As President and CEO, Gerry is headquartered in Houston Texas, and leads a team of approximately 30 business intermediaries and support personnel across South and West Texas, Wyoming, and New Mexico....
His team is focused on the sale of main street and lower middle market businesses.
Since starting Transworld Business Advisors of Houston in 2014, he has sold over 350 businesses. His organization has consistently ranked as one of the top 2 performing organizations in Transworld’s 300 office global network. Gerry is a past president and state board member of the Texas Association of Business Brokers and is currently the President of Transworld Business Advisors’ National Franchisee Council. He was elected to the Transworld Business Advisors Hall of Fame in 2015.
Prior to starting Transworld Business Advisors of Houston, Gerry cultivated thirty years of global business experience which included managing international business units, directing global marketing, and leading a global strategic procurement organization. Gerry has been involved in hundreds of negotiations across 5 continents. He has held executive leadership positions in 3 Fortune 500 companies covering 50+ countries across North America, Latin America, Central America, The Caribbean, Asia, Europe, and Africa.
Gerry's uniquely diverse global business experience includes M&A negotiations, Small Business sales, contract and lease negotiations, retail network development, new business development, global and local marketing, global retail brand management, retail revenue stream development, contract & lease negotiations, strategic global procurement, franchise development, general and operational management, and global franchise development.
Gerry is thrilled to have the opportunity in his current capacity to leverage his extensive business experience to assist others in realizing their business & life goals.
President of Transworld Business Advisors of South & West Texas, Wyoming, and New Mexico
President of Transworld Business Advisors’ National Franchisee Council
Past President Texas Association of Business Brokers Houston Chapter (2021-2022)
Past Texas Association of Business Brokers Board of Directors Member (2021-2022)
Transworld Business Advisors Hall of Fame Member (Elected 2015)
Certified Business Intermediary (CBI)
Certified Mergers & Acquisitions Professional (CM&AP)
Mergers & Acquisitions Master Intermediary (M&AMI)
Member of the International Business Broker Association (IBBA)
Member of the Mergers and Acquisitions Source (M&A Source)
Carmen Hanna is a Vice President – Managing Director with Transworld in Houston, Texas, and has over 30 years of experience in international business and finance. She has held executive leadership positions...
in corporate finance, venture capital, and non-profit management, and has been an advisor and mentor to entrepreneurial ventures in the U.S. and emerging markets.
During her 10-year tenure at Transworld in Houston, Carmen successfully closed several transactions, covering diverse industries including Metal Building Manufacturers, Duct Cleaning Services, Chemical Transportation, Vineyard & Winery, Wedding & Events Venue, and Day Cares. Her experience in M&A transactions has led to her induction in the M&A Source organization and a focus on lower middle market transactions.
Carmen holds an MBA in management from Imperial College Business School, London, UK, where she specialized in corporate finance and customer-focused strategy. Carmen is a member of the International Business Brokers Association (IBBA) and the Mergers & Acquisitions (M&A) Source where she has earned both a Certified Business Intermediary (CBI) designation and a Merger and Acquisition Master Intermediary (M&AMI) designation. Carmen also holds a Texas Real Estate License.
Bobbi Coffey is a strategic financial visionary with over 25 years of experience in a broad spectrum of entrepreneurial support roles in both domestic and international organizations. She has served as...
CFO and right hand to CEO's and business owners ranging from $5M to $850M across several industries including technology, services, construction and light manufacturing.
Bobbi is well versed in the management of all areas of an organization including operations, legal, HR, IT, systems and FP&A. As Senior Business Advisor, Bobbi brings direct hands on experience in the negotiation, acquisition and integration of small and medium sized businesses globally. Bobbi is known for problem solving, creative business structuring and a unique approach to deal completion for the benefit of both the seller and buyer.
Bobbi has a BS in Accounting from Florida State University. Her passions include jeeping off-road, international travel, animal advocacy, and time outdoors with her five large dogs.
Austin Zhao is a Senior Business Advisor at the Transworld Business Advisors Houston team and a Co-founder & President of China-US Pathway. He is also the immediate Past Chairman (2016-2017)...
of the Asian Chamber of Commerce in Houston and a founding board member and the International Committee Chair of Asian Real Estate Association of America (AREAA) Houston Chapter.
Austin has more than 30 years of experience in international business with an extensive background in conducting business in both China and the U.S. His expertise includes:
Austin has been an executive officer for several Chinese and U.S. companies. Formerly he was General Manger of A & G Toys, Inc., Houston, Texas; Executive Vice-President of DL America, Inc., Houston, Texas; and General Manager of Shunlida Company, a unit of The Import and Export Corporation of Dalian Development Zone, which was a state-owned international trade corporation ranking in the top 500 companies in the foreign trade industry in China. He was also one of the eleven Board Directors of the Paraffin Wax Committee for China Chamber of Commerce of Metals, Minerals & Chemicals Importers & Exporters in 1995 and 1996.
Austin speaks Chinese, English and basic Japanese, and has extensive cross cultural experience in business communication between China and America. He is also a Certified Business Intermediary, Certified Mergers and Acquisitions Professional, and a Business Certified Appraiser.
