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Lutz M&A Expands Services with Acquisition of Corporate Ventures

January 19, 2015
Lutz M&A Expands Services with Acquisition of Corporate Ventures

With the acquisition of Omaha-based mergers and acquisition advisors Corporate Ventures, Lutz M&A has brought together two of the area’s most prominent names and expanded its service capabilities for business owners seeking first-class M&A advisory services. This merger significantly grows the Lutz M&A division and further solidifies Lutz as the premier accounting and business solutions firm in the region.

According to Bill Kenedy, Lutz M&A and Consulting Shareholder, “The acquisition of Corporate Ventures creates significant opportunity for Lutz M&A to provide business owners the highest level of expertise in all areas throughout its corporate transition.” Brad Lehl, vice president of Corporate Ventures, has joined the Lutz M&A team following the acquisition. He brings nearly 20 years of experience in mergers and acquisitions, private equity, and corporate finance to Lutz. Kenedy notes that “Brad’s significant experience is a valuable asset to the division and enhances the successful relationships we’ve established with our clients and provides additional business transition services to non-clients.”

Serving small and mid-market businesses, Lutz M&A works with strategic buyers and private equity firms from around the country for larger-value businesses and identifies qualified, potential buyers from the Omaha area for smaller businesses. The Lutz M&A marketing process draws maximum interest to businesses by creating compelling stories that resonate with potential buyers.

About Lutz – Established in 1980, Lutz has grown to become the largest locally-owned accounting and professional services firm in Nebraska with more than 150 dedicated professionals. Founded with a focus on developing quality relationships, the company assists individuals and businesses seeking a partner to help increase financial and organizational success. Its offerings include accounting and tax services, business consulting services, talent services, technology services, and wealth management services. Lutz supports clients with the strength, expertise and resources of 200 independently owned global firms as part of the Leading Edge Alliance. It was named by Inside Public Accounting as one of the Best of the Best and Fastest-Growing Accounting Firms in the country for 2013 and 2014, and was a Midwest Regional Leader in Accounting Today’s 2014 Top 100 Firms listing.

Recent News & Insights

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Lutz Named a 2025 Top 100 Firm by INSIDE Public Accounting
INSIDE Public Accounting (IPA) has released its annual ranking of the nation’s leading public ...
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Dissecting the New Tax Bill for Planning Opportunities
The Tax Cuts and Jobs Act (TCJA) of December 2017 reshaped the federal tax code, but many of ...
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401(K)
Case Study: Transforming a 401(k) Plan into a Strategic Wealth-Building Tool
THE BACKGROUND A large Nebraska-based general contractor with approximately 250 employees was ...
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Financial Planning
Post-Sale Wealth Strategy: Managing Your Business Exit Proceeds
Closing a business sale is a major milestone, but it’s not the finish line. What comes after ...
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