Our team

Senior professionals, in the details

Every member of our team held senior and leadership roles at nationally recognized diligence firms. This is who does your work.

Certifications

CFACPA

Prior firms

Riveron Consulting
Managing Director, Transaction Services

Deloitte
Senior Manager, M&A Transaction Services

Education

Master in Professional Accounting, University of Texas at Austin

B.S. Economics, Texas A&M University

Chris Andrea

Managing Director

20+ years of experience

Chris' 20+ years of experience in accounting and financial leadership roles include mergers and acquisitions, financial statement audits, and U.S. GAAP research. Chris has significant experience with both public and private companies across a variety of industries including construction, consumer goods, industrial products, manufacturing, distribution, professional services, and healthcare.

Relevant experience & more

•Experience with ~500 lower middle market M&A transactions, representing clients on both buy and sell side transactions across a variety of industries.

•Significant work with owner-operators, PE investors, PE-backed acquirors, investment banks, lenders, insurers, and attorneys

•Leadership positions at nationally recognized transaction advisory firms

•Chris has a commercial pilot license and belongs to several flying clubs in the greater Denver area. He also enjoys hunting, skiing and exploring the outdoors. Chris lives in the Golden, Colorado foothills with his wife and two boys.

Certifications

CPA

Prior firms

SCA Transaction Services
Director, Transaction Services

Riveron Consulting
Senior Manager, Transaction Services

Ernst & Young
Manager, Transaction Services

Education

M.S. Finance, Texas A&M University

B.B.A. Accounting, Texas A&M University

Cody Robertson

Managing Director

15 years of experience

Cody brings a wealth of experience with a background in both public accounting and financial and operational due diligence. His leadership and attention to detail continually yield successful transaction outcomes for clients of all backgrounds.

Relevant experience & more

•Significant experience across a variety of industries including technology, healthcare, energy, consumer products & retail, manufacturing and distribution, and real estate.

•Led or participated in ~250 middle market M&A transactions, advising clients on both the buy and sell side of engagements.

•Extensive experience serving both financial and strategic clients, including owner operators, private equity groups, lenders, and corporate stakeholders.

•Cody is an active member of the Dallas community through both his church and the Dallas Ducks Unlimited chapter, where he serves on the finance committee.

•Cody is an avid outdoorsman, and when not spending time with his wife and two sons, he is often pursuing new adventures hunting, fishing, and camping in remote wilderness areas.

Certifications

CPA

Prior firms

Riveron Consulting
Associate Director, Transaction Services

Housecall Pro
Director, Corporate FP&A

Education

M.S. Accounting, Michigan State University

B.B.A. Accounting, Michigan State University

Kevin Kwiatkowski

Associate Director

14 years of experience

Kevin brings a strong blend of financial expertise with a background that spans transaction services, corporate FP&A leadership, and public accounting. His analytical approach and operational insight allow him to deliver meaningful outcomes for clients across a variety of industries.

Relevant experience & more

•Significant deal experience across marketing services, healthcare, construction, and industrial products.

•Led or participated in ~150 middle-market M&A transactions, advising clients on both the buy and sell side of engagements.

•Experience serving both financial and strategic clients, including owner operators, private equity groups, lenders, and corporate stakeholders.

•Kevin's FP&A experience focuses on both public and private companies in the home-service professional software (SaaS), financial services, and insurance industries, where he led teams through forecasting, reporting, and regulatory processes.

•Passionate about the outdoors, Kevin is an avid skier and mountain biker who enjoys exploring Colorado with his wife, son, and two daughters.

Certifications

CPA

Prior firms

Riveron Consulting
Manager, Transaction Services

Frazier & Deeter
Senior Associate, Transaction Services

Education

B.S. Accounting, Winona State University

B.S. Finance, Winona State University

Joseph Barron

Associate Director

10 years of experience

Joseph is a financial due diligence specialist focused on middle-market transactions, partnering with private equity firms, family offices, and corporate buyers across industries. He simplifies complex financial data, identifies risks, and supports confident, well-informed decision-making.

Relevant experience & more

•Experience spanning consumer goods, professional services, industrial products, manufacturing, life sciences, and technology

•Led or participated in ~75 middle-market M&A transactions on both buy and sell side

•A lifelong learner passionate about finance, health, and fitness. He values time with his wife and teaching his young daughter to solve jigsaw puzzles.

Get started

Expertise when it matters most

Start a conversation