What Clients are Saying

Sari Frank

Principal, The Kinexion

I represent affluent clients both domestically and internationally to facilitate financing with equity or debt on very large commercial projects.

One of the International real estate development projects we hired Xnergy Financial to secure financing for is in a country that has not ever been able to secure private financing and at this level of a $500 million project.

I have worked with several different entities and no one compares to the expertise, effectiveness and responsiveness of Xnergy Financial.

Their expediency and strategies are far beyond what I expected.

An added bonus is that everyone at Xnergy Financial is incredibly easy to work with and truly care about my clients and their success and profitability.

Financing at this level is an arduous journey, but they make the ride enjoyable and give me the peace of mind.

After finally finding the best company for my clients, I no longer need to look elsewhere for my financing needs.

I highly recommend Xnergy Financial.

Sayed Ali

CEO, Interpreters Unlimited

Interpreters Unlimited (company), a leading supplier of language transcription services, engaged Xnergy Financial (Xnergy) as its exclusive investment bank to raise capital for the acquisition of Albers & Alnet Languages & Transportation. 
Xnergy introduced the company to a wide range of investors with different emphasis in the capital stack and presented us with a variety of viable financing options. The company subsequently selected an investor that met the conditions of financing, at the rate, and with terms that were contemplated by Xnergy and the company at the outset of engagement. We are very pleased with the services provided by Xnergy. 
We would recommend the investment banking team at Xnergy to any company looking to raise capital. Xnergy delivered as promised in a timely fashion. 

F. Del Agnew

President, EquityMetrix, LLC

EquityMetrix, an information service company in the oil and gas sector had engaged Xnergy Financial, LLC to raise capital for further business growth and development. The investment banking team at Xnergy managed the process with professionalism, and executed the transaction efficiently and effectively. Xnergy introduced EquityMetrix to a wide number of financial partners and investors and managed the process to successfully close with the right financial partner. EquityMetrix is pleased with the level of professional service, experience and extensive investor relationships Xnergy provided. EquityMetrix highly recommends Xnergy as an investment banking firm to emerging growth companies who seek capital.

Marshall D.

Business Intermediary, Pacific Continental Realty

I had the opportunity to discuss a business dealing with Nia and was highly impressed with her business knowledge, experience and complete professionalism. Nia is a powerhouse-- of deal making, expertise and experience. Thoroughly recommended!!!

Trish Lee

Nelson Shelton & Associates

Nia is a savvy business woman who is an excellent negotiator and knowledgeable about many aspects of business. If you are in need of someone to help you raise money for your business, you can definitely use Nia and Xnergy LLC

Cheryl Shuman

C.E.O., CherylShuman.com

I am fortunate to have met Nia in Beverly Hills where she was already at the forefront of marketing and networking. Nia is one of the best in the industry! I'm looking forward to working with her again in the future and highly recommend her to others

Robert K. Whyte

Founding Managing Partner, Diamond Capital Partners

Mere words do not describe how much I like and respect Nia. Smart, ahead of the curve, great business person and beautiful in and out, I truly like working with her on projects. I have known Nia for many years, and respect her sharp ability to understand complex financial problems. I am pleased to call her my friend and business associate.

Ed Mccabe

President, Gruppo, Levey & Co

Nia, was a high energy manager with a firm grasp of business and compliance issues. She listens and addresses matters directly and clearly. Pleasure to both work for and with.

Paul Soscia

Owner, High Falls Consulting

I found Nia to be very analytical in sorting out complex business issues with practical and economically sound solutions. She is a quick study in understanding the myriad of technologies she is confronted with.regarding potential clients that were not a fit for Xnergy's investment criteria, she would offer solid alternatives that they might explore in an attempt to reach their objectives.

Bill Reichert

Managing Director, Garage Technology Ventures

Nia and Xnergy are a great team. They are good people, plugged in, hard-working, and well respected.

