IR Global, the world’s largest exclusive network of advisory firms is delighted to introduce Wade Kozich of GBQ Partners LLC. Wade has joined IR as our exclusive Business Advisory Services Member in Ohio.
As Director of Transaction Advisory Services, Wade coordinates a team of 10 professionals, highly-skilled in various aspects of transactions including valuation, due diligence, ESOPs, tax structuring and buy and sell side advisory. Wade also serves as chief liaison to Footprint Capital where he spends the majority of his time helping to complete investment banking deals. In 2017 GBQ’s transaction group worked collectively on over 120 transactions.
Business transactions represent very important events in buyers’ and sellers’ lives and Wade’s role is to provide guidance through these challenging processes. While having technical capabilities is a prerequisite, helping owners’ through transactions requires a deep understanding of owners’ mindsets and goals in order to guide them through the complexities and emotional battles that are inherent with transactions. Having been an owner and leader of GBQ himself, Wade has a deep understanding of the issues owners and CEOs face.Wade has extensive experience with sell-side and buy-side advisory, debt and equity recaps, liquidity alternatives, sale readiness, value enhancement, shareholder disputes, investment banking and deal origination. He also has extensive experience working with private equity, family offices, independent sponsors, mezzanine lenders and bankers. Wade has also written extensive articles and participated in numerous panels and workshops around the subject of transactions.
If you have a requirement in this area, please get in touch with Wade directly or with the IR Global head office for an introduction.