Brad Westendorf

Brad Westendorf

Director, M&A Advisory Services, CFA

experience
With over a decade of experience on both sides of the M&A table as a private equity buyer and a sell-side investment banking advisor, Brad is uniquely equipped to guide his clients through the deal process. He provides an invaluable perspective into the counter party’s motives, anticipating their moves and ensuring his clients are best positioned for success.

Brad is motivated by the complex nature of M&A deals. His clients appreciate his ability to break intricate problems into simple terms and solutions. Brad is a steady, measured voice who maintains focus and purpose in the heat of negotiations. You can expect Brad to hold himself to the highest standards in ethics and client service.

In addition to time spent with his wife and two children, Brad has many passions including cycling, sailing, golf, soccer, culinary arts, and viniculture.

education
Boston University, M.S., Investment Management
Miami University, B.S., Business

professional and civic organizations
CFA Society of Cincinnati
CFA Society of Atlanta

about brad westendorf
Focus
Mergers & Acquisitions

Interests
Cycling
Sailing
Golf
Soccer
Spanish food
Viniculture

Get to know the advisor.
If you had another career, what would it be? Managing a professional soccer team

Your favorite motto: Life is a series of commas, not periods

What’s on your bucket list? Sail around Cape Horn