Scott is a trusted advisor to clients planning to buy or sell a business. He is skilled in guiding private equity and corporate clients on acquisition and divestiture activity, including due diligence, integration planning and implementation, transaction structuring, valuation, and divestiture planning and preparation. His financial skills, combined with his effective personal style, have resulted in numerous highly successful transactions, financial transformations, and achieving corporate objectives with a P&L focus. 

With over 35 years of public accounting experience – primarily focused on transaction advisory services – Scott has led teams assisting clients with both buy-side and sell-side transactions across a wide variety of industries contributing to well over 100 successful transactions. He has managed numerous high-value transactions for clients that are primarily domestic acquirers or sellers, but also contributed to cross-border deals within Canada, South America, Europe, Asia, and Australia.

‍

To Scott, relationships are the foundation of his work. He prides himself on his responsiveness to client needs, and on getting to know his clients as people and as professionals.

‍

Education:

BS, Accountancy, Northern Illinois University 

Executive education programs at Northwestern University Kellogg School of Management and Harvard Business School

‍

Certifications & Licensure:

CPA – States of Ohio and Illinois

‍

Professional Affiliations:

American Institute of Certified Public Accountants 

Ohio Society of Certified Public Accountants

Cleveland Chapter of the Association for Corporate Growth

Alliance of Merger & Acquisition Advisors

‍

Community Activities:

Rotary Club of Solon, OH, Treasurer and Charter Member

Signature of Solon Country Club, Committee Member

‍

Assurance Services

Chair, Litigation Support Services Group

Private Equity Industry Group

PRACTICE SUMMARY:

Matt Gutzwiller has extensive experience in transactional due diligence. He offers his clients important insight when assessing a possible acquisition. And his analysis can also indicate how best to negotiate and structure a transaction. Matt is skilled at evaluating the quality of earnings and cash flow, reviewing a company’s operational effectiveness, and identifying asset and liability exposure, value drivers and risk areas.

Matt is also a certified fraud examiner who leads the firm’s initiative to utilize data extraction software to mine data in support of litigation cases and to streamline audit procedures. He has performed data extraction projects for companies in many industry sectors. Matt has assisted in projects that include forensic audits of e-mail, web browsers, and databases, as well as proactive searches for indicators of fraud. He frequently speaks to professional groups on the topic of fraud prevention and detection.

EDUCATION:

BSBA, Accounting, Xavier University

CERTIFICATIONS& LICENSURE:

CPA – State of Ohio

CFF – Certified inFinancial Forensics

CFE – Certified Fraud Examiner

PROFESSIONALAFFILIATIONS:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

Association of Certified Fraud Examiners

COMMUNITY ACTIVITIES:

Friends of the Great Miami, Board Member

Literacy Network ofGreater Cincinnati, Board Member

HONORS:

Cincinnati USA Regional Chamber C-Change Leadership Program – Class 5

Assurance Services

Private Equity IndustryGroup

PRACTICE SUMMARY:

Sean McGrory leads client engagements by providing accounting, audit and business advisory services to commercial organizations including those with international operations, private equity investors, and closely-held ownership. He has an expertise in early-stage growth businesses that grew from his experience founding his own medical services company, as well as providing consulting services to a start-up surgical center company.

Sean has a well-developed specialty in transaction support, including due diligence, agreed-upon procedures, offering memoranda, and registration statements. Areas of emphasis include budgeting and forecasting, strategic planning, international transactions and reporting, and financing.

Sean’s 30-year career includes more than a decade with an international accounting firm, where he spent two years in London as their US Liaison Partner for Europe.

EDUCATION:

Xavier University, MBA – Finance

Miami University, BSBA – Accountancy

CERTIFICATIONS& LICENSURE:

CPA – State of Ohio

PROFESSIONALAFFILIATIONS:

American Institute of Certified Public Accountants

Ohio Society of Certified Public Accountants

COMMUNITYACTIVITIES:

Economics Center for Education and Research at theUniversity of Cincinnati, Board Member

Wasson Way Organization, Board Member

UC Real Estate Center, Board Member

Leadership Cincinnati (Class XXV): Alumni Association