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Joseph
D. Saad
President Joe Saad's broad background in transaction oriented finance, sales and marketing coupled with his service to professional
organizations has positioned him well to lead the firm. He is founder and President of Merger Partners Inc., an acquisition search firm specializing
in the representation of private equity groups and operating companies. He has developed unique deal origination
strategies, which have been proven effective for clients including Harbour Group Industries, Inc., FCP Investors, Inc.,
Prospect Partners LLC, and Peachtree Equity Partners. Joe founded and published the Business Strategies Quarterly, a specialty business
publication which had circulation to over 25,000 business owners. During three years with the Kreller Consulting Group, a management consulting firm, Joe performed consulting
and client generation in the Southwestern United States. He was instrumental to the overall growth of the firm from
seven to thirty employees upon his departure. Prior,
Joe served as Investment Analyst for Texas Pacific Capital Corporation, a private venture capital and merchant banking
firm. Responsibilities included business plan screening, financial analysis, extensive due diligence investigation, and
industry and competitive assessments. Joe Saad has a Bachelor of Business Administration
from Southern Methodist University, Dallas, and is past president of Young Entrepreneurs of Dallas.
James W. Fox
Managing Director
Jim Fox joined the professional
staff of Merger Partners Incorporated in 2004 with a career record in corporate management and finance on three continents.
For over twenty years Jim has been a well-known professional middle market M&A advisor in Dallas.
From 1983 to 1987 he was Southwest Regional Managing Director of the Washington DC M&A boutique
Kimberly, Brunell & Lehmann, Inc. In 1987 he co-founded Fox, Twerdahl, Lehmann & Co. (FTL) with offices
in New York and Zurich in addition to its headquarters in Dallas where Jim operated as Chief Executive Officer.
Jim’s firm originated numerous domestic and cross-border M&A transactions for FTL clients in this role while
also co-founding Mergers International, a leading association of M&A boutiques in ten countries. He sold FTL to C.V.
Lemmon & Co., another Dallas M&A advisory firm in 1999 and was Vice President of the latter firm through 2003.
Prior to his M&A activities, Jim was President of the US subsidiary of Sulpetro Limited, a leading Canadian
oil and gas independent listed on the Toronto Stock Exchange, having first served as this firm’s Chief Financial
Officer and then Executive Vice President. Earlier assignments in Jim’s career involved more than five years
living and working in Europe and Africa fulfilling export marketing and sales goals for major multinationals, mostly
in a senior operating role. Additionally, Jim worked as a corporate finance professional in New York early in his
career.
Jim Fox has a Bachelor of Arts from Hamilton College, Clinton, New York, and Past President of
that institution’s North Texas Alumni Association Chapter.
John
Haney Managing Director
John joined Merger Partners Incorporated in 2012.
John has a varied background in business valuation, investment banking and business consulting in a wide array of industries.
In 2007, John co-founded Fount Capital an acquisition
and divestiture advisory firm where he advised clients on strategic planning and acquisition analysis. Prior to founding
Fount Capital, John managed corporate finance and budgeting for BenefitMall, an Austin Ventures company until it was sold
to Allied Capital in 2007. Beginning
in 1998, John spent five years with The Geneva Companies, a CitiGroup Company as Vice President of mergers and acquisitions
working primarily on sell side engagements with values between $10 million and $120 million. Prior to The Geneva Companies,
John was an Associate with Coopers and Lybrand focused on business valuation within the Financial Advisory Services line of
business. During his professional career,
John has valued and evaluated hundreds of companies for tax purposes, fairness opinions, and potential transactions on both
the sale and buy side. John has a Bachelor of Science from Vanderbilt University and a
Master of Business Administration from Southern Methodist University. You can contact John directly at JHaney@mergerpartners.com
Blake White Managing
Director Blake
White joined Merger Partners Incorporated in 2012. He brings over 15 years of experience within various industries,
including commercial real estate, public accounting, transportation, waste, equity investments, and start-ups.
Blake spent 4 years in Commercial
Real Estate sourcing and managing client relationships in the Dallas/Fort Worth market. He assisted owners and tenants
in the Office, Retail, Industrial and Land sectors. Prior to Blake’s success in Commercial Real Estate, he owned and managed Blindside Motorsports, a start-up
in the Automotive industry. Blindside built cars as advertising products for the After-Market Performance sector.
Blindside was featured as the project managers for Fine Tuned, a new television show on the Speed Channel. Blake also spent 5 years in two different roles at Burlington Northern
Santa Fe Railway. As Manager of Haulage Management, Blake was responsible for developing and maintaining relationships
through contractual agreements with other major railroads in the US, Canada and Mexico. Blake was responsible for managing
$100M budget and was recognized for efforts in 2004 with a BNSF Achievement Award. Blake spent two years with Weaver and Tidwell, LLP, a large
regional accounting firm in the Dallas/Fort Worth area. He worked exclusively within Audit Services and obtained his
Certified Public Accounting license in 1999. Blake received his BBA in Accounting and Finance from Abilene Christian University, and his
MBA from Southern Methodist University.
Randy Oldham Managing Director Randall
Oldham joined Merger Partners Inc. in 2012 after a 30 plus year career in commercial banking and finance with a focus on middle
market companies. He has held senior positions with Bombardier Capital, Fleet Credit, an affiliate of Fleet National
Bank, People's Capital, a subsidiary of Peoples United Bank, 1st Source Bank, CSG Investments, an affiliate of Beal Bank,
Orix Structured Finance Group, GMAC Commercial Finance and as President of Westminster Financial Co. He was the top
producer in North America for Bombardier Capital and GMAC Commercial Finance. He has closed several hundred million
dollars in projects over his career. In
2007 -2008, he acted as a consultant and contractor to the Federal Deposit Insurance Corporation with oversight responsibilities
of a bank owned commercial finance and equipment finance and leasing company with $435 Million in assets and 65 employees.
After this company was successfully sold as an on-going entity, he was placed over special projects. He has acted as
liaison to the Export Import Bank of the United States and has completed course work in working capital and medium term lending
with the U.S. EXIM Bank. He has held two federal security clearances.
Randall has extensive experience in the transportation
industry, providing capital to trucking companies and private fleets, in addition to blue and brown water marine, construction
and mining, manufacturing including printing, printed circuit board and semi conductor, food processing, plastics injection
molding, CNC machining in manufacturing, defense, oil field, and precision machining. He has experience in waste management,
power generation, rotary and fixed wing aircraft, materials handling, retail, and distribution. He is trained
in Project Finance, asset based lending, commercial real estate lending, and such areas of specialty finance as equipment
leasing including TRAC leases, Operating leases, Conditional Sales Contracts and security agreements, floor plan finance,
rental fleet finance, factoring, and cash flow lending. Randall
received his BBA in Marketing from Stephen F Austin State University in Nacogdoches, TX.
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