Each member of our team brings unique experience, professionalism and integrity to the sell side M&A advisory process.
Lawrence (Larry) Schumann
Managing Director, M&AMI, CBI
As he ascended to CEO of a NYSE listed company, Larry participated as the buyer or seller in nineteen merger & acquisition transactions, of companies with sales from $2,000,000 to $250,000,000. With over 25 years of actual deal-making experience, Larry brings an in-depth understanding of the dynamics of the merger & acquisition process to his sell-side engagements, resulting in maximum value to the business owner. Larry is a former Executive Vice President for the Texas Association of Business Brokers, and is an active speaker on mergers and acquisitions.
Larry is a Series 7, 66 and 79 Registered Securities Representative, licensed through Statesman Corporate Finance, LLC, a FINRA member firm. (www.statesmanbiz.com)
Managing Director, M&AMI, CBI
As an entrepreneur who built and sold a successful wholesale distribution business serving the grocery industry in 16 states, Phillip understands the business sale transaction from both the buyer’s and seller’s perspective. His “Big 8” public accounting experience, coupled with experience in completing transactions in the manufacturing, distribution, printing, service, and numerous other industry sectors over his career provide him with insight into the merger & acquisition process. He is an active speaker and writer on business transaction and valuation topics, and received the industry’s highest designation, Merger & Acquisition Master Intermediary, held by less than 80 professionals, in 2005. Phillip is also a Certified Business Intermediary, and holder of a Texas Real Estate Salesperson’s License.
Phillip is a Series 7 and 66 Registered Securities Representative, licensed through Statesman Corporate Finance, LLC, a FINRA member firm. (www.statesmanbiz.com)
Senior Associate, CBI, BCB
As an entrepreneur with over thirty years of experience, John relates well to owners/shareholders and is motivated by helping others achieve their success through business divestitures, mergers and acquisitions. John was a founder in a startup company that grew to 50 million dollars in revenue in a five year period and he managed five of the business locations in the southwest. After the business sold to a Fortune 500 company, John provided sales and marketing consulting. John then bought a business from Corporate Investment and later merged the company with a larger entity that served clients in over forty states and several foreign countries. His experience in business operations, marketing, sales and business divestiture, merger and acquisition earned him knowledge useful for business owners considering selling their companies.
Monica Jomah is an innovative business professional with over 18 years in business experience managing, developing, implementing and consulting on business processes and entrepreneurial ventures. She has held executive leadership positions in corporate finance management, and has been an advisor and mentor to entrepreneurial ventures in the U.S. As a former franchisee to a well-known US brand and owner of several businesses over the past 18 years, she leverages first-hand experience in the process of representing clients. Furthermore, she is well versed in valuation techniques to determine the best entry and exit price for an investment.
Monica holds an MBA from the University of Houston-Victoria with a concentration in entrepreneurship and economic development. She also holds a bachelor’s of science degree in psychology from the University of Houston.
Today, Monica provides her services as a consultant and business broker serving clients in the United States and international markets. She is also a member of the International Business Brokers Association (IBBA), Texas Association of Business Brokers (TABB), International Franchise Professionals Group (IFPG) and the Franchise Consulting Network Franserve.