Bio
Credentials
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Board Certified Broker
Texas Association of Business Brokers (TABB) -
Certified Business Intermediary
IBBA - International Business Brokers Association -
Certified Public Accountant
Texas State Board of Public Accountancy -
Merger and Acquisition Master Intermediary
M&A Source
Experience
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The Oil and Gas Advisor
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Tyler, Irving, Tulsa, Williamsport
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Founding Principal
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Aug 2013 - Present
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Tyler, Irving, Tulsa, Williamsport
Mergers & acquisition and business brokerage. 23 years representing oil & gas related companies as a CPA followed by 15 years representing oil & gas companies in M&A transactions have provided a wealth of knowledge and insight into the industry, its players, and the specializatio...
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Managing Director
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Dec 2003 - Present
Mergers and acquisitions, business brokerage, business valuations
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M&AMI, Fellow of IBBA
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1998 - 2010
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Partner
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Sep 1998 - Dec 2003
General business brokerage and middle market acquisitions.
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Managing Partner
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Jun 1992 - Sep 1997
Certified Public Accountants, Carthage, TX
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Managing Partner
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Jun 1982 - Jun 1982
Certified Public Accountants, Carthage, TX
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Owner
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Jun 1981 - Jun 1982
started public accounting firm, Carthage, TX
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Senior accountant
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Jun 1974 - 1977
Senior staff auditor for publicly traded companies
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Education
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1971 - 1974Texas McCombs School of Business
Suggested Services
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Industry Focus. “Mergers and Acquisitions, Finance”
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