Brace Carpenter has been active in the M&A industry for over 30 years and has built a solid and focused reputation as advisor to sell-side client companies with revenues between $1MM – $50MM.
He has successfully completed over 175 M&A transactions in the manufacturing, distribution, funeral, technology and business services industries. In addition he is active in the valuation team completion of more than 100 business appraisals for divestiture, acquisition, partnership dispute and divorce purposes.
In 1991 he co-founded Carpenter Hawke & Co., a Boston-based lower middle-market investment banking firm to better serve the ownership needs of privately held companies looking to sell. The partners senior level advise, experience and attention to every client together with their hands on approach from start to finish makes all the difference in getting a deal successfully completed. Earlier in his career he was a managing director of Christie Group, a leading M&A firm in the UK and Europe.
His entrepreneurial spirit has allowed Brace to personally own a number of businesses in a variety of industries and that business ownership experience has been of great benefit to many sell- side and buyer-side clients. Click here to see our Done Deals.
Tom Hawke has been in the M&A industry for over 30 years. He has acted as an advisor to sellers and completed over 200 successful transactions in the United States and United Kingdom.
He has built a solid foundation of partnerships, dialogues, and conversations, with clients and has a unique view of the markets and the marketplace, and utilizes a highly structured approach to transactions.
Prior to Carpenter Hawke & Co., he operated his own group of companies in the hospitality, retail and manufacturing industries and entered the M&A world with Christie Group a leading M&A firm in the UK and Europe operating both nationally and internationally specializing in the hospitality, leisure, healthcare and retail markets.
After settling in the US he co-founded Carpenter Hawke & Co., a diverse M&A firm based in Boston, specializing in mergers, acquisitions, divestitures and business valuations for middle market companies in the manufacturing, distribution, service, retail, hospitality and technology sectors. Tom is also a real estate broker. Click here to see our Done Deals.
Our ownership structure allows us to keep all our efforts focused entirely on our client’s business. We manage every assignment and work alongside our experienced team of M&A professionals who have worked with us for over 15 years.
Marketing Materials & Research
Lori is an accomplished marketing professional with over 25 years of investment banking experience. She is adept at targeting and communicating with the investment community and has worked on M&A transactions for clients in virtually every industry.
Financial Analysis & Diligence
Wooda has significant business valuation and M&A experience. He works with clients to analyze their financial information and prepare the financial presentation for the sale memorandum, and continues to update and oversee the financial analysis until closing.
Susan Zhang is an investment banker with superb problem solving, financial modeling, forecasting and analytical skills. Her M&A experience includes managing every aspect of the deal process as well as negotiating deal pricing and terms. She has worked for several investment banking firms including J.P. Morgan Securities, and HSBC Securities (USA), contributing on dozens of transactions. She holds an MBA from The Wharton School of Business/UPENN and a BS in Engineering from University of Science & Technology of China. She is CPA-qualified and a CFA level III candidate. FINRA licensed holding Series 7, 79 and 63.
Business Valuation Expert
Lou has over 30 years of relevant business valuation experience, including 12 years in corporate mergers and acquisitions, and 18 years in private practice. Lou earned an MBA and holds CBA, ASA, CVA, and CBI credentials. He is President of Merrimack Business Appraisers and has been working with Carpenter Hawke for many years.