M&A Featured Members

Vonda Tackett

VCST Interests, Inc.

29 years in a call center business, (Rite Response Answering & Call Center Services), merged with three other companies in 2015 to form (TAS United LLC). I am now preparing to make my exit and am looking for new opportunities. I am also interested and involved in real estate investing.

Tu Dao

Accounting-in-a-Box

Based in Houston, Texas, Accounting-in-a-Box® is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth individuals and non-profit organizations. Services rendered by its members cover a wide range of accounting and advisory services including Tax, Audit, Bookkeeping, Part-time CFO, Capital/Funding advisory, Business Valuation, and more.

What makes Accounting-in-a-Box stand out is the agility, responsiveness, and personalized services that are often seen at boutique firms while making an array of services available. Visit www.accountinginabox.com for more info and see what others say.”

Trey Flores

Aldridge

Aldridge is a technology management, consulting, and outsourcing company that specializes in providing best-fit IT and cloud computing solutions to midsize organizations and small organizations that are growing.

Founded and headquartered in Houston, TX, and with offices in Dallas, Fort Worth, and San Antonio, TX and Seattle, WA, our unwavering dedication, superior technical expertise, and deep understanding of business processes have transformed us into a trusted partner of clients across the nation.”

Shannon Stetson

Crestmark Bank

Crestmark Bank is an asset-based lender that provides working capital lines of credit up to $7.5MM. We are industry agnostic and finance a number of acquisitions.

Robin Stanaland

RMS and Company

We have been providing M&A Services for 16 years in the Houston area.

Phillip Zagotti

Zagotti & Burdette CPA, LLC

Zagotti & Burdette CPA, LLC is a full-service accounting firm conveniently located in the Galleria area of Houston, TX specializing in small to mid-sized businesses in a variety of industries.

The Zagotti & Burdette CPA Firm is dedicated to helping our clients reach their goals. We pride ourselves on providing excellent customer service: responding quickly, providing insight into tax and financial matters and providing value to our clients. This is because we honor the responsibility that comes with being the trusted business advisors to many Houston based business.

We provide a full range of accounting services.

Accounting Software: FreshBooks, CosmoLex, Xero, QuickBooks, Clio and Cheqbooks

Our staff of CPAs and financial professionals have years of experience helping Houston area businesses with their tax, audit and accounting needs.

To learn more please feel free to call us at (832) 800-3347 or visit our website at ZnBcpa.com.

Peter Vollers

Pilot Valuation, LLC

Pilot was formed in 2015. Our team of 7 valuation associates have certifications including: CVA, ASA, CPA, CIA, CFE, CMEA, and PhD, among others.

Our valuation services include SBA and conventional loan, divorce, litigation support, estate and gift tax, buy/sell agreements, new investor capital infusions, damages, Roll Over for Business Startups (“”ROBS””), price justification analyses, and Certified Machinery & Equipment Appraisals among others.”

Patrick Kennedy

Pan American Capital Group

I am interested in paying at the door. Currently, I am a securities broker who has had clients express an interest in selling their companies. These particular clients were long time business owners who built their businesses and were in their 60s/70s and were looking to exit. I have also spoke with customers and prospects who were looking to buy a business.

Noah Kruger

Savills Studley

Savills Studley is a global commercial real estate firm specializing in office and industrial brokerage solely on behalf of tenants.

Michael Rager

Corporate Memory Solutions

We help companies document and share the instinctual knowledge of their most valuable assets, Their People.

Mary Remar

DL Cambridge Development Group, Inc.

Multifamily Developers with 40 years of history in commercial and multifamily development in Texas, Florida and the Carolinas.

Lawrence Hackney

L. Franklin Hackney CPA, PLLC

Lawrence F. Hackney is a data analysis and process automation consultant with almost 30 years of experience. His first client assigned him to work with the assistant controller of a hospital system in developing their annual budget. The project required gathering, analyzing, and preparing reports for management decision making. He enjoyed the assignment so much, that it redefined the scope of his services. Lawrence F. Hackney has had clients in oil & gas, healthcare, death care, utilities, transportation, environmental & waste, finance institutions, manufacturing, etc.

