Brad Buttermore

Brad Buttermore is Managing Partner and Chief Financial Officer of Capital Alliance Corporation, a Dallas-based M&A advisory and strategic consulting firm that focuses on middle-market companies. He joined the firm in 1998 and has since become one of its senior principals, and he is also a member of the Business Services Group of Oaklins, the multinational investment-banking organization (operating in ~41 countries) with which Capital Alliance is affiliated.

His career in finance spans roughly four decades. Before Capital Alliance, he served as a senior financial officer at Lomas Financial Corporation, a publicly owned financial and real-estate services company then valued at roughly $6 billion, and as Senior Vice President and Treasurer of Liberté Investors, an NYSE-listed REIT. He was also co-founder and CFO of a private REIT. Earlier in his career he held positions with CIT Financial Services, Advance Mortgage Corporation, and Chrysler Motors Corporation. He earned his bachelor's degree in finance from Wayne State University.

At Capital Alliance, Buttermore's M&A practice centers on service organizations — staffing and human-capital management, IT consulting and managed services, and third-party logistics — as well as energy, power, and related infrastructure companies. He has developed a particular specialty advising Professional Employer Organizations (PEOs), which deliver outsourced payroll, benefits, risk management, and HR-compliance services to small businesses; he has published on PEO M&A topics (e.g., a "PEO Insider" article hosted on the firm's site). He is active in industry bodies including the National Association of Professional Employer Organizations (NAPEO), the Staffing Industry Association, Professional Administrative Co-Employers (PACE), and the Institute of Management Accountants' Small Business Council.

• Works with privately held, middle-market operating companies rather than early-stage startups; the engagement model is sell-side/buy-side M&A advisory and equity-investment structuring, not writing seed checks.
• Deep, repeatable sector specialization: PEOs, staffing/human-capital management, IT consulting and managed services, third-party logistics, and energy/power infrastructure.
• Capital Alliance's stated process is a confidential, competitive auction designed "to maximize the potential for the highest valuation and best fit" by introducing competition among motivated, qualified buyers.
• Track record orientation: has personally "initiated and closed more than $300M in mergers, acquisitions, or equity investments" since 1998, and the firm has completed 250+ transactions across 40+ states and internationally.
• Says "yes" to companies with defensible positions in his focus verticals where a competitive sale process or recapitalization can unlock value — i.e., established cash-flowing businesses, not pre-revenue ventures.