Surround Yourself With The Best

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

Senior Leadership

Matt Gilbert

Founding Partner

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31+ years as Founder, Partner, President, CEO, & Shareholder

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Major shareholder in 2 businesses that were acquired by Fortune 500 companies

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Direct interaction with private equity as a seller and buyer

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Matt Gilbert

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Bret Pardue

Founding Partner

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

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Highly-skilled negotiator and deal-team leader

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

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Bret Pardue

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Emma Kirchhofer

Director of Transaction Support

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19+ years in strategy, operations, and marketing

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Experience in manufacturing, oil & gas upstream/downstream, and consulting

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M.B.A. with B.S. in Engineering

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Emma Kirchhofer

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Bruce Lancaster

Chief Financial Officer

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27+ years of senior executive experience

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5 roles involving turnarounds and/or restructuring

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Licensed CPA & Chartered Global Management Accountant

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Bruce Lancaster

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Raul Rizo-Patron

Senior Deal Team Leader & Director of Buy-Side Services

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Over 20 years of M&A experience

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Specialized in buy-side representation

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M.B.A. in International Business

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Raul Rizo-Patron

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Jesse Jordan

Financial Analyst

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ERP Implementation Specialist

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Fractional CFO experience

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B.S. in Accounting and Finance

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Jesse Jordan

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Marjory Loebe

Marketing Director

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24+ years of Marketing and Communications Experience

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Started own business which sold in 2020

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M.B.A. with emphasis in Marketing

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Marjory Loebe

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Scott Bastian

Relationship Development

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

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

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

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Scott Bastian

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Lisa Lopez

Deal Documents Manager

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Over 30 Years Proposal Management Experience

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Client Engagement Specialist

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Private and Public Sector Experience

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Lisa Lopez

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Meet Our Affiliated Consultants