Steve Merritt is a Vice President – Managing Director in the Houston office with over 30 years of experience in Finance and Business Development in Corporate America. He has also owned his own business for...
over 15 years. His experience spans many industries including transportation, oilfield services, waste management, equipment rental, fast food, pharmaceutical, reverse/forward logistics and pool services. Steve is the former Director of Finance for a large publicly traded company where he managed the investment portfolio with a collective valuation in excess of $200M. Within that role, he was a board member and advisor to many of the portfolio companies, creating deals that promoted growth and innovation. His extensive experience as an owner/operator of a multi-unit nationally recognized fast food franchise brings a unique perspective that will help his clients achieve their business objectives. Steve’s exposure in building a business from the ground up brings a beneficial perspective to his clients. He is versed in finding solutions to challenges that were not otherwise visible to others. Steve is a Certified Public Accountant with a BBA from the Rawls College of Business at Texas Tech University. Steve is a native Texan and lives in Houston with his wife of 20 years, and two teenage daughters. His hobbies include watching sports, boating, wake surfing, and spending time with family and friends.
Ron has over 20 years of experience as a franchise owner and franchise development executive with several franchise brands, including Shipley Donuts, Marble Slab Creamery, Papa Murphy's Pizza, and Closet Factory.
Ron's prior experience includes assisting hundreds of new franchisee candidates with opening their own businesses. He also facilitated dozens of franchise resales and has purchased and sold businesses ranging from $200K to $20M. His strengths include problem-solving, creative solutions, and “win-win" transactions.
Ron has a BBA in Finance from Texas Christian University. He is also a licensed real estate broker in the state of Texas. Ron was born and raised in Houston and enjoys spending time with his wife and three kids, traveling, and playing tennis.
Quoc Pham is a senior business advisor with over 10+ years of corporate and small business management experience. He has previously held positions at IBC Bank and Capital One Bank where he thrived...
as a licensed banker and assisted in roles such as management, investments, lending and mentoring. Through the ownership of multiple dry clean stores, Quoc has developed tremendous business acumen. He prides himself in his creativity and strong problem-solving capabilities. These skills have helped him flourish as an entrepreneur and as a professional business advisor, prior to joining Transworld Quoc owned and operated his own business brokerage. Quoc has a BBA in Finance from the University of Houston. He is also a Certified Business Intermediary (CBI) and licensed Texas Real Estate Agent. In his spare time, he enjoys reading, working out, traveling, fishing and spending time with his wife and two kids. Quoc Pham is fluent in English and Vietnamese.
Wayne Blease is an accomplished entrepreneur and business professional with over 30 years experience in the restaurant and real estate industries. Wayne has a proven track record as a restaurant owner...
having owned and managed multiple locations. Wayne has personally sold multiple of his own businesses bringing this unique perspective to the selling process. His background also includes investments in single-family and multifamily properties. Wayne earned his BBA in Finance and Entrepreneurship at the University of Houston’s Bauer School of Business. He also served as a volunteer for many nonprofit organizations, including the Houston Rotary Club, the Spring Klein Chamber of Commerce, Katy Business Network International, and Tri-County Business Associates. Wayne served as president of the Wolff Center for Entrepreneurship Alumni Association, as well as on the board of the University of Houston Bauer College of Business Alumni Association. In addition, Wayne served as an advisory board member for the Katy chapter of the National Hispanic Professional Organization. In his spare time, Wayne enjoys traveling, gardening and hiking.
Rusty Fisher is a Senior Business Advisor in the Houston office. He spent more than 25 years in the financial service sector working first in equity research where he analyzed financial statements...
and published stock recommendations for institutional investors before moving into institutional equity sales where he helped mutual funds, pension funds, hedge funds and money managers choose their stock investments. As a generalist in equity sales, he was required to have a working knowledge of most industries including manufacturing, restaurants, retail, business services, banking, technology, energy, healthcare, real estate, etc. Among his client base, Rusty was known for his honesty, prompt service and his passion for his clients’ success. During his career he acquired and divested of a franchise in the education space and ran the investor relations department for an oil and gas company. Rusty is a native Houstonian who worked in construction before receiving his BBA and then an MBA from the University of Houston. He is a member of the International Association of Business Brokers and the Texas Association of Business Brokers. His interests include cooking, camping, hiking and snow skiing.
Tony Keane has served as the president, CEO, or COO of several global organizations. He is a former CPA and has owned three small businesses. His understanding of the challenges and opportunities running a...
small business allows him to understand the dynamics of your business. His experience in acquisitions, financial analysis, and market assessments make him a great asset to buyers and sellers. He serves on several advisory committees for various companies where he applies his extensive global business expertise. Past positions over the last thirty-plus years have provided him with a broad range of skills, from accounting to business management. He graduated Magna Cum Laude from the University of Cincinnati with a business degree in accounting and management. He is a non-practicing Certified Public Accountant and has an Executive Leadership Certificate from Rice University.
