Manager, Operation Strategist

• Aug 2023 - Present

M&A Manager

• Oct 2018 - Aug 2023

Lutz M&A is a Nebraska-based mergers and acquisitions advisory firm. We provide M&A services to profitable businesses with sales of approximately $5 to $50 million, across a wide range of industries. Our focus is to market Midwest-based companies for sale, recapitalization or new investment. We generally utilize a market-driven and competitive process to drive successful outcomes, all in a highly confidential manner. Lutz M&A is a Nebraska-based mergers and acquisitions advisory firm. We provide M&A services to profitable businesses with sales of approximately $5 to $50 million, across a wide range of industries. Our focus is to market Midwest-based companies for sale, recapitalization or new investment. We generally utilize a market-driven and competitive process to drive successful outcomes, all in a highly confidential manner.

Valuation Analyst

• Nov 2016 - Oct 2018

Assurance & FAAS Associate

• Sep 2015 - Nov 2016

Credit Risk Management Intern

• Apr 2013 - May 2014

• Analyzed an investment opportunity and presented it to the investment committee for an approval vote where it was unanimously approved • Collaborated with various credit analysts to analyze financial information from company annual reports and input the data into financial spreadsheets • Gained insight into a variety of domestic, foreign, public and private companies from different industries and the varying accounting standards used • Analyzed an investment opportunity and presented it to the investment committee for an approval vote where it was unanimously approved • Collaborated with various credit analysts to analyze financial information from company annual reports and input the data into financial spreadsheets • Gained insight into a variety of domestic, foreign, public and private companies from different industries and the varying accounting standards used

Accounting Intern

• Nov 2011 - Apr 2013

• Audited “return premium” and “commission adjustment” check requests • Assisted with preparation of various schedules needed for annual audited financial statements for assigned companies • Assisted with coordination of a Specialty Risk medical malpractice insurance program • Monitored Letter of Credit workflow, including monitoring collateral requirements • Audited “return premium” and “commission adjustment” check requests • Assisted with preparation of various schedules needed for annual audited financial statements for assigned companies • Assisted with coordination of a Specialty Risk medical malpractice insurance program • Monitored Letter of Credit workflow, including monitoring collateral requirements

Assistant Shop Manager

• Jun 2007 - Aug 2011