Preparing for the Deal: M&A Insights for Founders and Business Owners

Kyle Orwick is a Partner and the Minneapolis Market Leader for Transaction Advisory Services at Eide Bailly, bringing 17 years of experience in public accounting. He specializes in buy-side and sell-side diligence, helping private equity firms, investment banks, and strategic investors navigate complex M&A transactions. Kyle is known for building lasting relationships and delivering practical, insight-driven advice across the deal lifecycle.

Anthony joined Envoi, now part of AlTi, in 2019. Prior to joining Envoi, he worked as a Portfolio Manager at Terra Partners Asset Management Limited in the Republic of Malta, and as a Portfolio Manager at the University of Minnesota. Anthony is a graduate in Economics and Spanish of Hamline University in St. Paul, MN and holds a Masters of Science in Applied Economics from the University of Minnesota. He is a CFA Charterholder. 

Mat Marcussen is a Director at Northborne Partners with over a decade of M&A experience across industries including manufacturing, logistics, business services, and e-commerce. Prior to Northborne, he was a Vice President at BMO Capital Markets, where he executed transactions and built strategic relationships. He also held roles in BMO’s Financial Advisory Services group and at Chartwell, advising family-owned and ESOP-owned companies. Mat holds a B.S. in Finance from the University of Minnesota’s Carlson School of Management.

Rob Laubscher is a seasoned executive with over 30 years of experience, including 15 years leading his own company through transformative growth in revenue, safety, quality, and service. His background spans engineering, factory management, and executive leadership, with a strong focus on operational improvement and strategic execution. After successfully selling his business, he founded Laubscher Consulting to help companies drive continuous improvement in operations and business processes. With degrees in Chemical Engineering and Change Management, Rob brings a practical, hands-on approach to solving complex challenges.