Bo Hudson is a Senior Business Advisor with over 20 years of Executive Corporate Management experience. His career path has provided an extensive background with multinational corporations in both the...
private equity and public sector. While serving as CEO for building product manufacturers DECRA Roofing Systems and Royal Manufacturing he fostered business growth by creating value, making transformational business process changes, and providing exceptional leadership. As an “entrepreneurial” executive, he thrived on the daily involvement with business operations and sales while spearheading product development initiatives which included the granting of 6 different patents. His background provides complete insight into the daily workings of organizations both large and small. Business Brokerage provides Bo with an opportunity to continue being a successful team builder while delivering a win-win situation for all parties involved. He received a BS Degree in Psychology from Spring Hill College in Mobile, Alabama and an MBA from the University of Dallas. His spare time is usually spent with family and travel, but he is always up for the challenge of a woodworking project.
Katie Holditch is a seasoned multipreneur and franchise business owner with over 17 years of experience in small business and franchise operations. Katie has started, grown, and sold a successful house cleaning franchise...
with 45 employees, 750 customers, and $1.5 million in revenues. She is currently the owner of a successful salon franchise, a Franchise Advisory Council Member, a Franchise Marketing Council Member, and was recently selected as a Multi-Unit Franchise Partner of The Year. With her small business and franchise experience, Katie is well-positioned to support sellers in the sale of their businesses and at communicating with buyers. Katie’s favorite part of her job is the people—meeting and working with sellers and buyers who want honesty, clear communication, and full support through the selling and buying process. Katie is a native Texan and proud Texas A&M graduate (Class of 97) with two boys, who she will tell you are the best reflection of her character, Stephen (22) and Jackson (18). In her free time, she loves spending time with her friends and family, indoor cycling, and traveling anywhere there is sand.
Andres Ghersi is a Senior Business Advisor at the Transworld Business Advisors of Houston team. During his more than 25 years of experience...
Andres has been a franchise owner, real estate developer, CEO and project manager for several construction companies. Prior to becoming a seasoned entrepreneur, Andres was also an international banking executive for a BBVA bank and a financial advisor to several technology companies in the early stages of his career.
Andres has a BBA in Economics and International Business and Finance from the University of Miami, Florida reinforced by an MBA. He speaks Spanish and has an extensive cross-cultural marketing and management experience in Latin America.
Mr. Ghersi’s been a leading figure in various business and professional associations both inside and outside the Houston community leveraging his wealth of knowledge and network to benefit his clients here at Transworld.
With over 20 years in healthcare consulting, development, and finance, Molly Adames brings a depth of knowledge and a wide range of experience...
to her role with Transworld Houston. She has held executive leadership roles in large management groups, start-up entities, and publicly traded organizations. In addition, Molly’s experience as a lawyer and small business owner gives her a hands-on approach and a practical perspective in bringing deals to a successful close for all parties involved.
Over the years, Molly has earned a reputation as a well-respected and recognized leader in for-profit medicine across the country, providing consulting services and much needed legal structure, focused not only on risk management and compliance, but also on creativity and innovation. Since moving to Houston and starting her own business in 2010, Molly has focused on providing exceptional leadership and direction to clients from a variety of industries, providing her expanded focus and insight. Her experience, business acumen, and ability to think “outside the box” have allowed Molly’s clients to achieve success in business investment, acquisition, and de novo development.
Earlier in her career, Molly was an established figure on Capitol Hill, leading political advocacy efforts, fundraising, membership recruitment, and public relations, while operating a non-profit national trade association. She has also served as a board member and advisor for various business entities and public commissions, including three terms as a Governor appointed member of the SD Healthcare Commission. Molly received her Juris Doctorate with honors in 1997 from the USD School of Law, where she was awarded the prestigious Gavel Award as the most promising graduate, and served as the Editor in Chief of the Law Review.
Molly enjoys spending her time with her husband and three children, and shares her passion for music and the arts through various volunteer and philanthropic opportunities.
Austin is a Senior Business Advisor with Transworld Business Advisors of Houston. He has an extensive business coaching and business development background with...
more than 10 years experience growing businesses. He is a Certified Executive Leadership and Business Coach. In Austin’s Prepare2Sell business coaching role, he helps business owners prepare their business for an eventual successful business sale at maximum value. He conducts monthly Prepare2Sell webinars, focused entirely on improving business marketability and value. His Prepare2Sell business development program is designed to improve the marketability and value of a business within 6-12 months. In conjunction with his webinars, he also coaches business owners on a one-on-one basis to provide personalized business coaching directed at specific business improvement needs.
He produced a weekly TV segment "Better Business Results – with Coach Austin Tenette" sharing insights with the business community on how to improve organizational performance. As an entrepreneur-in-residence at Houston Community College, Austin co-created and co-delivers the HCC Mattress Mack School of Selling. He works annually with over 3,000 aspiring and existing business owners to start, grow, and optimize their enterprises. Austin holds an MBA from UCLA and serves on various boards throughout the greater Houston area.
Alicia Tashiro is a Senior Business Advisor in the Houston office with over 12 years of experience in Accounting, Consulting, Finance, M&A and running small...
businesses throughout Texas. She has owned and operated multiple small businesses in various industries. Through her entrepreneurial work and experience in finance, she has an in-depth understanding of service companies, oil & gas, manufacturing, entertainment, equipment rental, medical clinics and restaurants.
