Trusted M&A advisors.

AUSTIN, TX

Mark has 26 years of dedicated M&A advisory and investment experience. His experience spans a wide variety of industries, including manufacturing, industrials, consumer products, supply chain, home services, wellness, fitness, and life sciences.

• Prior experience: PwC, EY, Alvarez & Marsal
• Education: BBA, University of Texas at Austin and MBA, UCLA Anderson School of Management
• Certifications: Certified Public Accountant (CPA)

MINNEAPOLIS, MN

Matt has 17 years of professional services experience including 14 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including software and technology, manufacturing, industrials, consumer products, supply chain, life sciences, a variety of business and consumer service models, franchise models, among others.

• Prior experience: PwC, Alvarez & Marsal
• Education: BSB, University of Minnesota – Carlson School of Management
• Certifications: Certified Public Accountant (CPA)

BOSTON, MA

Chris has 16 years of professional services experience including 14 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including residential services, business services, manufacturing and industrials, distribution, consumer products, and retail.

• Prior experience: Deloitte, Alvarez & Marsal
• Education: BBA and MSA, University of Massachusetts Amherst
• Certifications: Certified Public Accountant (CPA)

SAN DIEGO, CA

Tom has 17 years of professional services experience including 14 years of dedicated M&A advisory experience. His experience includes the following industries: software, technology, business services, fitness and recreation and wellness.

• Prior Experience: PwC, Alvarez & Marsal
• Education: BA, University of Leeds, U.K.
• Certifications: Fellow Chartered Accountant (FCA)

BOSTON, MA

Dave has over 22 years of professional services experience including 21 years of dedicated M&A advisory experience. He has participated in a multitude of transactions spanning a variety of industries including business services, manufacturing, distribution, life sciences, retail, and consumer goods and services, among others.

• Prior experience: PwC, Alvarez & Marsal, Berkeley Research Group
• Education: BS, Boston College, summa cum laude
• Certifications: Certified Public Accountant (CPA)

CHATTANOOGA, TN

Thomas has 14 years of professional services experience including 11 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including manufacturing, distribution, business services, hospitality and leisure, and consumer products.

• Prior experience: PwC, Alvarez & Marsal
• Education: BS, Wake Forest University and MAcc, University of Tennessee
• Certifications: Certified Public Accountant (CPA)

MINNEAPOLIS, MN

Vincent has 13 years of professional services experience including nine years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including manufacturing, home services, healthcare, and software.

• Prior experience: PwC, EY
• Education: BBA, Saint Mary’s University of Minnesota and MSA, University of St. Thomas
• Certifications: Certified Public Accountant (CPA)

ATLANTA, GA

Brit has 12 years of professional services experience including seven years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including business services, manufacturing, distribution, renewable energy, and communications.

• Prior experience: EY, Alvarez & Marsal
• Education: BBA and MAcc, Georgia Southern University
• Certifications: Certified Public Accountant (CPA)

BOISE, ID

Catherine has 12 years of professional services experience including seven years of dedicated M&A advisory experience. Her primary areas of concentration are in the consumer and industrial products sectors, including manufacturing, distribution, retail and business services.

• Prior experience: PwC, Alvarez & Marsal
• Education: BBA and MSA, University of Georgia
• Certifications: Certified Public Accountant (CPA)

CHICAGO, IL

Jeremy has nine years of M&A data analytics experience. His experience span various industries such as residential and business services, healthcare, manufacturing, distribution, consumer products, and retail. He has also supported clients with operational strategy, post-close data strategy, data governance, and the development of KPI-driven operational reporting and dashboards.

• Prior experience: KPMG, Alvarez & Marsal
• Education: BS, University of Missouri
• Primary Tools Used: Alteryx, SQL, Snowflake, Tableau, Power BI

CHICAGO, IL

Morgan has ten years of accounting and transaction advisory experience. His experience includes the following industries: manufacturing, distribution, retail and consumer, healthcare, and technology.

• Prior experience: Crowe Horwath, PwC
• Education: BS, Purdue University
• Certifications: Certified Public Accountant (CPA)

BOSTON, MA

Brendon has 12 years of professional services experience including 6 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including life sciences, manufacturing, software and technology, consumer products, and business services.

• Prior experience: Deloitte, Alvarez & Marsal
• Education: BS, Boston College
• Certifications: Certified Public Accountant (CPA)

AUSTIN, TX

Zi has 12 years of professional services experience, including six years of dedicated M&A advisory experience. His industry background includes technology, media & entertainment, consumer products and supply chain, with a primary focus on software-as-a-service (SaaS) and tech-enabled business service enterprises.

• Prior experience: Deloitte, KPMG
• Education: MSA, University of Texas
• Certifications: Certified Public Accountant (CPA)