Bio

Brad is a Managing Director at Peakstone where he is responsible for transaction origination and execution. Brad has over 20 years experience in investment banking and the financial services industry, including both the buy-side and sell-side. He worked in commercial and investment banking at US Bancorp, JP Morgan Chase, and BMO Harris. Brad also spent several years conducting institutional equity research at various investment banking firms, including Jefferies and RBC Capital Markets. More recently, Brad built and oversaw the M&A advisory practices at both Lutz M&A and Corporate Ventures, Inc. These firms focused on entrepreneur and family-owned private middle market companies. Brad’s experience covered many industries, including transportation, staffing, waste/recycling, business services, packaging, industrials, food/restaurants, manufacturing, distribution, and healthcare. Previously, Brad worked at McCarthy Capital, an Omaha-based private equity firm focused on the middle market. At McCarthy, he originated and structured private equity transactions and managed portfolio companies. Brad received his BS in Finance from the University of Nebraska-Lincoln, and his MBA in Finance from the University of Chicago’s Booth School of Business.