Growing up in a Japanese culture, Caroline grew up thinking the Toyota lean manufacturing and entrepreneurial way. Her experience spans many different facets...
of business, including start-up, marketing, M&A, finance and operations management. Prior to Transworld, Caroline was a partner in a $150 million, mixed-use commercial real estate development in Dallas as well as the head of land sales, where she specialized in complex land entitlement and development projects.
Roger brings over four decades of entrepreneurial experience to his role. With a diverse background spanning various industries, Roger's expertise lies...
in guiding business owners through the complex process of buying and selling businesses. His profound understanding of finance, negotiations, and strategic planning has enabled him to consistently deliver exceptional results for his clients. Roger's journey in the business world began early as an entrepreneur, where he operated businesses across a spectrum of sectors, including imports, exports, wholesale distribution, real estate, and mortgage-related ventures. Roger has personally bought and sold businesses, gaining firsthand insight into the intricacies of such transactions. He has also guided and assisted several friends and associates in successfully selling their businesses, exemplifying his commitment to achieving positive outcomes for those he works with. Roger's proficiency as a skilled negotiator, combined with his deep comprehension of valuations and business strategies, sets him apart in the field. His comprehensive approach encompasses a thorough SWOT analysis, strategic planning, and exit strategies, all designed to maximize the value of his clients' companies. Roger believes in creating win-win scenarios for all parties involved, ensuring that his clients' interests are protected while fostering amicable agreements. Roger holds an MBA in Finance from Rice University in Houston, Texas where he has also volunteered on a pro bono basis as an Associate Professor teaching MBA students “How to Buy or Sell a Business”. Roger is fluent in four languages—English, Hindi, Punjabi, and Urdu. His linguistic versatility contributes to his success in building and maintaining relationships with potential buyers and sellers from various backgrounds. Roger is well versed with international cultures as they relate to cultures and business styles. He has travelled to and done business in various countries including but not limited to Spain, Brazil, China, South Korea, Philippines, Thailand, India, and Bangladesh. Roger's unparalleled combination of entrepreneurial spirit, strategic prowess, and cross-cultural communication skills positions him as a trusted advisor for small business owners seeking to navigate the complex world of business transactions.
Raul Quintero is a Senior Business Advisor with over 30 years of experience in manufacturing and supply chain operations, product engineering and...
product management. He started his career in the Military as an Army Officer where he received the Kuwait Liberation Medal for his participation in Desert Shield/Storm. After fulfilling his military obligation, Raul started his civilian career in manufacturing operations for one of the big three automotive companies. He continued his career in automotive manufacturing for numerous years before moving to a top medical device manufacturing company. Throughout his 30-year career he has worked in the automotive, aerospace, medical devices, electronics, and oil and gas service industries. Raul has held numerous positions in these Industries from Director of Manufacturing and Product Engineering to Vice President of Manufacturing and Supply Chain Operations in small to medium sized companies. He has been awarded the CEO’s Circle of Excellence award by 2 companies for his plant start up accomplishments and lean manufacturing Implementations. Raul has led numerous cost reduction initiatives from consolidating and starting up new manufacturing facilities to implementing lean manufacturing initiatives at existing facilities for numerous companies. His business acumen and P/L experience will help business owners maximize the value of their company.Raul earned his Lean Six Sigma Black Belt certification in 2018 and his Project Management Professional certification in 2006. He received his Bachelor of Science Degree in Engineering Science from Trinity University in Texas and his Master of Science in Manufacturing Management degree from Kettering University in Michigan. Raul has lived in Houston with his wife Liliana since 2009 and is an avid golfer. He enjoys playing the different courses in the greater Houston area. Prior to 2009 Raul has lived in numerous places throughout the United States and Mexico and is fluent in Spanish. Other hobbies include traveling to Latin America, watching College and Pro Football, and doing group exercise classes with his wife.
Kevin Blodgett is a Senior Business Advisor in the Houston office with over 25 years of experience in drafting, negotiating and closing business transactions. He has...
also owned his own business for nearly 5 years. His experience spans many industries including electric power, natural gas liquids, energy trading, oilfield services, consulting, and health and fitness. Kevin is the former Executive Vice President, General Counsel and Chief Administrative Officer for a large, publicly-traded energy company where he managed all legal, regulatory and compliance matters, including mergers and acquisitions and board governance. He later served as Senior Vice President and General Counsel of a private equity-backed, oilfield services company. In his capacity as General Counsel, Kevin led and closed billions of dollars of transactions, including acquisitions and divestitures, securities offerings and debt refinancing. He began his career as a Corporate Associate at a leading international law firm, where he specialized in securities offerings, mergers and acquisitions, and corporate governance. In addition to his decades of transactional experience in Corporate America, Kevin has extensive experience as an owner/operator of a multi-unit boutique fitness franchise. This gives Kevin a unique, “walked in your shoes” perspective, which he brings to all of his business dealings. He has won the “Gym of the Year” for his franchise brand each of the last two years for two different locations, and this year brought home the title of “Franchisee of the Year” as well. Kevin has significant experience in building a business from the ground up, not to mention leading all aspects of buying and selling Main Street businesses (including franchises). His clients have consistently described him as a practical, solution-oriented businessperson with the ability to both see the big picture and execute the details necessary to bring transactions of all types to a successful conclusion. Kevin graduated Magna Cum Laude from the University of Houston Law Center, where he was the Editor in Chief of the Houston Law Review. Prior to attending law school, he graduated with a BA from Texas A&M University, with a Major in Political Science and a Minor in Management. Kevin is a native Houstonian and still lives in the area with his wife of nearly 30 years. They raised their twin sons, who are in their 20s, in Houston; the boys now live and work in Dallas and New York, respectively. Kevin is passionate about serving his fellow business owners during the most important times of their business lives. If he is not advising a client or working out at one of his fitness studios, you can find Kevin spending time with his family and friends, playing with his dog Scout, or watching his favorite Houston sports teams.
