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VonLehman Launches M&A Advisory Practice

5/23/17 – Keith Carlson

With the continued uptick in the mergers and acquisitions (M&A) market, VonLehman CPA & Advisory Firm has launched an M&A Advisory Group. Keith Carlson, a former Director with Silverstone Capital Advisors, joins the firm as the Director of M&A Advisory Services. Leveraging the bench strength of a full-service firm with more than 120 employees, Carlson will partner with Emir Hodzic to offer a full-fledged service not commonly found within an accounting firm. 

“M&A represents a significant growth opportunity for VonLehman and our clients. Keith’s addition will benefit our clients with yet another forward-thinking advisory service,” said Brian Malthouse, President of VonLehman. “This move helps broaden the firm’s capabilities by establishing an investment banking advisory service we can provide our corporate clients as they pursue strategic deals in both domestic and global markets.”

Carlson brings over 13 years of experience in M&A (selling and buying businesses), corporate finance, strategy, and capital markets to VonLehman. He is highly skilled in the areas of deal structuring, company positioning, transaction consequences, transaction risk mitigation, negotiations, due diligence, and financial analysis and modeling. Since 2005, Carlson has participated in more than 50 acquisitions, sales, financings, and recapitalizations as an investor and investment banker.

“The Northern Kentucky/Greater Cincinnati business community is woefully underserved from an M&A advisory perspective. Many people enjoy speaking about buying or selling a Company/Companies, but, few possess an extensive track record of executing and closing deals and know the pros and cons of various strategic alternatives at a business owner’s disposal, the common pitfalls associated with any M&A related process, and what it takes to get a deal closed,” said Carlson. “I’m happy to bring this skill set to VonLehman. Together, we will be able to add yet another value added area of expertise for existing VonLehman clients, and we can easily become the most successful M&A Advisory Group within this region.” 

The offering and capabilities provided to existing and non-existing VonLehman clients will be broad and range the entire spectrum of traditional M&A related services starting with the initial formulation of a M&A related strategy, all the way through to the closing of a transaction. With the addition of Carlson, the firm now possesses a leader to manage the entire process for a successful experience and outcome.