CPAs and Advisors’ Transaction Advisory Group assists private equity groups, investment bankers and business owners throughout the country as they navigate complex transactions. Recently, six professionals joined the team, positioning the group to better serve clients and adding to their capacity to take on more transactions.
Chase Carroll, CPA
, is a Manager and an international business strategist based in the Atlanta office. He has a passion for building and validating business cases and leading deal execution which he does as a cofounder of a mission-based venture studio and independent sponsor. Chase has a proven track record in end-to-end deal execution, delivering value creation and guiding team and stakeholder consensus. Prior to joining Warren Averett, he was an independent business strategist who worked with a global portfolio of clients, including Fortune 500 companies, startups and professional athletes. Most notably he supported a publicly traded fashion brand in a business turnaround of one of its international manufacturing partners. Chase lived in Kigali, Rwanda for the last six years with his family and is committed to serving the refugee community globally.
Zach Burgmeier, CPA
, is a Manager in the Birmingham office with more than six years of experience. His primary responsibilities include tax due diligence projects for both buy-side and sell-side deals. Zach has extensive experience working with clients to plan for tax efficient transactions. Prior to joining Warren Averett, Zach was a Tax Manager at a top 10 accounting firm within the Federal Tax Solutions Group.
is a Senior Associate in the Birmingham office. Prior to joining Warren Averett, Drew worked with a Big Four accounting firm for more than three years.
Josh Sloan, CPA, is a Senior Associate in the Tampa office. Prior to joining Warren Averett, Josh was a data analyst for a Fortune 500 company, where he used automation to increase efficiencies in accounting workflows.
Both Josh and Drew will be responsible for buy-side and sell-side financial due diligence. Both will also play key roles in the data analytics group and assisting the Transaction Advisory team by analyzing big data on transactions, creating Quality of Earnings reports and increasing efficiencies.
Mary Ann Patrick
is an Operations Coordinator based in the Atlanta office. She started at Warren Averett in 2019 and has more than 25 years of experience. Her primary responsibilities include supporting the Transaction Advisory team through managing data and workflows, assisting with marketing projects and improving processes and efficiencies.
Last, but certainly not least, joining the team is intern Rachel Brinkley
. Rachel recently graduated from Samford University with an accounting degree and is currently pursuing her Masters. Upon graduation, Rachel has accepted a position with a Big Four Assurance practice out of Chicago. Currently, she supports our Transaction Advisory team in all facets of buy-side and sell-side diligence.
Hanny Akl, CPA, CFE, CEPA, CVGA
, is thrilled to have them join the team. “Warren Averett’s Transaction Advisory Group prides itself on providing exceptional, completely tailored services to all our clients. Adding these six team members reinforces our ability to maintain this high level of service and provides us the opportunity to serve more clients as the market continues to be highly active. We are very excited with what the future holds for our clients and our team!” said Akl.