Private Transaction Specialists
Larry S. Starks, CFA
Larry Starks | Senior Managing Director
Email: larry.starks@waterview-ib.com
Main: 469-916-3937
Direct: 469-916-3935
Mr. Starks leads the Investment Banking Group at Waterview. He has assisted the owners of closely held companies with the sale and valuation of their companies since 1985. Prior to Waterview, Mr. Starks managed the Southwest Region for Citi Capital Strategies which was the middle market M&A division of Citigroup and Smith Barney. Prior to Citigroup, he was in the Valuation Services Group at Arthur Andersen & Co.
Mr. Starks authored instructional materials for business valuation classes and was asked by the AICPA to lecture on the topic of business valuations and transactions. He is a past member of the faculty of the National Center for the Judiciary in Reno, Nevada. Mr. Starks has been featured on PBS's Small Business School series regarding exit strategies, and is a frequent speaker at Baylor University regarding mergers and acquisitions.
Education
- B.B.A. Finance and Economics, Baylor University
Professional Designations and Memberships
- Chartered Financial Analyst (CFA)
- Senior Member (ASA) of the American Society of Appraisers (Inactive), Certified in Business Valuation
- Series 24 General Supervisory Principal
- Series 28 Financial and Operational Principal
- Series 79 Investment Banking Representative
- Series 62 and 63 Registered Securities Representative
Robert G. Hamm, J.D.
Rob Hamm | Managing Director
Email: robert.hamm@waterview-ib.com
Main: 469-916-3937
Extension: 5404
Prior to joining Waterview in 2008, Mr. Hamm led the Southwestern Region for Citi Capital Strategies, Citigroup’s middle-market investment banking division.
During his tenure with Citigroup, Mr. Hamm worked with over 200 operating businesses as both a valuation consultant and M&A advisor. His engagements have ranged from small, privately-held companies to NYSE listed companies and have covered most major industry segments, including: retail, marketing and advertising, business services, healthcare, technology, manufacturing, energy, transportation/logistics, and construction.
Prior to joining Citigroup, Mr. Hamm worked as a member of the tax division of a regional CPA firm.
Education
- J.D., Baylor University
- Master of Professional Accounting, The University of Texas at San Antonio
- B.B.A., Mary Hardin-Baylor
Professional Designations & Memberships
- State Bar of Texas
- Certified Public Accountant – The State of Texas, State Board of Public Accounting
- Series 24 General Supervisory Principal
- Series 79 Investment Banking Representative
- Series 7 and 63 Registered Securities Representative
Thomas G. Wilson, CPA
Thomas G. Wilson, CPA | Director – Mountain West Region
Email: tom.wilson@waterview-ib.com
Telephone: 505-400-6929
Mr. Wilson brings more than 35 years of M&A, finance, and entrepreneurship experience to his role at Waterview Investment Banking. His experience includes over 20 years as an entrepreneur leading a successful manufacturing business (including the acquisition of the business and the ultimate sale of the company), and over 10 years in public accounting with Arthur Andersen & Co. and other firms.
Mr. Wilson leads the business development efforts of Waterview in the Mountain West Region.
Education
- M.B.A., Brigham Young University
- B.S. Accounting, Brigham Young University
Professional Designations and Memberships
- Licensed CPA
- Member of the American Institute of Certified Public Accountants
- Member of the New Mexico Society of Certified Public Accountants
Shelby S. Laidlaw, CFA
Shelby Laidlaw | Vice President
Email: shelby.laidlaw@waterview-ib.com
Main: 469-916-3937
Extension: 5406
Mrs. Laidlaw is active in all phases of client service including financial analysis, market/buyer research, and transactional document preparation for Waterview.
Prior to joining Waterview, Mrs. Laidlaw was an analyst with J.P. Morgan in the Private Bank where she helped high net worth families and family offices with investment management, estate planning, and credit needs. Prior to J.P. Morgan, Mrs. Laidlaw was an investment banking summer analyst for Bank of America Merrill Lynch in their Energy Investment Bank based in Houston, Texas.
Education
- B.B.A., Finance (minor in Accounting) with Honors, University of Texas
Professional Designations & Memberships
- Chartered Financial Analyst (CFA)
- Series 7 General Securities Representative
- Series 63 Registered Securities Representative
Karen Kilbane
Karen Kilbane | Senior Marketing Associate
Email: karen.kilbane@waterview-ib.com
Main: 469-916-3937
Extension: 5409
Ms. Kilbane is responsible for marketing activities for the firm and assigned clients. Her responsibilities include development and execution of marketing plans, initiating correspondence with prospective targets, and conducting preliminary discussions. Ms. Kilbane also assists in preparing documentation and performing market research.
Immediately prior to joining Waterview, Ms. Kilbane was a consultant in the hospitality industry. Prior to that, Ms. Kilbane was an IT consultant at Arthur Andersen & Co. (currently Accenture), and was a sales representative for a large payroll processing firm.
Ms. Kilbane earned her bachelor's degree in Systems Analysis from Miami University in Oxford, Ohio.