Dan Shiff,

Vice President, Asset Owner Group - Prime Brokerage Sales, Morgan Stanley

Nia, is on top of her game, professional, hard-working, honest, instills integrity, is a team player, and most importantly GETS IT DONE! At all costs. I use her as my banker any day.

Jane Linter| Media Professional

Producer/Director, StyleZoneTV Productions, inc.

Nia was first introduced to me via a group of established Lawyer friends in Los Angeles. I have several projects I have developed with Nia over the years. She is a Stellar businesswoman, with a trackrecord of proven successes. Her legal and business skills are first rate and her business acumen is second to none. I often turn to her for advise, business analysis and market trends. She is the leader of the pack in terms of business prowess!

Khalid Pervaiz

Senior VP, Merrill Lynch

Nia is full of energy and very goal oriented.

Suzan Brittan-Gault

Owner, Brittan House Entertainment

These are the facts about NIA:
- SMART
- SHARP
- DETAILED
- EASY TO WORK WITH
- ETHICAL
- KNOWS HER BUSINESS BETTER THAN ANYONE!!
It was a pleasure and an honor to work with Nia and she is an asset to any business that wants to work with her. She is flexible, relate able and understands the mechanics of a deal. I recommend her as a professional and more importantly as a person.

Paul Goldman

Principal, Goldman Holdings, LLC

I've known Nia Stefany for going on 8 years now and in all that time she's provided consistent, learned and level headed advisory services with integrity. Her perspective and relationships have been invaluable to our firm. I highly recommend Nia.

Sarah Kirkpatrick

Business Consulting Firm, The Patent Department

I have known and worked with Nia Stefany on a variety of business projects for over ten years both in San Diego and in Los Angeles. I knew Nia as a young attorney just out of law school and have worked with her as she has progressed as a banker and opening her own firm at Xnergy. Nia is hard working and personable. She is also instinctive is putting people together. I would recommend Nia as both a client and business partner.

Richard Lange

Director of Business Development, Stonefield Josephson

Nia is a very talented and detail oriented banker and business woman. Nia understand all aspects of the financing and operational sides of the business. She has an amazing rolodex and is constantly creating new and different ways to help companies achieve their goals. I would strongly recommend you speak with her and get to know Nia

Bob Palladino, MBA

Founder, Med Tech Transfer

Nia is an energetic, brilliant professional with great vision and ideas. She has an extensive network of investors and corporate contacts which provide significant value to her clients.

Lawrence Schiavi

Investment Banker, Xnergy Financial

Top qualities: Personable, Good Value, High Integrity

Craig Isaac

Senior Account Executive, Emblaze Systems/WebRadio.com

I am fortunate to have met Nia during the dot-com revolution where she was already at the forefront of investment banking and networking. Responsible for introducing me to LinkedIn in 2004, she is always looking out for ways that she can support her associates.

Mark Hamade,

People Officer, DATASKILL

Nia is extremely intelligent, hard working, and one of the best in the industry that I have come across. She is honest and forthright, yet always willing to help and support. Anytime I have asked her anything or requested something, she has been gracious and extremely helpful. I am honored and humbled to know her. If I could describe her in one word, it would be she is impeccable.

Buck Jones

Owner, Andromedae Corp.

I have known Nia for over 8 years and she is one of the top, most intelligent ladies I have had the pleasure of knowing. Concrete advice from Nia is based on her education, professional network, and field experience. I recommend her and her company Xnergy for any project that one might need help with.

Brian Zucker

Managing Member, Zucker & Associates, LLP

Nia's passion and determination are her keys to success. I have no doubt she can achieve great goals for both her firm and clients. It is a pleasure to be associated with Nia.

Alan Rude

President, R W Wentworth & Co., Inc

Nia is a professional investment banker with excellent communications skills and good follow-through. She is energetic and intelligent and I believe that she has the highest ethics. I would endorse her as a business colleague without reservation.

Lauriann Wright

Attorney

I would highly refer any of my clients or colleagues to Nia for their m&a, securities, and business advisory needs. She is very experienced, smart, and very good at what she does. And a pleasure to work with.