Whitley Penn Welcomes Deal Advisory Managing Director Brandt Schaars
Fort Worth, TX (October 29, 2025)
Whitley Penn welcomes back Brandt Schaars, CPA as a Managing Director in its Deal Advisory practice.
Schaars rejoins the firm following his tenure as a venture-backed SaaS CFO, where he led a successful sale to a private equity group. His career path includes more than 15 years of experience advising private equity firms and corporate stakeholders on buy-side and sell-side transactions, diligence, and post-acquisition integration. He has helped organizations scale recurring revenue, improve unit economics, and execute successful exits.
“Brandt’s extensive background in financial leadership with public, private and private equity backed companies within a variety of different industries, brings valuable experience to our Deal Advisory practice,” stated Daniel Boarder, Deal Advisory Partner at Whitley Penn. “His experience advising on complex transactions and driving strategic growth aligns perfectly with our commitment to delivering impactful solutions for our clients.”
Schaars has advised on transactions ranging from $5 million to $100 million, supporting private equity sponsors, venture capital firms, and executive teams with pricing strategy, operational efficiency, and scalable finance functions. His experience spans financial planning & analysis, audit readiness, compliance, and strategic planning across multiple industries.
In addition to his professional experience, Schaars is a graduate Baylor University, where he earned both a Bachelor of Business Administration in Accounting and a Master’s in Taxation. He maintains an active CPA license in Texas and is a frequent contributor to financial strategy discussions within the investment and advisory community.
“In today’s fast-paced deal environment, clients need advisors who can combine strategic insight with practical execution,” stated Schaars. “Whitley Penn offers that balance, and I’m looking forward to helping our clients unlock value at every stage of the transaction.”
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and advisory professionals have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
Fort Worth, TX (October 29, 2025)
Whitley Penn welcomes back Brandt Schaars, CPA as a Managing Director in its Deal Advisory practice.
Schaars rejoins the firm following his tenure as a venture-backed SaaS CFO, where he led a successful sale to a private equity group. His career path includes more than 15 years of experience advising private equity firms and corporate stakeholders on buy-side and sell-side transactions, diligence, and post-acquisition integration. He has helped organizations scale recurring revenue, improve unit economics, and execute successful exits.
“Brandt’s extensive background in financial leadership with public, private and private equity backed companies within a variety of different industries, brings valuable experience to our Deal Advisory practice,” stated Daniel Boarder, Deal Advisory Partner at Whitley Penn. “His experience advising on complex transactions and driving strategic growth aligns perfectly with our commitment to delivering impactful solutions for our clients.”
Schaars has advised on transactions ranging from $5 million to $100 million, supporting private equity sponsors, venture capital firms, and executive teams with pricing strategy, operational efficiency, and scalable finance functions.
His experience spans financial planning & analysis, audit readiness, compliance, and strategic planning across multiple industries. In addition to his professional experience, Schaars is a graduate Baylor University, where he earned both a Bachelor of Business Administration in Accounting and a Master’s in Taxation. He maintains an active CPA license in Texas and is a frequent contributor to financial strategy discussions within the investment and advisory community.
“In today’s fast-paced deal environment, clients need advisors who can combine strategic insight with practical execution,” stated Schaars. “Whitley Penn offers that balance, and I’m looking forward to helping our clients unlock value at every stage of the transaction.”
About Whitley Penn, LLP
For more than 40 years, Whitley Penn tax, audit, and advisory professionals have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. With an established presence in the Southwest and as an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. www.whitleypenn.com.