At L. Franklin Hackney CPA, PLLC, I believe that information is not data until analysis, logic, and critical thinking are applied. I help clients see through their data to reach solid business decisions. Connecting data points in a logical and critical fashion requires focused effort and analysis.

L. Franklin Hackney CPA, PLLC provides a practical approach to applying analytical thinking to complex environments.  I provide data solutions.”

Krystina Newland

First Water Advisor

At First Water, we bring the full breadth of a large corporate, 7-figure finance team to small and mid-sized businesses to help them see around corners, and make faster decisions, and execute on critical initiatives such as financing and transactions. We do this by providing recurring advisory on a flat retainer fee.

Kristofer Russell

Venturity Financial Partners

Venturity empowers lower middle market clients ($50mm and under) by taking over all or parts of their back-office accounting function. We provide a sophisticated solution for companies that value great accounting.

How it works: http://venturity.net/how-it-works/

Kathy Mayle

MACCO Restructuring Group

MACCO Restructuring Group, LLC is a middle-market focused firm comprised of professionals with real world business experience who have led and managed companies, acted as CEOs, COOs, CFOs and Senior Lenders, and owned businesses. We have the experience and commitment to get the job done, affordably with straightforward solutions.

Kathryn Marcotte

NOW CFO

NOW CFO is a “”roll-up your sleeves”” full service outsourced CFO, operational accounting, and financial consulting services firm with singular focus on your company’s success. Our advisors are skilled professionals with extensive experience in financial reporting and management who will fix the accounting and finance problems all companies face.”

Joseph Morrel

Porter Hedges LLP

Porter Hedges is a mid-size, full service law firm with 100 attorneys in its Houston office. It assists clients from small start-ups to large national and multi-national organizations in all areas of business law. Specifically, the Firm has one of the most sophisticated corporate practices with lawyers who have counseled growth-oriented public and private companies ranging from NYSE-listed companies to start-ups. Additionally, the firm has a significant energy practice including asset acquisition and disposition, joint ventures, finance, litigation, international transactions, gas storage, and alternative/renewable energy.

Jim Hruzek

CPA

Marcum is the 15th largest CPA firm in the nation. (We were formerly GBH and were acquired in 2018.) I have over 30 years of experience assisting clients.

Jim Eaton

Business Acquisitions

Formed in 2009 by Jim Eaton in Albuquerque New Mexico. Recently has expanded to Houston and DFW, Texas, Willmington North Carolina and Binghamton New Your. Looking to expand to Denver and Pheonix. We specialize in main street and lower middle market M&A opportunities. Jim Eaton is a CPA and a life time member of the AICPA. All the brokers in Business Acquisitions have successfully attained the Certified Business Broker credential and are members of the International Business Broker Association. We maintain high professional standards to serve those that we work with in win-win-win business transactions.

Jeff Pendergraft

Wind Rose Group

WIND ROSE GROUP OFFERS A FULL RANGE OF ADVISORY SERVICES TO ITS ENERGY INDUSTRY CLIENTS

  • STRATEGIC ADVISORY SERVICES
  • COMMERCIAL ADVISORY SERVICES
  • FINANCIAL ADVISORY SERVICES, IN SUPPORT OF
    • MERGERS & ACQUISTIONS
    •  JOINT VENTURE TRANSACTIONS 
    • PRIVATE PLACEMENT OFFERINGS OF DEBT AND EQUITY  
  • ASSOCIATED LEGAL SERVICES

Jamie Sylvian

Nudge

Nudge is a communications business on a 5 year acquisitions strategy to build up a portfolio of complementary brands in the creative and communications sector.

Jack Chang

DGP Capital LLC

DGP Capital is a Houston-based lower middle market investment bank targeting industrial and energy-related companies with $1-5mm in EBITDA. Our services include M&A and capital advisory services.

Greg Chubon, MBA, CIC, CWCA, LRM, CSS

GSM Insurors Houston

As agency and managing principal of the Houston office, Mr. Chubon specializes in customizing property and casualty insurance programs using the latest in innovative risk management techniques. Programs designed inherently contain risk transfer and risk avoidance in conjunction with cost containment measures.

