Patrick Martin

Patrick Martin Email and Phone Number

Managing Director and National Co-Leader - Transaction Advisory Services @ CBIZ Advisory Services
Morrison, CO, US
Patrick Martin's Location
Morrison, Colorado, United States, United States
About Patrick Martin

I am the co-leader of the transaction advisory services practice of CBIZ Private Equity Advisory, the leading national due diligence team for middle market private equity groups and companies that want to make smarter, gainful decisions related to their acquisitions and divestitures. Our team has deep experience, helping our clients make well-informed decisions that have a big impact on their investments.I also co-founded Laurus Transaction Advisors in 2008, a transaction advisory practice also focused on middle market private equity groups that was sold to CBIZ in 2018. Prior to co-founding Laurus Transaction Advisors, LLC, I was a Senior Manager in the Transaction Advisory Practice at Ernst & Young LLP and a Director in the Transaction Services advisory practice at KPMG LLP. My career began in 1993 in the assurance practice of KPMG LLP. I earned a B.S. in accounting from the University of Colorado. I am a Certified Public Accountant and a Certified Management Accountant licensed in the State of Colorado.

Patrick Martin's Current Company Details
CBIZ Advisory Services

Cbiz Advisory Services

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Managing Director and National Co-Leader - Transaction Advisory Services
Morrison, CO, US
Patrick Martin Work Experience Details
  • Cbiz Advisory Services
    Managing Director And National Co-Leader - Transaction Advisory Services
    Cbiz Advisory Services
    Morrison, Co, Us
  • Cbiz Advisory Services
    Managing Director/National Co-Leader - Transaction Advisory Services
    Cbiz Advisory Services Aug 2008 - Present
    Cleveland, Ohio, Us
    CBIZ Private Equity Advisory is the leading national consulting practice focusing on deal advisory and performance management improvement for private equity firms and their portfolio companies.
  • Discovri Labs
    Investor
    Discovri Labs 2018 - Present
    Entrepreneurially minded, family office investment platform focused on micro-cap investing in early-stage and small businesses.
  • Keating Investments, Llc
    Deal Origination
    Keating Investments, Llc Nov 2007 - Oct 2008
    Keating Investments, LLC was an investment adviser to Keating Capital, Inc., a closed-end management investment company that made minority, non-controlling equity investments in private companies that desired and were primed to become public.
  • Ernst & Young
    Denver Market Leader, Transaction Advisory Services
    Ernst & Young Jul 2006 - Nov 2007
    London, Gb
    Senior Manager in Transaction Advisory Services (M&A advisory)
  • Kpmg Llp
    Director, Transaction Services
    Kpmg Llp Jan 1993 - Jun 2006
    New York, Ny, Us
    Director, Transaction Services (M&A advisory) 2004-2006Senior Manager - Audit 2000-2004

Patrick Martin Skills

Divestitures Financial Analysis Accounting Internal Controls Buy Side Due Diligence Finance Transformation Expert Witness Sell Side Due Diligence Carve Out Financial Statements Finance Integration Integrated Performance Management M&a Dispute Support

Patrick Martin Education Details

  • University Of Colorado Boulder
    University Of Colorado Boulder
    Business And Accounting

Frequently Asked Questions about Patrick Martin

What company does Patrick Martin work for?

Patrick Martin works for Cbiz Advisory Services

What is Patrick Martin's role at the current company?

Patrick Martin's current role is Managing Director and National Co-Leader - Transaction Advisory Services.

What is Patrick Martin's email address?

Patrick Martin's email address is pm****@****sta.com

What is Patrick Martin's direct phone number?

Patrick Martin's direct phone number is +130394*****

What schools did Patrick Martin attend?

Patrick Martin attended University Of Colorado Boulder.

What skills is Patrick Martin known for?

Patrick Martin has skills like Divestitures, Financial Analysis, Accounting, Internal Controls, Buy Side Due Diligence, Finance Transformation, Expert Witness, Sell Side Due Diligence, Carve Out Financial Statements, Finance Integration, Integrated Performance Management, M&a Dispute Support.

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