Whitley Penn Expands Transaction Advisory Services Team

October 2019 | Posted in Audit, Transaction Advisory Services, Whitley Penn
Audit, Transaction Advisory Services, Whitley Penn

Plano, TX – (October 30, 2019) Whitley Penn is proud to announce the addition of three new professionals to the firm’s Transaction Advisory Services (TAS) team.

Brigid Connor has seven years of financial and accounting experience. She specializes on due diligence, purchase and sale transactions, and alternative investments. Connor received her B.M. from Southern Methodist University, M.A. in Humanities from the University of Chicago, and her M.A. in Russian Studies from Stanford University.

Julie Fleming is a Certified Public Accountant and has extensive experience in networking, sales, consulting, and negotiating. She has also managed and assisted with business acquisitions, bookkeeping, marketing, and business valuations. Fleming received her B.S. in Business Administration from the University of Texas at Dallas.

Whitley Penn’s TAS group provides a broad range of transaction advisory services to buyers and sellers, including financial, tax, information technology due diligence, and other post-acquisition services. Last year alone, the team worked on more than 60 transactions.

Daniel Boarder is the Partner in Charge of the firm’s TAS team and oversees all M&A deals in which members of his department are involved. Boarder has more than 20 years of professional experience in a variety of roles including assisting private equity firms and corporate buyers in evaluating potential company merger and acquisition targets. He has managed hundreds of engagements with transaction values ranging from less than $1 million to over $1 billion. This year, Boarder was named a finalist for the D Magazine: Dealmaker of the Year Award, which acknowledged the top mergers and acquisitions in the North Texas area and the people leading those efforts.

“I am very excited to welcome these three new professionals to the TAS group. As we continue the growth of our team, the depth of experience will be a great asset to the Firm and provide significant value to our clients,” stated Daniel Boarder, Transaction Advisory Services Partner.

 

About Whitley Penn, LLP

Whitley Penn continues to be one of the region’s most distinguished public accounting firms.  With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally.  Whitley Penn has been consistently recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting.  For more information on Whitley Penn, please visit www.whitleypenn.com.

 

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About Whitley Penn Contact Whitley Penn

Whitley Penn continues to be one of the region’s most distinguished public accounting firms. With a strong base in Texas and a worldwide network affiliation via Nexia International, the firm is strategically positioned for continued growth both locally and internationally. Whitley Penn has been consistently recognized as “One of the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting. For more information on Whitley Penn, please visit whitleypenn.com.

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