Lis Robert, an esteemed Business Broker with an impressive professional record spanning over 25 years. Armed with a Bachelor's degree in Business Administration, specialized in finances,...
Lis is a serial entrepreneur, having purchased and owned various businesses herself such as a beauty salon, a restaurant, and a remodeling and construction company. This entrepreneurial spirit, combined with her extensive experience, provides her with a unique perspective on business operations and growth strategies. Lis's proficiency in mortgages and loans further solidifies her standing as a well-rounded financial expert. Her success in sales and negotiations is underlined by her commitment to delivering results and closing deals effectively. Fluent in both English and Spanish, Lis possesses excellent communication skills that enable her to connect with a diverse range of clients. As a Business Broker, Lis Robert brings not only a wealth of experience but also a passion for driving business success. Her presence on our team is a testament to our commitment to providing expert guidance and strategic insights to clients seeking optimal outcomes in the complex world of business transactions.
Darrin has assisted entrepreneurs by performing accurate business valuations, advising on specific exit strategies, and confidentially connecting business sellers with qualified buyers.
For over 29 years, he worked in the Petrochemical industry managing Supply Chain asset portfolios in excess of $1B, and completing Supply Chain projects in the US, Europe and Asia. Darrin's expertise and professional demeanor resulted in multi-millon dollar savings and efficiencies on multiple projects over his career.His "can-do" attitude helped progress complicated projects with multiple stakeholders, at times across different continents. Having worked on many deals with a variety of cultures and businesses, it was a natural transition into the business advisory field.
Leslie Perez is a Senior Business Advisor in the Houston office with over 12 years as a Sr. Product Manager and Director of Product Management at several large Oil and Gas corporations in Houston Texas.
These positions included developing business strategies and evaluating and recommending technologies and strategic acquisitions that enhance company’s product lines. Leslie’s education not only included an MBA, but he also holds a BS degree in Mechanical Engineering with a tech focus. He also has 20 years’ experience as a design engineer and engineering manager for the O&G and Industrial Markets.
Andrew has been a business professional for over 20 years and prides himself in an innovative problem-solving approach, always seeking distinctive strategies to bolster businesses by maximizing...
their margins and unearthing untapped value through a meticulous examination of the financial metrics. Through accurate business valuation and consulting Andrew can accomplish maximizing the value when it can be discovered for both sellers and buyers. Andrew’s career path has traversed multiple industries, ranging from retail management to commercial construction distribution. As a business owner, he adeptly harnessed the power of data-driven decision-making, crafting precise metrics and ratios that pinpointed the ideal balance between cost and profit, optimizing profitability. Andrew's journey took an enlightening turn when he recognized his intuitive application of microeconomic principles to achieve tangible results. Eager to deepen his financial acumen, he pursued a degree in Finance and Economics at the University of Texas at San Antonio. His tenure with the Investment Society afforded him the opportunity to refine his skills in company valuations and participate in intricate merger and acquisition ventures, from inception to post-merger integration. Upon graduation, Andrew entered the financial advisory realm at a distinguished boutique brokerage. Here, Andrew specializes in comprehensive asset diversification and the strategic use of insurance products as a vital asset class, enabling clients to secure their financial future with confidence. Beyond his professional pursuits, Andrew is a proud native of San Antonio. He enjoys a harmonious family life, being happily married to his high school sweetheart, and cherishes his role as a devoted father to four daughters, all of whom share a passion for dance. During his leisure moments, he indulges in the art of smoking meats, elevating his culinary interest.
Carlos Fuentes is a seasoned and dynamic business broker with a rich and diverse professional history spanning over three decades. His entrepreneurial journey has seen him delve into various industries, including...
manufacturing, home services, energy conservation, business brokerage, real estate investments, and risk mitigation, performing background checks on individuals and corporations in Mexico and Latin America. With a strong emphasis on small business operations, he has successfully facilitated deals in the following sectors: landscape, lawn care, pool services, restaurants, fast food franchises, daycare, and manufacturing sectors. Carlos brings a hands-on and comprehensive approach to maximizing the value of companies. His strategic process involves meticulous financial analysis, identifying key business bottlenecks, and implementing targeted measures to enhance profitability and operational efficiency. With a sharp focus on financial analysis, Carlos excels in scrutinizing Profit and Loss Reports over multiple years, offering valuable insights for potential buyers. Implementing strategic measures, he can swiftly address operational challenges, fostering improved profitability in a short span. Moreover, Carlos prioritizes transparency and confidentiality throughout the sales process, guiding clients to maintain employee trust and ensuring a seamless transition for buyers through expert managerial advice. As a bilingual and bi-cultural professional, Carlos has nurtured enduring relationships with both buyers and sellers, leveraging his strong connections within the Mexican business community. With an unwavering commitment to integrity and professionalism, he safeguards the interests of his clients throughout the entire transaction process, ensuring confidentiality and transparency every step of the way. His dedication to his clients; success has earned him a solid reputation and a robust referral network. Based in San Antonio, Texas, Carlos operates within a wide-reaching business network that extends to Houston, enhancing his ability to facilitate successful deals across the state. His passion for empowering entrepreneurs and guiding them through the complexities of business transactions is the driving force behind his unwavering commitment to excellence in the field of business brokerage.
