With the acquisition of mergers and acquisitions advisor Corporate Ventures, Omaha-based Lutz M&A has brought together two of the area’s most prominent names and expanded its service capabilities for business owners seeking M&A advisory services.
Lutz is an accounting and professional services firm based in Omaha with approximately 150 professionals. The firm’s service offerings include accounting and tax, business consulting, talent, technology and wealth management (www.lutz.us). Serving small and mid-market businesses, Lutz M&A works with strategic buyers and private equity firms from around the country for larger-value businesses and identifies qualified, potential buyers from the Omaha area for smaller businesses.
“The acquisition of Corporate Ventures creates significant opportunity for Lutz M&A to provide business owners the highest level of expertise in all areas throughout its corporate transition,” said Bill Kenedy, Audit & Consulting Partner at Lutz.
Corporate Ventures, also based in Omaha, provides mergers and acquisitions services to lower middle market businesses that typically have revenues of $1 million to $50 million and earnings of $500,000 to $10 million (www.corpventures.com).
Brad Lehl, vice president of Corporate Ventures, has joined the Lutz M&A team following the acquisition. He brings nearly 20 years of experience in mergers and acquisitions, private equity and corporate finance to Lutz.
“Brad’s significant experience is a valuable asset to the division and enhances the successful relationships we’ve established with our clients and provides additional business transition services to non-clients,” said Mr. Kenedy.
© 2015 PEPD • Private Equity’s Leading News Magazine • 1-21-15
