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

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

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

Direct interaction with private equity as a seller and buyer

Bret Pardue

Founding Partner

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

Emma Kirchhofer

Director of Strategy & Transaction Support

19+ years in strategy, operations, and marketing

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

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

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

Jesse Jordan

Financial Analyst

ERP Implementation Specialist

Fractional CFO experience

B.S. in Accounting and Finance

Marjory Loebe

Marketing Systems and Program Manager

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

David Deslatte

Senior Financial Advisor

26+ years of private & public company accounting experience

As CFO, involved in divestitures and sales of 2 closely-held companies

Controller roles in midstream, construction, shipbuilding, & aerospace

Meet Our Affiliated Consultants