Our Team

Experienced M&A professionals specializing in:
Operations, Accounting, Finance, Marketing, Strategy, and Engineering
as Founders, Owners, CEOs, CFOs, Presidents, Board Members, Directors, Managers, Controllers, and Analysts

Bret Pardue

President - CEO

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Bret Pardue

Bruce Lancaster

Chief Financial Officer

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Bruce Lancaster

Raul Rizo-Patron

Senior Deal Team Leader & Director of Buy-Side Services

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Raul Rizo-Patron

Marjory Loebe

Marketing Director

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Marjory Loebe

Scott Bastian

Relationship Development

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Scott Bastian

Lisa Lopez

Deal Documents Manager

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Lisa Lopez

Our Team in Houston

Our Team

Bret Pardue

President - CEO

30+ years as Managing Partner, CEO, Founder, & Shareholder

Highly-skilled negotiator and deal-team leader

Specializes in revenue & profit growth, value creation, and Owner/CEO coaching

Bruce Lancaster

Chief Financial Officer

27+ years of senior executive experience

5 roles involving turnarounds and/or restructuring

Licensed CPA & Chartered Global Management Accountant

Raul Rizo-Patron

Senior Deal Team Leader & Director of Buy-Side Services

Over 20 years of M&A experience

Specialized in buy-side representation

M.B.A. in International Business

Marjory Loebe

Marketing Director

24+ years of Marketing and Communications Experience

Started own business which sold in 2020

M.B.A. with emphasis in Marketing

Scott Bastian

Relationship Development

20+ years of global leadership in chemical, coatings, industrial, and materials companies

Specializes in long-term vision & strategy development including business redesign

Experienced in bankruptcy recovery, business divestitures, IP, JVs, and M&A

Lisa Lopez

Deal Documents Manager

Over 30 Years Proposal Management Experience

Client Engagement Specialist

Private and Public Sector Experience