OFFICE: CO / Denver
As the managing shareholder of Bergan Investment Banking Services, Mr. Smith helps clients achieve their goals, whether it is pursuing inorganic growth opportunities, recapitalizing the business, or pursuing a sale of the business in order to reap the fruits of their hard work. He partners with clients from all industries, primarily focusing on the lower-middle market. Mr. Smith has received multiple awards for his transactions.
Mr. Smith earned his bachelor’s degree in international business from Trinity University in San Antonio, Texas and his MBA with Honors from the University of Chicago Booth School of Business. He is an active member of the Turnaround Management Association and is based out of Denver, Colorado. When he’s not in the office, Mr. Smith enjoys coaching youth sports, golfing and spending time with his family.