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Brad is a seasoned deal maker with over 20 years of executive experience in investment banking, Fortune 500 industry and public accounting.
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Key achievements:
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Extensive background and successful track record in planning, negotiating and executing numerous business transfers, restructurings and financings
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Experienced and driven negotiator focused on client results
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Specialist in selling and raising capital for privately held middle market companies
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Brad has negotiated and completed transactions representing companies across a wide spectrum of manufacturing, wholesale distribution and services industries. This broad experience combined with a deep understanding of the financial and operational issues affecting sellers and buyers enables him to excel at guiding his clients through the complex world of M&A transactions.
Highlights of Brad's career include serving as a Managing Director with Corporate Finance Associates (CFA), a middle market investment banking firm. His merger and acquisition experience also includes forming a successful investment banking and advisory firm and merging this operation into CFA. As Director of Finance for Burlington Northern Railroad Company, Brad helped to arrange and negotiate several billion dollars in financings including leveraged and operating leases, public and private debt and equity instruments. As a Senior Manager of KPMG Peat Marwick and Manager with Deloitte and Touche, Brad assisted many private and public clients with tax planning and various transactions. Brad also served as Director of U.S. Taxes for Flowserve Corporation, one the world's largest manufacturers of pumps, valves, and mechanical seals.
Brad is a graduate of Texas A&M University with Bachelor of Business Administration and Master of Science degrees in accounting. Brad is a Texas licensed Certified Public Accountant and a board member of the Dallas/ Fort Worth chapter of the Association for Corporate Growth, which is the investment banking and corporate community's merger and acquisition member association. |
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