Mr. Chubon is a licensed agent for health, life, property and casualty insurance. His credentials include the professional designation of Certified Insurance Counselor (CIC), a nationally recognized designation conferred upon him by The Society of Certified Insurance Counselors. In addition, Mr. Chubon has been licensed as a Risk Manager by the Texas Department of Insurance.

Mr. Chubon graduated with a Bachelor of Science Degree in Engineering from the United States Military Academy at West Point. He then earned a Master of Business Administration from Embry-Riddle Aeronautical University, and attended graduate school at the University of Southern California in pursuance of a Masters in Systems Management. Upon graduation from West Point, Mr. Chubon served six years in the U.S. Army, attaining the rank of Captain.”

Grapeson Wilson

Duffelbags.com

We have been in the bag business since 1990! We really value our customers, making sure that your project is done right and on time. Our knowledgeable sales team can find a bag that fits your need and meets your price. Tell us what you have in mind and let us do the rest. We will help with bag selection, art or embroidery, and delivery.

Gerald (Gerry) Brisson

Transworld Business Advisors of Houston

HOUSTON’S #1 BUSINESS BROKER

Transworld Business Advisors of Houston is the city’s number one business broker for a reason: Our team of diverse and experienced business brokers have a combined 3000+ years of experience. Transworld specializes in providing the vital services needed to conclude successful company sales and purchases by assisting owners and buyers throughout every step of the process. They have achieved value for sellers and buyers of companies operating in various industries. Through their years of experience in Houston, they can ensure every client’s business is in front of thousands of qualified buyers on day one.”

Douglas Leyendecker

Leyendecker Executive Search

30+ years of executive search focused on the investment and corporate finance markets.

Dirk Moore

Hajjar Peters LLP

Hajjar Peters is a full-service business law firm, with a primary focus on corporate, real estate, estate planning and commercial issues. We offer a broad range of services for businesses of all sizes as well as entrepreneurs, and take pride in providing high quality legal advice, accurate and thorough representation, and committed client service. We partner with our clients using the compassion, creativity, and resourcefulness of a boutique firm, without the crippling fees. Our transactional sections spend all their time providing attentive and accurate results, while our litigation team aggressively pursues our client’s case to deliver the best outcome possible. Hajjar Peters LLP fulfills its commitments to both clients and community through persistence, integrity, knowledge and experience.

Deniz Senyurt

Turkish Consulate in Houston

I work as a Senior Trade and Investment Development Attache at Turkish Consulate and help Turkish companies do business in USA. By joining this group I am aiming to better serve to Turkish companies by having access to info on possible investment opportunities in the USA.

Dee Temple

MDT Business Consulting

Provide financial expertise to start-up, small and mid-sized businesses that need capabilities beyond the internal resources available. Provide leadership and expertise to the financial back office personnel to increase efficiency.

David Vise

Vise Retirement Consulting

We offer a full and complete line of investments and investment opportunities. One of the areas in which our team specializes is in the retirement planning and retirement plan area. Many people think that a 401(k) plan is “one size fits all.” In fact, we can customize a plan to fulfill the wishes, needs and desire of the ownership/management group.

David Tolson

Arete Advisors

Wealth Managers serving closely held business, their owners and their executives. Provide a range of services including: employee benefits, retirement plans, non-qualified executive incentive plans, key person risk management, and partner buy-sell funding for the business as well as financial planning, retirement income planning, estate planning and exit planning for the owners & executives of the company.

Corban Bates

Vantage Partners TX LLC

A Houston-based family office with investments into real estate and private companies.

Colleen Migl

Quadros Migl & Crosby PLLC

Quadros Migl & Crosby PLLC is a boutique law firm focused on practical and cost-effective solutions for business clients.

Cody Rodriguez

Iron Orchard

Iron Orchard is an oil & gas operating company based in Houston, Texas. Drawing on profound technical expertise and demonstrated operations proficiency, Iron Orchard identifies, acquires and enhances hydrocarbon production from underdeveloped and or bypassed reservoirs & acreage in U.S. onshore basins & fields. Iron Orchard is led by a proven and experienced management team, committed to generating value through disciplined acquisitions and the application of advanced production methods.