Marie Cackler is a highly seasoned professional with 30 years of experience in Accounting, Consulting, Finance, and Controllership. Her career has been primarily focused on small and...
medium-sized businesses within numerous industries. Through her years of being a hands-on Controller, she has an understanding of service companies, landfill gas, SaaS, retail, technology, construction, entertainment, advertising, and residential facilities.
She has gained a thorough understanding of developing and analyzing financial statements on both a GAAP and cash basis. She has spent the most recent years working with multiple clients around the U.S. consulting as a Controller, working side by side with CEO’s and CFO’s. She has supported her client's day-to-day operations including Accounting, Sales, HR, Payroll, IT, and systems. Marie understands the challenges of small and medium-sized businesses and can help owners maximize the value of their business. Her strengths include a thorough understanding of business financials, problem-solving, and strong communication.
Marie has a passion for helping all of her clients either buy a business to become successful business owners or sell their business to move on to new ventures or retire. Sheunderstands that the task of buying or selling a business can be overwhelming without the proper guidance and skills. But her value-oriented focus along with her willingness to dowhatever it takes to find the right solution for all parties while maintaining her client’s confidentiality, lends itself to smooth outcomes with happy and successful clients. Marie received her Bachelor’s Degree in Accounting from Long Island University, as a Magna Cum Laude graduate. In her spare time, she enjoys reading, traveling, animal advocacy, philanthropic opportunities, volunteering as a Girl Scout leader, and spending time with her family and friends.
With 16 years of experience in accounting and finance, spanning various industries from retail and biomedical manufacturing to commercial real estate and banking, Tanner has developed a deep...
understanding of the intricate financial mechanisms that drive businesses. His journey in the financial world led him to become a Partner in a Private Equity Firm focusing on Multifamily Real Estate, where he successfully raised approximately $30M in equity and managed over $100M in assets under management. Tanner’s expertise lies in strategic planning, deal flow management, and comprehensive financial modeling. He is a licensed real estate professional with a proven track record of underwriting over $100M in multifamily real estate, office, and self-storage acquisitions. As a co-founder of Rebus Capital LLC, he played a pivotal role in growing the firm to a remarkable $100M in assets under management. One of his most notable achievements includes orchestrating the successful acquisition of a 180-unit multifamily community in the Permian Basin. This venture, initiated via syndication, saw his firm purchasing at $40k per unit and selling at $89k per unit in January 2020. Tanner’s approach as a business broker centers around being an attentive listener, enabling him to quickly grasp the unique situations of his clients. His primary goal is to assist entrepreneurs in navigating the complexities of buying and selling businesses by devising personalized strategies that align with their aspirations and objectives. Living in Lubbock, Texas, for the majority of his life, and with a Finance Degree from Abilene Christian University, Tanner possesses an in-depth understanding of the local business landscape. This local insight, coupled with his extensive financial knowledge, equips him to effectively connect buyers and sellers, ensuring a win-win situation for all parties involved. What sets him apart is his commitment to transparency and trust. Tanner firmly believes that maintaining the client's best interests and goals at the forefront is crucial in any negotiation. His philosophy revolves around helping his clients discover and achieve their business goals, acting as their trusted guide throughout the process. Outside of his professional endeavors, Tanner finds solace in spending time with his wife and 4 daughters, including twins, one of whom has Cerebral Palsy. This personal experience has further fueled his dedication to aiding business owners in the pursuit of their dreams, especially within the Lubbock community.
Theodore Sesmas, a retired Army captain with five combat deployments, an Eagle Scout, a former stockbroker, and the former owner of three auto repair shops and one high-performance machine...
shop, draws on a diverse background for his rich life experiences. Growing up on a large family-owned ranch and working as a welder in the oil fields provided him with valuable lessons and hands-on experience in the agriculture industry. His military service not only offered opportunities to learn leadership at a high level but also involved conducting contracts with foreign government appointees to advance the nation's interests and military objectives. As a former business owner, Theodore gained firsthand insights into the challenges faced by entrepreneurs, including stress, emotional highs and lows, business metrics, acumen, forecasting, employee management, projection, growth, and pitfalls typical of small businesses. Having navigated the complexities of entrepreneurship, Theodore intimately understands the drive required in today's market. He recognises the crucial role of a trusted advisor and facilitator in the regional market, shaped by state and national demands. Theodore expresses enthusiasm for the Harbour Bridge project, seeing its potential to positively impact small business owners, employees, and their families. In addition to his professional pursuits, Theodore has actively participated in the Wounded Warriors Project as a wounded warrior, scheduled donor, and business contact. Throughout his journey, he believes that his greatest asset lies in his ability to listen, learn, and bring people together to achieve mutually beneficial outcomes.
