Case Studies

Our resource center provides business owners, advisors and entrepreneurs with helpful information related to all our service areas—
from mergers and acquisitions to valuation advisory to forensic accounting.

The case studies below represent a sample of our past engagements and demonstrate our diverse service offerings. Click the titles below to read more.

CASE STUDIES

SELL-SIDE ADVISORY

SELL-SIDE ADVISORY, RECAPITALIZATION

Agriculture:

Investor Group Acquires Majority Stake In Star Seed

Healthcare:

TCG Sold To HealthEdge Investment Partners

UniMed Sells Kansas City Operations To Pacific Pulmonary

Manufacturing, Automotive:

Junction City Wire Harness Sells To Sentral Assemblies

DISPUTE VALUATIONS

Fraud, Expert Witness Testimony; Automotive Insurance:

Patent Valuation And Economic Damages Case Settles

Fraud, Report Review; Automotive Retail:

Uncovering Fraudulent Conveyance

Report Review; Manufacturing:

Determining and Defending Value Of Ownership Interest

Economic Damages, Report Reviews, Expert Witness Testimony; Retail:

Dispute Consulting For Economic Damages Case

BUY-SIDE ADVISORY

Healthcare:

PBM Acquires Medova Medical Billing Division

Food & Beverage:

Evaluating An Investment Opportunity

DUE DILIGENCE

Manufacturing:

The Importance Of An Accounting Due Diligence Team

Agriculture:

Sell-Side Due Diligence Helps Ensure Successful Transaction

FAIRNESS OPINION

Internet Advertising

Fairness Opinion Helps Complete The Transaction

GIFT & ESTATE TAX VALUATIONS

Healthcare, Software:

Business Appraisal For Gift Of Minority Interest

CHARITABLE DONATION VALUATION

Non-profit:

Evaluating Loan Terms for Charitable Donations

Oil & Gas, Construction:

Gifting A Start-Up To Charity

FINANCING VALUATION

Portfolio Valuation, Healthcare:

Obtaining A Valuation For Loan Collateralization

Distribution:

Business Valuation For SBA Loan

MARITAL DISPUTE VALUATIONS, REPORT REVIEWS, EXPERT WITNESS TESTIMONY

Construction:

Providing Valuation Expertise For Marital Dissolution

BUY-SIDE AGREEMENTS

Distribution:

Obtaining A Valuation To Form A Buy-Sell Agreement

BLAISE GAMMON

Analyst

Tel: (913) 904-5571 [email protected]

Blaise supports Mariner Capital Advisors on sell-side and buy-side M&A engagement, performing financial analysis, market research and due diligence. Additionally, he assists in valuations of private businesses and business interests for the purposes of mergers and acquisitions, gift and estate planning, charitable giving, and tax and financial reporting.

Blaise holds an MBA and a bachelor’s degree in finance from Kansas State University.

Download PDF

CAMERON DIAMOND

Analyst

Tel: (913) 378-0408
[email protected]

Cameron joined Mariner Capital Advisors in 2021 as an investment banking analyst and provides support on valuation advisory and sell-side M&A engagements. Prior to joining Mariner Capital Advisors, Cameron was a Private Equity Analyst Intern at Apis Holdings, a middle-market private equity firm affiliated with a large family office.

Cameron holds two bachelor’s degrees in finance and management from the University of Tulsa, where he graduated with distinguished honors as a Presidential Leadership Fellow and honor student. During his time at the University of Tulsa, Cameron held leadership roles in multiple student organizations and served as the head Portfolio Analysis and Risk Chair of the university’s investment fund.

Download PDF

TIM HOSIE

Vice President

Tel: (913) 904-5446 | Mobile: (816) 308-0563
[email protected]

As vice president, Tim supports the firm through sell-side and buy-side merger and acquisition engagements. He plays an active role in managing projects from start to finish, which includes preparing offering materials, financial analysis and leading due diligence.

Prior to joining Mariner Capital Advisors, Tim worked for “Big 4” public accounting firms and publicly listed companies.

Tim holds a Master of Accounting degree from the University of Missouri-Kansas City and is currently pursuing his MBA with a concentration in finance from Rockhurst University.

Download PDF

ROBBIE VANTRUMP

Vice President

Tel: (913) 904-5537 | Mobile: (913) 271-9505
[email protected]

As vice president, Robbie supports the firm through sell-side and buy-side merger and acquisition engagements. Since joining Mariner Capital Advisors in 2011, Robbie has assisted on more than 60 M&A advisory engagements in varying capacities for clients across a broad range of industries including healthcare, manufacturing, agriculture, software, construction, food manufacturing, marketing and e-commerce.

Robbie provides strategic and operational support on M&A transactions and plays an active role in preparing offering materials and developing and executing go-to-market strategies. He has also helped author dozens of educational articles and whitepapers on topics related to business succession planning, business valuation and private equity.

Robbie has two Bachelor of Arts degrees in French and mass media from Washburn University.

Download PDF

LIZZY FLEET, CFA

Vice President

Tel: (913) 904-5536 | Mobile: (913) 558-3136
[email protected]

As vice president, Lizzy supports the firm through sell-side and buy-side merger and acquisition engagements. She plays an active role in managing projects from start to finish, which includes preparing offering materials, financial analysis and leading due diligence.

Prior to joining Mariner Capital Advisors, Lizzy worked as an analyst in the oil and gas industry.

She holds dual bachelor’s degrees in finance and accounting from the University of Oklahoma. Lizzy holds the Chartered Financial Analyst^®designation.