Chris Beasley

Sales Xceleration

Compass Sales Solutions With over 30 years of commercial leadership experience including turnarounds, plus the proven systems and tools from Sales Xceleration, I will build a path to consistent sales growth for maximum enterprise value, for both sellers and buyers. I do the work for my clients as Outsourced/Fractional VP of Sales, building a high performance team to deliver the process and growth my clients need.

Carolyn Morse

PowerLung Inc.

Founded in 1999, PowerLung commercialized a handheld product to help any individual improve their breathing for sports, fitness and health. Initial focus was on sports to generate revenue to fund commercialization of medical device primarily targeted for COPD and asthma. We are FDA Registered as Class I Exercise equipment. We are now experiencing recognition for medical conditions through Exercise as Medicine initiatives. I want to rapidly expand that for growth that leads to acquisition as a tuck under.

Bryan Luce

Principia Capital

Principia Capital is a team of entrepreneurs focused on acquiring one business that we will personally operate and grow over the next 15+ years. We are committed to devoting 100% of our time, effort, and capital to the ultimate business we acquire. Principia is led by entrepreneurs and seasoned operators who have direct experience in growing privately held companies.

We are not financial buyers or a large corporation and our strategy is not cutting costs and eliminating jobs. Our goal is to preserve the legacy an owner has built by maintaining strong employee relationships which we believe is fundamental to driving long-term growth and taking the business to the next level.

Brent Stanley

Data Room Consultants LLC

Data Room Consultants LLC (“”DRC””) brings document categorization technology to the VDR experience, automating the organization of documents by type using visual similarity algorithms and an extremely simple process. Benefits to the sellers, bankers, and attorneys include a reduction in time and expense to get the right documents ready for buyer review.
https://www.drc-llc.com/

Brandy Milam

Scout Employer Solutions

Scout Employer Solutions provides recruiting as a managed service for small and medium sized businesses. By providing this ongoing service at a monthly subscribed cost, we can save you money on recruiting expenses while creating value by implementing or streamlining recruiting processes that build your employer brand.

Brad Tait

Tait & Associates Mergers and Acquisitions

Brad Tait founded the company in 2003 after leaving his career as an experienced Senior Executive in the Internet, Franchising, M&A and Retail Entertainment industries. Before leaving the corporate world he amassed over 30 years of exceptional performance and a proven track record of achieving exemplary results. He has now been working in mergers and acquisitions, both at a corporate and an independent capacity for over 25 years. His experience buying and selling companies, handling operational conversion of acquisitions, business consulting, marketing business transactions, starting new businesses from scratch and his experience in franchise development have all contributed to his expertise and success. It is important for you to have a broker that understands all aspects of a business transfer transaction and our firm fills that critical need.

Bob OConnor

Mutual of Omaha Bank

7 year old bank with approximately $7 billion is assets. We are a subsidiary (separate LLC) of the 100+ year old insurance company.

Barbara Kosmerl

Lucas Group

Barbara specializes in Accounting and Finance Search and Recruitment in the Houston market since 1996. She demonstrates remarkable skill in assisting her clients to find the right key people at the right time. She is dedicated to helping companies solve business challenges, benefit from opportunities, and navigate changing landscapes. From accountants to controllers and financial managers to CFOs, Barbara reliably delivers the professional talent companies require.

Barbara’s notable network of established and experienced professionals throughout the accounting and finance industries enables her to quickly and efficiently identify and secure the people her clients need. Deeply rooted in the Houston market, Barbara knows who to call and how to deliver. Having successfully served the oil and gas, energy, and oilfield services industries for many years, Barbara also delivers impressive results to private equity and mid-market companies seeking financial leadership to address a transition, merger, acquisition, reporting, or other significant event.

Dependable precision is at the root of her impressive track record, Barbara is committed to engaging her service-oriented nature to provide the responsive and consultative search results both her clients and candidates have come to expect. Understanding industry trends as well as geographic pressures and demonstrating insightful market intelligence, she intuitively directs outcomes that drive financial performance and clear business success.

