Kelly Lusson

Transaction Specialist (Market Intelligence)

Kelly brings extensive experience in M&A advisory, market intelligence, and strategic growth in numerous sectors. Her career spans both advisory and corporate development roles, including leadership positions with private consulting firms and corporate strategy teams.

She has advised strategic acquirers, private equity firms, and independent operators ranging from middle-market investors to large, well-known funds. Kelly’s expertise covers both buy-side and sell-side transactions, with hands-on experience in financial diligence support, CIM development, and execution. She is particularly skilled in competitive positioning, risk assessment, and target screening to identify compelling strategic alignment opportunities.

Kelly has lead teams dedicated to sourcing, assessing, and vetting acquisition opportunities. In that role, she works closely with investors and corporate buyers to shape acquisition theses, conduct market mapping, and execute targeted outreach strategies. Her experience includes analyzing market fragmentation, identifying roll-up opportunities, and managing pipelines from initial target identification through diligence and close. Beyond execution, Kelly has partnered with leadership teams to refine corporate strategy, design market entry frameworks, and create value through data-driven insights.

Kelly holds an MBA from the University of Tulsa and a Bachelor’s degree from the University of Illinois Urbana-Champaign. She earned the Certified Merger & Acquisition Advisor (CM&AA) designation and completed the Executive Finance Program at the University of Chicago Booth School of Business.