Download PDF

HOUSE ZHU

Senior Financial Analyst

Tel: (913) 904-5533 | Mobile: (617) 800-3559
[email protected]

As a senior financial analyst, House examines data related to mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

He holds a bachelor’s degree in business administration from Boston University, a master’s degree in finance from the University of Texas at Dallas and a Master of Accounting degree from Washington University in St. Louis.

Download PDF

JASON O'BRYON

Vice President, Valuation

Tel: (913) 904-5534 | Mobile: (785) 840-6647
[email protected]

As vice president, Jason assists in engagements for mergers and acquisitions, gift and estate tax planning, charitable giving, strategic planning, buy-sell agreements and financial reporting.

Prior to joining Mariner Capital Advisors, Jason worked in the mutual fund industry in operations and project planning.

He holds a bachelor’s degree in finance with an emphasis on management and leadership from the University of Kansas and a master’s in finance from the University of Missouri-Kansas City.

Download PDF

JOHN STEVENSON

Valuation Director

Tel: (913) 904-5603 | Mobile: (612) 741-0540
[email protected]

As valuation director, John has overseen or completed more than 500 valuation engagements for mergers and acquisitions, strategic planning, buy-sell agreements, Employee Stock Ownership Plans, gift and estate tax planning, charitable giving and financial reporting, among others. He has also led teams that render fairness opinions in connection with public company sale, merger and financing transactions.

John’s industry experience includes business software and services, medical devices, building products, food processing, trucking, industrial goods and manufacturing, wholesale distribution, retail and banking and insurance.

Prior to joining Mariner Capital Advisors, John was a valuation director at BDO. Prior to BDO, he was a valuation director at RSM and a director at Craig-Hallum Capital Group. John holds a bachelor’s degree from Iowa State University with majors in finance and economics.

Download PDF

TODD MIDDLETON

Managing Director

Tel: (913) 904-5539 | Mobile: (913) 645-3147
[email protected]

As managing director, Todd has more than 20 years of experience in the banking and financial services industry. Todd possesses a blend of experience in areas that include mergers and acquisitions (M&A), commercial and industrial lending, commercial real estate and construction, credit analysis, inventory management and risk management.

Todd has advised clients in areas that include mergers and acquisitions, strategic planning, financial management, risk management and valuation. He also has specialized knowledge of the agriculture industry and has managed multiple sell-side M&A transactions involving agricultural producers, product suppliers and distributors.

Prior to joining Mariner Capital Advisors, Todd worked in banking and finance for more than two decades. He was a commercial banker and also held senior-level executive and management positions with Fortune 500 companies.

Todd holds a bachelor’s degree in business marketing from Drake University and is involved in several charities, including the March of Dimes and Victory Junction Camp.

Download PDF

TOM TILLEY

Managing Director

Tel: (913) 904-5540 | Mobile: (913) 238-0295
[email protected]

As managing director, Tom has been directly involved in more than 100 business transactions across the country and has more than 10 years of experience finding appropriate buyers or sellers for his clients. Tom manages all aspects of business transactions including sourcing buyers and sellers, financial modeling and building capital structures, negotiating and closing.

Tom’s experience with mergers and acquisitions spans an array of industries including distribution, manufacturing, consumer products, financial services, health care, information technology and service businesses. He frequently presents to business owners who are clients of local and regional banks, accounting firms and other regional business advisory groups.

With his financial marketplace knowledge, transaction experience and background as a business owner, Tom designs creative transactions and financial structures and then guides his clients through the closing process.

Prior to joining Mariner Capital Advisors, he was managing partner at The DVS Group leading new business development.

Tom attended Michigan State University on a hockey scholarship and went on to play for the St. Louis Blues, Chicago Blackhawks and Tampa Bay Lightning professional hockey organizations. He remains involved in hockey as the President of the Kansas City Youth Hockey Association.

Download PDF

Case Studies

CASE STUDIES

SELL-SIDE ADVISORY

Healthcare:

Agriculture:

Software:

Industrial Products & Distribution:

Manufacturing & Aerospace:

Construction:

Chemical Distribution:

SELL-SIDE ADVISORY, RECAPITALIZATION

Agriculture:

Healthcare:

Manufacturing, Automotive:

DISPUTE VALUATIONS

Fraud, Expert Witness Testimony; Automotive Insurance:

Fraud, Report Review; Automotive Retail:

Report Review; Manufacturing:

Economic Damages, Report Reviews, Expert Witness Testimony; Retail:

BUY-SIDE ADVISORY

Healthcare:

Food & Beverage:

DUE DILIGENCE

Manufacturing:

Agriculture:

FAIRNESS OPINION

Internet Advertising

GIFT & ESTATE TAX VALUATIONS

Healthcare, Software:

CHARITABLE DONATION VALUATION

Non-profit:

Oil & Gas, Construction:

FINANCING VALUATION

Portfolio Valuation, Healthcare:

Distribution:

MARITAL DISPUTE VALUATIONS, REPORT REVIEWS, EXPERT WITNESS TESTIMONY

Construction:

BUY-SIDE AGREEMENTS

Distribution:

BLAISE GAMMON

Analyst

CAMERON DIAMOND

Analyst

TIM HOSIE

Vice President

ROBBIE VANTRUMP

Vice President

LIZZY FLEET, CFA

Vice President

HOUSE ZHU

Senior Financial Analyst

JASON O'BRYON

Vice President, Valuation

JOHN STEVENSON

Valuation Director

TODD MIDDLETON

Managing Director

TOM TILLEY

Managing Director