Trusted M&A advisors.

AUSTIN, TX

Mark has 25 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 16 years of professional services experience including 13 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 15 years of professional services experience including 13 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 16 years of professional services experience including 13 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 21 years of professional services experience including 20 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 13 years of professional services experience including 10 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 12 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 11 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 11 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 eight 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 nine 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 11 years of professional services experience including 5 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)

MINNEAPOLIS, MN

Bennett has more than 10 years of professional services experience between accounting and transaction advisory. His experience includes advising both private equity and strategic clients on many aspects of buy-side & sell-side transactions including financial due diligence, consolidation accounting, revenue recognition, historical and projected NWC, deviations from GAAP, and carve-out financial statement impacts. His industries of focus have been healthcare, life sciences, software, and consumer & industrial products.

• Prior experience: Deloitte
• Education: BA, Augustana University
• Certifications: Certified Public Accountant (CPA)

AUSTIN, TX

Zi has 11 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)