Trusted M&A advisors.

AUSTIN, TX

Mark has 27 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 18 years of professional services experience including 15 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 17 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 18 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 23 years of professional services experience including 22 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 15 years of professional services experience including 12 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)

BOISE, ID

Catherine has 13 years of professional services experience including eight 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 over 10 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 11 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 13 years of professional services experience including 7 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)

CHICAGO, IL

Lara has more than 24 years of experience providing operational and administrative support to professional services firms ranging from boutique practices to global organizations. She specializes in developing practical solutions to complex challenges, managing details with precision, and fostering a collaborative and supportive team environment.

• Prior experience: Alvarez & Marsal, Arthur Andersen, QDI Strategies
• Education: BA, North Park University

ATLANTA, GA

Brit has 13 years of professional services experience including eight 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)

HOUSTON, TX

Tony has 19 years of professional services experience including 11 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including manufacturing, business services, oilfield services, midstream, power and utilities, and transportation.

• Prior experience: PwC, Baker Hughes, Alvarez & Marsal
• Education: BBA, MPA, & MBA University of Texas at Austin
• Certifications: Certified Public Accountant (CPA)

DENVER, CO

Beata has over 10 years of professional experience, including 8 dedicated to providing financial due diligence and transaction advisory services to private equity firms and corporate clients. She has experience across a variety of industries, with a focus on manufacturing, industrials, and consumer products.

• Prior experience: KPMG
• Education: BSBA, Northeastern University
• Certifications: Certified Public Accountant (CPA)

HOUSTON, TX

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

• Prior experience: KPMG, RSM
• Education: BBA and MAcc, Baylor University
• Certifications: Certified Public Accountant (CPA)

NEW YORK, NY

Dean has over 13 years of professional services experience including 9 years of dedicated M&A advisory experience. His experience spans a wide variety of industries, including manufacturing, consumer products, retail, real estate, hospitality and leisure, and publishing.

• Prior experience: PwC
• Education: BAccSci and CTA, University of the Witwatersrand
• Certifications: Chartered Accountant (South Africa)

AUSTIN, TX

Zi has 13 years of professional services experience, including seven 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)