Brad Romanchuk, CPA/ABV/CFF
Brad founded the firm in 2011, and currently serves as its Managing Director. Mr. Romanchuk has 20 years of experience working with and advising lower middle market companies on mergers and acquisitions, capital raising strategies, operations, finance and accounting. He has led transactions in several industrials verticals, including energy, power and infrastructure, construction & engineering, transportation & logistics, aviation, manufacturing and distribution.
In addition, he manages Perfectly Pastured, LLC with his family, their pasture-based, rotational grazing, direct-to-consumer family farm in northwest Montgomery County. He and his wife, Lisa, are also co-founders and board members of the Live Like Lily Foundation, a 501(c)(3) nonprofit corporation dedicated to providing scholarship opportunities to students pursuing an agriculture-based degree program and to raising awareness of Hemophagocytic Lymphohistiocytosis (HLH), a rare and deadly systemic inflammatory syndrome, that claimed the life of their daughter, Lily, in 2019.
Mr. Romanchuk earned his B.S. Accountancy from Arizona State University and is a licensed CPA in the state of Texas. Brad also holds his ABV (Accredited in Business Valuation), CFF (Certified in Financial Forensics) and CGMA (Chartered Global Management Accountant) designations through the AICPA.
He holds his Series 79, 62 and 63 securities licenses, and is a Registered Representative of, and Securities Products are offered through, BA Securities, LLC.