Corporate Resume

Over three decades, our team has built an impressive corporate resume from more than 500 business owners selling a business, in valuations or seeking to acquire.

With degrees in petroleum engineering, accounting, finance, applied economics and business, our highly skilled M&A broker team has thousands of hours in continuing education specific to acquisition and divestiture of businesses and hold leading national certifications:

  • Certified Public Accounting (CPA)
  • Merger and Acquisition Master Intermediary (M&AMI)
  • Certified Merger & Acquisition Advisor (CM&AA)
  • Certified Business Intermediary (CBI)
  • Masters in Business Administration (MBA)
  • Board Certified Broker (TABB)
  • Certified Business Counselor (ICBC)
  • Licensed Real Estate Brokers
  • Senior Business Analyst (SBA)
  • Certified Machinery/Equipment Appraiser (CMEA)

The Oil & Gas Advisor’s M&A brokers are active in professional associations including:

  • The M&A Source (MAS)
  • Texas Association of Business Brokers (TABB)
  • Pennsylvania Business Broker’s Association (PBBA)
  • Association of Corporate Growth (ACG)
  • International Business Broker’s Association (IBBA)
  • NEBB Institute (NEBBI)
  • Institute of Certified Business Counselors (ICBC)
  • Alliance of Mergers and Acquisitions Advisors (AMAA)
  • Society of Business Analysts (SBA)
  • Institute of Business Appraisers (IBA)
  • The Manufacturer & Business Association (MBA)
  • State and regional petroleum and propane associations

About Us

Client Comments

... innovative reorganization and initiatives directly contributed ... cited for robust and stalwart service, initiated enhancements ... His innovations, programs and dedication to The M&A Source have placed it among the most esteemed organizations in the M&A intermediary profession.

Kristen l. D’Arcy, International Business Brokers Association

I choose business advisors cautiously. You were recommended by some of my most trusted advisors. You earned your reputation in my book ... preparation was solid ... My confidentiality was preserved throughout the process. When obstacles came up, you were creative and delivered solutions ... I appreciate the way you conduct yourself and ... business. You were informed and perceptive throughout. Beyond that, you were diligent, honest and frank in dealing with all parties and their advisors. You earned my respect. Job well done!

Charlie Cohlmia

We are extremely pleased with the results ... produced for us ... people are very talented and bring a great deal of clarity to the decision process. They are quick in getting to the root of the problem ... their wide range of experience allows them to assist their clients in reaching lasting decisions. I have the highest regard for the ... people and what they bring to the table.

Pixley Lumber

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