Interviews

Tell us about yourself independent of your work? I’m originally from New England but I had a nomadic childhood.  My family lived in New Hampshire, Vermont, Oregon, Idaho, and Virginia through my high school graduation; this resulted in a nuanced accent (southern in nature now) and a hodgepodge of sports teams I support.  My father […]

Tell us about your pre-M&A career and how it led you to doing this work? Prior to getting into brokerage, I owned a small car dealership with my dad. That was a great experience as it taught me all the reasons why most Seller’s want to sell and how difficult that decision can be. A […]

Tell us about your pre-M&A career and how it led you to do this work? From the beginning, my work had a heavy dose of M&A and securities work. During 10 years at Coopers & Lybrand, I had leadership roles in numerous IPO’s and acquisitions, including the Hicks & Haas acquisition of 7UP and a […]

Tell us about your pre-M&A career and how it led you to doing this work? I spent a large part of my career in corporate life – mostly building/leading client facing teams (sales, business development, professional services).  I was a technical sales/biz dev oriented person comfortable with large, complex, multi-faceted “solutions” (term over used for […]

Tell us about your pre-M&A career and how it led you to doing this work? Before joining the M&A community, I suspect my career was like the careers of many other professionals in this space. Focus, curiosity, a love of problem solving, and a desire to serve Community was a way of life for me. […]

Tell us about your pre-M&A career and how it led you to doing this work? I have always had an entrepreneurial spirit and have had a couple of businesses over the years that were successful. Additionally, for a little over a decade, I was an outside bookkeeper and accounting consultant and worked closely with business […]

Tell us about your pre-M&A career and how it led you to doing this work? My entire career has been in successful sales to business owners. I started working for Lanier Worldwide selling copiers and fax machines from 1992-1995. I achieved the highest level- earning President’s club in 1995. My second job was with an […]

Tell us about your pre-M&A career and how it led you to doing this work? Many, many moons ago when gas prices were beyond the reach of normal American citizens, inflation was in double digits, and another great Democrat governed the land (i.e., Jimmy Carter), I enrolled at Colorado State University in its Master of […]

Over the past few months, we have been featuring award winners from the Spring M&A Source Conference in Denver. This month we hear from Jack Schroeder, a young entrant in our industry. Jack Schroeder is an M&A Source Executive Award Winner and Associate Director with Murphy McCormack Capital Advisors. In 2020, Jack graduated with high […]

Monty W. Walker, CPA, CGMA, CBI,  of Walker Business Advisory Services, is a member of the M&A Source Leadership Committee and is the go-to guy for tax, exit, and transition strategies for our members. Monty is a member of the American Institute of Certified Public Accountants, the Texas Association of Certified Public Accountants, the International Business Brokers Association, and the Texas Association of Business Brokers. He has been recognized […]

Tell us about your pre-M&A career and how it led you to doing this work? I started my career in public accounting doing audits of SEC companies based out of NYC. I call myself a ‘recovering CPA’ as I let my license lapse many years ago. From there I jumped into Financial Services, working at […]

Robert Latham is the founder and President of Altapraem M&A Advisors. Prior to forming Altapraem, he was the Vice President and a top producing broker of the Houston office of Transworld Business Advisors. Bob has worked in a wide spectrum of industries including heavy manufacturing, petrochemical equipment, aerospace and defense, construction, gas transmission, plastics and […]