Brett Spier, CPA

Led strategic financial advisory engagements for private equity sponsors, Fortune 500 companies, and high-growth technology companies. Managed cross-functional engagement teams across financial, tax, commercial and operational diligence workstreams. Provided recommendations to C-suite and investment teams on investment theses and purchase price negotiations. Developed comprehensive quality of earnings analyses and customer retention evaluations.

Primary client exposure included publicly traded mortgage REITs and real estate private equity funds. Supported several Initial Public Offerings for companies in the Real Estate and Solar Energy industries. Delivered assurance and financial reporting services to real estate investment firms.

Lead strategic financial advisory engagements for private equity sponsors, Fortune 500 companies, and high-growth technology companies across 100+ buy-side and sell-side transactions. Direct cross-functional teams of up to 45 professionals across financial, tax, commercial and operational diligence to deliver results under accelerated timelines. Serve as primary advisor to C-suite and investment teams on investment theses, financial modeling, and purchase price negotiations. Develop quality of earnings analyses, evaluate recurring revenue and customer retention metrics, and analyze working capital requirements. Build and maintain executive relationships with private equity firms and portfolio company management throughout transaction lifecycles.