Stevan Perez is a Senior Business Advisor in the South & West Texas office with over 12 years of experience in Business Consulting. Stevan has been a resident of McAllen, Texas for over a decade. He has...
established deep roots in the community and maintains a significant presence there. He is a versatile professional with a remarkable track record in managing businesses and expertise in marketing and advertising.
Throughout Stevan’s career, he has navigated various financial scenarios. Additionally, he is a certified digital marketing expert, having successfully assisted businesses in the past ranging from major banks to local small businesses. His marketing efforts contributed undeniable results, increasing revenues exponentially. Leveraging his strengths, Stevan can effectively promote his clients' listings and drive sales.
Stevan possesses the expertise to optimize the sale of your business. In addition to analyzing financial statements, he is skilled in forecasting future business earnings and enhancing the attractiveness of your business to potential buyers. He excels as a skilled negotiator, comprehending the intricacies of sales philosophy and body language, effectively leveraging every aspect of buyer interactions to drive successful outcomes.
Stevan believes that genuine communication with both buyers and sellers is essential for ensuring seamless transactions. Guided by this philosophy, his clients can anticipate honesty and integrity in every deal.
Stevan is a professor at his local community college (South Texas College), where he instructs organizational leadership studies. He believes that contributing to his community is vital for fostering a more robust presence and aiding in its growth. Additionally, he volunteers as a coach for the Upward organization, a Christian-based basketball program. In this role, he coaches 1st and 2nd graders, leading the Cheetahs team, which currently holds the third-place position.
Shuba is the dynamic and accomplished Office Manager at Transworld Business Advisors of South & West Texas. With an impressive background in managing...
high-quality, efficient, and cost-effective operations in customer service and consumer product environments, she is a driving force behind excellence in complex projects and strategic initiatives. In her previous roles, Shuba demonstrated her exceptional leadership by efficiently managing the daily operation of litigation orders and the medical records retrieval process, leading to optimized business efficiency. Through the implementation of KPIs and improvements in employee performance, she achieved remarkable enhancements in operational effectiveness. Moreover, her commendable history of recruiting and training 40+ direct/indirect reports and contract employees showcases her commitment to fostering professional skills enhancement within the team. She also played an integral role on executive teams, overseeing job/training schedules, site inspections, and building permits. Shuba's ability to excel in a data-driven, fast-paced environment is a testament to her exceptional leadership skills. She thrives in making sound recommendations and effectively managing complex problems, ensuring the company's continued growth and success. With Shuba's strategic vision, operational acumen, and unwavering commitment to continuous improvement, Transworld Business Advisors is poised for remarkable growth and continued success under her inspiring leadership. Beyond her professional accomplishments, Shuba is known for her innovative thinking, teamwork spirit, and boundless energy. She holds a Bachelor of Science in Apparel Merchandising and Management from California State Polytechnic University, Pomona, and is a licensed Notary Public. During her free time, she enjoys spending quality moments with family and friends, exploring new destinations through travel, engaging in creative DIY projects, and giving back to the community through volunteering.
Ana Zavala is the Internal Resource Manager for Transworld Business Advisors of Houston. In this role, Ana provides our agents with general operational and systems support in the marketing and sale of our client’s businesses.
She has several years of experience working in various Marketing and Public Relations roles and has excellent problem solving, project management and system development skills. Ana has a Bachelor's Degree in Business Administration from Trinity University, where she specialized in Marketing. During her free time, she enjoys spending time with family and friends, discovering new restaurants around the city, working out, traveling and cooking. Ana is fluent in English and Spanish.
Elizabeth Gonzalez is Transworld Houston's exclusive Marketing Director, she joins Transworld with several years of education and hands-on experience working with various marketing platforms...
She has a Bachelor’s Degree from Austin College where she double-majored in Business Finance and Psychology. Elizabeth is primarily responsible for creating and driving the company’s marketing and community relations initiatives. She also directly supports the Houston M&A team along with manages vendor relations for the office. She is a Texas Real Estate Licenses Agent and her hobbies include dancing, fishing, spending time with family, watching crime shows/movies. She is also the proud owner of a pavement princess oIIIIIIIo.
As the Director of Mergers & Acquisitions Analytics for Transworld Business Advisors of Houston, Karissa Bensenberg supports the M&A Intermediary Team on lower middle market transactions. Her responsibilities...
include industry research, market analysis, financial analysis, creating executive summaries, strategic buyer identification, buyer management, and due diligence process support. Karissa plays a major role on our M&A Intermediary team.
Prior to joining the TBA of Houston team, Karissa worked in the financial services industry for 7 years in increasingly sophisticated positions. She graduated from NYU's Stern School of Business with a bachelor's degree in finance and from University of Texas School of Law with a Juris Doctor. Continually seeking to expand her professional horizon, Karissa is currently a CPA candidate. Her hobbies include watching football, hiking, reading, and solving logic puzzles.
Lynn Urback is a skilled Digital Marketer, distinguished for her creative strategies in the constantly evolving digital landscape...
