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.
Saad has a Bachelor of Business Administration from Southern Methodist University, Dallas, and is past president of Young
Entrepreneurs of Dallas.
James W. Fox
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
institution’s North Texas Alumni Association Chapter.
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.
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
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.
You can contact Blake directly at BWhite@mergerpartners.com
Stephen T. Harry
Steve joined Merger Partners Incorporated in 2013. He brings over 24 years
of experience within various industries including international business development and consulting, information technology
outsourcing and accounting.
Steve spent 17 years in International Business Development and Consulting providing
revenue management solutions for luxury hotel owners and management companies. He had a strategic role in growing the
business from a start-up consulting firm based in Hong Kong to a worldwide leader in the hospitality industry with over 3,000
clients in 110 countries earning their clients more than $500 million in new incremental revenue. Steve gained broad
experience in a diverse multi-cultural environment while consulting for clients in 72 countries across 5 continents.
In addition to his Senior Vice President responsibilities, he developed sophisticated proprietary financial modeling tools,
conducted comprehensive global market research and evaluated current and historical pricing trends as defined by client engagement.
Prior to Steve’s success in International Business Development, he spent 6 years in three different
roles with Electronic Data Systems (EDS), now HP Enterprise Services. As Portfolio Strategist for the Technical Resource
Acquisition division, Steve developed lease versus purchase analysis, residual value forecasts and future price/performance
trends for infrastructure technology platforms. He transitioned to an on-site client, Delco Systems Operations, in Santa
Barbara, California as Purchasing Contract Manager. His role was managing the purchase and deployment of all technology
requirements for both the client and EDS’s on-site staff. His last role was Advanced Business Analyst in the Business
Costing Division where he provided sales support on Requests for Proposal (RFP’s) for new IT outsourcing opportunities.
Steve also spent two years with Word, Incorporated a subsidiary of CAP/Cities ABC, a leader in the music recording
and publishing industry. He worked exclusively within the Accounting division and held the position of Senior Accountant
responsible for all aspects of the publishing division.
Steve has a Bachelor of Business Administration –
Rawls College of Business from Texas Tech University, Lubbock, Texas.
You can contact Steve directly at SHarry@mergerpartners.com
William A. Laforet
joined Merger Partners Incorporated in 2013. He brings over 12 years of experience within financial services.
His experience includes; Investment Banking, Real Estate, Management Consulting, Process Improvement, and Start-ups.
Most recently William was with Capital One as a Process Manager, overseeing the creation and
implementation of regulator mandated process improvements in the auto finance division. He also spent time as a management
consultant on a $1 billion digital bank build, and in Investment banking with Citi's Energy Group.
William spent 4 years with Lehman Brothers in correspondent lending where he managed client relationships with banks
and large brokers on the east coast.
Prior to Lehman Brothers William spent 5 years with Countrywide in various
roles in residential mortgage including retail originations, securitization, and trading.
William also helped launch 2 start-ups while in business school; a customized cell phone case company, as well
as an efficient trading platform that received venture capital funding.
received his Bachelor of Science from Fordham University in Business Administration, and his MBA in Finance, Economics and
Entrepreneurship from The University of Chicago's Booth School of Business.
can contact William directly at WLaforet@mergerpartners.com
Merger Partners Incorporated in 2013. He brings over 25 years of experience in a variety of industries. His experience
includes; Accounting, Finance and Operations.
Dan spent the last 4.5 years
at a PE backed consumer products company. He spent the first 2 years as Chief Financial Officer where he implemented
process improvements throughout the organization and ensured the integrity and accuracy of the financial statements.
His last 2 plus years were as Chief Operating Officer where he managed all facets of the international supply chain, logistics
and operations. He was also responsible for operational due diligence for value added acquisitions.
Prior to this role, Dan spent 11 years at Uniden America Corporation, a consumer electronics
manufacturer and distributor, in a variety of roles. The last 7 years of his tenure was as Senior Vice President and
Chief Financial Officer where he was responsible for Finance, Administration and Operations. Dan directed all financial
and operational due diligence activities for divestures and acquisitions.
in his career Dan worked for GM Hughes Aircraft in both the governmental and commercial sectors. Most notably, Dan was
instrumental in the nationwide launch of DirecTV. Dan set up processes and interfaces with DirecTV for customer setup
and implemented the first DirecTV nationwide installation network.
a Bachelor of Business Administration – Rawls College of Business from Texas Tech University, Lubbock, Texas.
You can contact Dan directly at Dmcwilliams@mergerpartners.com