Transaction Specialist (Financial Diligence)
Trey has over two decades of M&A due diligence and related advisory experience, initially spending about a decade with Big 4 accounting firms and the past decade as an independent consultant. In between the Big 4 and independent consulting roles, Trey worked in the corporate development group of a publicly held company where his responsibilities included sourcing and evaluating acquisition opportunities.
Over the course of his career, Trey has served numerous private equity clients ranging from the largest most well-known funds to middle and lower middle market focused groups. Trey also has extensive buy-side and sell-side experience serving strategic clients. His due diligence experience has involved stock and asset deals, carve-out transactions and industry consolidations/rollups. Trey’s industry experience includes, but is not limited to, automotive, general manufacturing, retail, distribution, chemicals, industrial and consumer products, business services, and healthcare.
Trey earned a Master’s of Business Administration with a major in Finance and a minor in Marketing from the Kelley School of Business at Indiana University. Trey earned a Bachelor’s of Business Administration in accounting with Magna Cum Laude honors from the University of Notre Dame. Trey is a certified public accountant (inactive) and a member of the AICPA.