Mergers And Acquisitions

We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.

At Hobe & Lucas, we’ve developed a strong reputation for guiding clients successfully through their business transitions. Whether you are buying, selling, transitioning to the next generation or starting a brand-new venture, ensure the decisions you make are sound and your goals are achieved by partnering with our experts.

OUR MERGERS AND ACQUISITIONS CONSULTING INCLUDES:

Whatever your situation, our experienced M&A team is prepared. We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.

Our M&A Consulting Team

Whatever your situation, our experienced M&A team is prepared.

JAMES P. GERO, CPA, CGMA

Jim oversees Hobe & Lucas’ accounting and audit practices. He also works in the accounting, tax and audit practices. In addition, he works with litigation support services, and performs due diligence for mergers and acquisitions.

LAWRENCE A. DEBALTZO, CPA, CGMA, CVA

Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.

LISA M. MATUSZNY, CPA

In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.

LOUIS V. LOPARO, CPA, CITP

Louis joined Hobe & Lucas in 1998.  Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.

WILLIAM WILDENHEIM, CPA

Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.

Get In Touch

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We Make Mergers & Acquisitions Easy

Whatever your situation, our experienced M&A team is prepared.

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com

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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.