Katie has been advising business owners on growth and transition for more than 10 years. Her experience includes sell-side and buy-side advisory for lower middle market mergers and acquisitions (M&A) deals as well as strategic growth consulting. She provides clients a high level of professionalism and customer service and brings industry best practices of larger M&A transactions to small- and medium-sized businesses.
Katie received her B.A. degree from Northern State University, in her home state of South Dakota. She has also earned advanced certification in valuations.