She possesses a deep understanding of digital marketing, as evidenced by her 10+ years with SEO optimization, social media engagement, website management, and in keeping pace with the latest digital trends, analyzing online data analytics, and implementing marketing campaigns, effectively boosting brand awareness and audience engagement. She earned her Bachelor of Business Administration in Marketing from Stephen F. Austin State University. Outside of her professional pursuits, Lynn is passionate about reading, exploring various AI platforms, and cheering for the Houston Astros.
As the Director of Operations for South and West Texas, Lore has a proven track record of delivering tangible results and...
improving efficiency. Equipped with years of leadership, experience, and expertise, she has honed her skills at managing teams, streamlining processes, and optimising productivity. She possesses a unique blend of strategic thinking and hands-on problem-solving, making her the go-to person for any operation challenge. She proudly served as a Human Resource Team Lead in the U.S. Army before making the decision to return to Houston. Lore graduated from Sam Houston State University with a double major in business management and marketing. She is a Texas notary and certified in APHR. During her free time, she enjoys CrossFit, puzzles, and spending time with her friends and family.
Nathan is an accomplished Commercial Real Estate practitioner and one of Houston’s Commercial Real Estate leaders. In his Transworld Business Advisors of Houston role he is focused on supporting agents and...
clients with all commercial real estate marketing needs including lease assignments, lease renewals, broker price opinions, market comparable reports, commercial real estate negotiations, and general real estate support.
Prior to joining Transworld, Mr. Gaines served as Vice President of Brokerage Services at Caldwell Companies where he specialized in the marketing, acquisition and disposition of commercial land and industrial product.
Mr. Gaines’ real estate backgro und and education aid him in his primary focus at Clark Gaines Properties, which is to cultivate new business and pursue development opportunities through impeccable client support and interaction. Through financial analysis and market research, Mr. Gaines assists investors and clients in site selection, development, property acquisition, and disposition. He currently works with new and existing clients to maximize the value of their real estate transactions.
In 2013 and 2018, The Houston Business Journal named Mr. Gaines one of Houston’s Top 20 Real Estate Brokers. Mr. Gaines earned the Certified Commercial Investment Member (CCIM) designation and is a licensed real estate broker in the state of Texas. Mr. Gaines has also obtained the distinguished Society of Industrial and Office Realtors designation (SIOR) – a designation that only 2,900 practitioners hold worldwide.
Mr. Gaines is the Admissions and Membership Chair on the Board of Directors for the SIOR Houston Gulf Coast Chapter. He is also an active member of the Aggie Real Estate Network and the Coastal Conservation Association (CCA – Northwest Houston Chapter), and had served as an Assistant Captain for the Gatekeepers Committee of the Houston Livestock Show and Rodeo. He is a graduate of the 2012-2013 Leadership North Houston class and an active member of Houston’s First Baptist Church in Cypress.
Mr. Gaines pursued his career in Commercial Real Estate after graduating from Texas A&M University with a Master’s Degree in Real Estate from the Mays Business School. Prior to his post-graduate work, Mr. Gaines received a Bachelor of Science in Agricultural Economics, also from Texas A&M.
Mr. Clark is an accomplished Commercial Real Estate practitioner and one of Houston’s Commercial Real Estate leaders. In his Transworld Business Advisors of Houston role he is focused on supporting agents and...
clients with all commercial real estate marketing needs including lease assignments, lease renewals, broker price opinions, market comparable reports, commercial real estate negotiations, and general real estate support.
Prior to joining Transworld, Mr. Clark served as Vice President of Brokerage Services in the Industrial division at Caldwell Companies. He specialized in the full range of both tenant and landlord representation services - including sales and purchase transactions, relocations, marketing, and build-to-suit opportunities. With a strong and well-developed background in sales, Mr. Clark works with new and existing clients to identify ways to add to their bottom line and maximize their real estate transactions.
Prior to pursuing his career in commercial real estate, Mr. Clark worked in an alternate industry where he sharpened his marketing and sales skills with Bell and McCoy by calling on electrical distributors, contractors, and engineers. The time Mr. Clark spent in this industry has given him a greater awareness of his clients’ real estate needs by understanding the operations of their business as he continues to exceed their expectations. In 2020 Mr. Clark was named as one of Houston Business Journal’s Top 40 under 40. In 2013 and 2018, the Houston Business Journal also named Mr. Clark as one of Houston’s Top 20 Real Estate Brokers. He is a graduate of the 2011-2012 Leadership North Houston class and served as the President of the Alumni Association in which he is still actively involved as a board member. Mr. Clark also currently serves on the board of directors for the Intercontinental Chamber of Commerce and has been with the ICC since 2013. He earned the Certified Commercial Investment Member (CCIM), as well as obtained the distinguished Society of Industrial and Office Realtors designation (SIOR) – a designation that only 2,900 practitioners hold worldwide. As a Lifetime Member of the Houston Livestock Show and Rodeo, Mr. Clark serves as the Chairman of the Gatekeeper Committee where he personally oversees and is responsible for over 1700 volunteers. Mr. Clark is an active member at his church, The Foundry Methodist.
As a graduate of the Dwight Look College of Engineering at Texas A&M University, Mr. Clark holds a Bachelor of Science degree in Industrial Distribution.