Originally from Pennsylvania, she attended the Philadelphia College of Performing Arts, Barbara fosters creative solutions both in and out of the office. As a musician, writer, artist and game creator, she understands that developing change is a positive force. Committed to service, she seeks to deliver ideal solutions to today’s challenges while maintaining a clear focus on tomorrow’s opportunities.

Austin Tenette

FocalPoint Coaching and Training

As a FocalPoint business coach, I am passionate about the success of business owners and leaders. I work with these leaders to help them achieve their next level of exceptional performance.

Over the course of an engagement clients can expect to achieve a dramatic improvement in the efficiencies of their people and their processes, which typically results in improved profitability.

Increased profits creates options for owners- allowing them to make strategic growth investments, spend more time away from the business or strategically plot an exit from the business at an above market valuation.

We accomplish this by deploying a proven success framework co-developed by the world’s leader in small business performance improvement – Brian Tracy and other leading business gurus. I deploy the success framework, in conjunction with my 30+ years of business experience and the knowledge of my 200+ fellow coaches, to address the unique needs of each client.

Anthony Cardiel

SLBiggs

SLBiggs is a specialty accounting firm focused on forensic, valuation, and litigation in the areas of insolvency, forensic, probate, and transaction matters.

Aaron Woo

McCullough Sudan

Corporate, Transactional, Finance and M&A

Fred Costa

NSC Information Technology Group

NSC Information Technology Group is an IT Outsourcing Company that provides small to enterprise size companies a comprehensive solution that enables business owners to concentrate more on growing their business and worrying less about IT.

From IT Outsourcing, Consulting, Network Design and Integration, Disaster Recovery, Project Management, Data Backups, Cabling and other IT Services, NSC IT Group is your IT partner. All of our IT Support plans are customized to fit your needs so that you can worry less about IT and spend more time running your business.

Garrett Pye

Allegiance Bank

Business lender at Houston based Allegiance Bank.

Mike Skowronek

Specialize in preparing formal business valuations for M&A, Buy-Sell Agreements, Estate Planning, etc. Also provide consulting services to business owners for planning purposes. Both Mike Skowronek and Steve Broder are Certified Valuation Analysts (CVA) and members of the National Association of Certified Valuators and Analysts (NACVA).

Ray Fernandez

Cresset

Fee Only Registered Investment Advisor / Multi Family Office / Tax Planning and Investment Advisory Firm

Gretchen Lawler

G&A Partners

We help businesses do what they do best.

You care about your people and your business. But managing HR paperwork and processes has you spending large parts of your day on tasks that aren’t connected to your core business. And while HR may not be your specialty, it is ours.

By providing proven solutions and technology in the areas of human resources, employee benefits, payroll administration and workplace safety, G&A alleviates the burden of tedious administrative tasks and allows you to focus your time, talent and energy on growing your company.

As an HR outsourcing provider, G&A Partners gives you back the time you need to focus on your business. Our partnership doesn’t start with a sales pitch, it starts with discovering your unique business needs and crafting a customized, transparent solution. With certified HR experts, cutting-edge technology and a client-centric approach, we minimize your HR burdens and help you build people strategies that allow you to achieve your business goals.

Bob Vinson

Vinson & Vinson, LLC

Business broking and growth advisory and capital raising for lower mid-market companies.

Andrew Voytas

Black Dot Designs

We offer website design, administration, search engine optimization, and digital advertising. With 10 years experience we have the technical skills to design, build, and implement any business need. We will take care of all your website needs so you can focus on your business.

https://blackdotdesigns.com

George Kurisky

JOHNSON DELUCA KURISKY & GOULD, P. C.

Transaction and trial attorneys. We are former big firm partners who determined to provide legal services better, faster and cheaper in a mid sized firm environment. We are problem solvers; deal makers, not deal breakers. M & A, real estate, banking, securities, labor and employment, bankruptcy, workouts, creditors rights, oil and gas, mortgage lending and servicing. Buy Side. Sale Side. Your Side.