Each member of our team brings unique experience, professionalism and integrity to the sell side M&A advisory process.
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 40 year business career provide him with insight into the business sale and 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 100 professionals, in 2005. Phillip is also a Certified Business Intermediary, and holder of a Texas Real Estate Salesperson’s License. He has lived in Austin 40 years, been married over 35 years, and serves on the board of The First Tee of Greater Austin, an organization dedicated to improving the lives of Austin youth through life skills mentoring.
Phillip is a Series 7 and 66 Registered Securities Representative, licensed through Statesman Corporate Finance, LLC, a FINRA member firm. (www.statesmanbiz.com)