Chair of several public companies including Electra Meccanica (NASDAQ: SOLO) and AgEagle (NYSE: UAVS).
- CFO of Avalon GloboCare (NASDAQ: AVCO).
- Significant experience in IPOs, mergers and acquisitions, equity and debt financing, corporate governance, and strategy.

Michelle Almonte
Executive Assistant
Michelle Almonte
Executive Assistant
Michelle Almonte is the Executive Assistant to the CEO at Exchange Listing. She brings over 20+ years of experience supporting C-level executives within top financial institutions such as JPMorgan Chase, Deutsche Bank and BlackRock. Michelle facilitates all aspects of internal and external communication and supports the day-to-day administrative and operational functions within the business. She has proven talent for aligning business objectives with comprehensive administrative knowledge to achieve maximum operational efficiency.

Michael Starzan
Managing Director, IPO Readiness
Michael Starzan
Managing Director, IPO Readiness
Michael is a senior equity capital markets professional, having raised over $54 billion in proceeds for clients via approximately 160 transactions. Michael’s expertise lies in leading and executing equity capital market initiatives with a focus on growth companies.
Michael is a former attorney and began his investment banking career as a senior associate at Robertson Stephens, Inc, where he was able to hone his expertise in financial modeling and analysis, including comparable company, precedent transaction, discounted cash flow, contribution, pro-forma merger, accretion/dilution, and LBO analyses. He then served as Vice President at Piper Jaffray & Co. This position allowed him to gain substantial experience in originating and executing 144A & Reg D convertible offerings, public and private exchange offers, restructurings, and structured call spread products. Michael later had the pleasure of co-founding Lazard’s convertible practice, collaborating with a talented team to drive success in convertible securities at Lazard Frères & Co, San Francisco.
At BMO Capital Markets, Michael played an instrumental role in building a robust US Equities Origination business post-Financial Crisis, with extensive experience in all equity products, including IPOs, Follow-on Offerings, Private Placements, PIPEs, and At-The-Market (ATM) Offerings. Most recently at ROTH Capital Partners, San Francisco, CA, Michael acted as Managing Director – Technology Equity Capital Markets / Private Placements where he spearheaded technology equity origination and execution efforts for the firm.

Mikhail Freeman
Capital Markets Project Manager
Mikhail Freeman
Capital Markets Project Manager
Mickey has a background in engineering and is an experienced manager with over 10 years of working in advisory and consulting roles. He has strong capital project analysis knowledge with a creative approach to drive collaboration and growth. He founded and is a Director of Klipspringer International Ventures Ltd. where he advised on access to capital markets and transactional support on a variety of investment structures in Canada and abroad. He completed his undergraduate and graduate degrees at Memorial University, Newfoundland, Canada and holds a Master of Technology Management in engineering and applied science.

Kennedy McCann
Paralegal
Kennedy McCann
Paralegal
Kennedy McCann is a paralegal at Exchange Listing, LLC. Kennedy assists our clients with general corporate matters, including company listing applications, compliance and filing management.
Kennedy McCann is a paralegal atSichenzia Ross Ference Carmel LLP (“SRFC”). Kennedy assists CMF attorneys with general corporate matters, including company incorporations, SEC Form D and blue sky compliance, limited and general partnerships, and filing management. Before joining SRFC, Kennedy worked for a domestic law firm as a Paralegal.
Kennedy earned her Bachelor’s degree from New York University Tisch School of the Arts.

Bob Giordano
Managing Director, Life Sciences
Bob Giordano
Managing Director, Life Sciences
Bob has over 35 years of experience in the financial services industry, specializing in various aspects of the capital markets, with a strong focus on capital raising and consultancy for emerging life science companies.
Prior to his current roles, Bob was a partner at KCSA Worldwide, a middle market Investor Relations firm, for seven years until 2001. Following that, he founded his own boutique investor relations firm, ROI Group, with a primary focus on supporting early-stage, emerging companies, particularly in the life sciences sector. The firm regularly arranged capital introductory opportunities for its clients with life science-oriented investment banks. In 2007, he sold ROI Group and joined Jesup and Lamont as the Managing Director of its life science banking practice.
Bob’s educational background includes a B.A. from St. John’s University and an L.L.B. from St. John’s Law School. He also holds a Series 7 Securities License, grandfathered for Investment Banking activities.
Through his extensive experience in both investment banking and investor relations, Bob has developed an incredible skill set in seamlessly integrating both disciplines to provide comprehensive solutions for early-stage life science companies that are continuously seeking support in both areas.

Natalie Durbin
Strategic Partnerships &
Business Development
Natalie Durbin
Strategic Partnerships & Business Development
Natalie began her career in the stock market in the late 90s working for National Capital Companies, an investment bank advising and executing on middle market corporate finance and merger & acquisition transactions. Natalie fell in love with the entrepreneurial side of the industry, and had the pleasure of taking more than 500 companies public to the OTC market. From there, she branched out to explore all aspects of the industry, working in various capacities for reputable firms – such as Stifel Nicolaus, Lincoln Financial and Raymond James – utilizing Series 7, 24, 63, and 65 designations. More than two decades later, her passion and expertise is still channeled to help companies grow into thriving and successful public entities.

Ivan Klarich
Principal, Strategy & Investor Marketing
Ivan Klarich
Principal, Strategy & Investor Marketing
Ivan Klarich is a corporate strategist with a unique ability to quickly convert strategic thinking into tactical plans that can be efficiently implemented. Having a keen eye for potential points-of- failure and the ability to quickly discern what NOT to do, Ivan has frequently held the CEO or President title in a career spanning over 25 years of business leadership and investment management. He is a highly sought-after strategic consultant to CEOs and their boards and teams.
Ivan is looking to work with companies to strategically plan and execute with the purpose of aggressive growth, reorganization, and/or exit. He is equally at home as part of a consulting C-Suite or as full time management.
His skill sets are built on over 20 years of success working with companies in transition and working with investors in pre-investment analysis, operational restructuring and restructuring for M&A. Additionally, he has built and ran his own professional service and consulting companies as well as a high-end web development and digital marketing firm.

Shirley de Bruyn
Marketing Director
Shirley de Bruyn
Marketing Director
Shirley de Bruyn is a content and marketing specialist with over a decade of writing and marketing experience. She has been published in several South African Media outlets and holds a Masters Degree in English Literature from the prestigious Rhodes University in South Africa. Shirley is a passionate marketing guru, focused on storytelling and the art of simplifying complex ideas into understandable and interesting stories. She brings with her a passion for people, companies, and coffee.
