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Brad Winstead
Senior Relationship Manager
Brad Winstead is a seasoned professional with a diverse background ranging from owning small businesses to advising large corporations and equity firms on multimillion-dollar acquisitions.
With a track record of successful mergers completed in record time and capital raises meeting 100% of the offering within 60 days, Brad excels in fast-paced environments.
His expertise includes ERP system migration and integration, financial reporting for multiple entities, and direct interaction with executive management and the Board of Directors.
Brad's skills extend to financial analysis, debt management, team leadership, business reorganization, valuations, and due diligence across various industries such as engineering, healthcare, technology, and retail.
Having held key roles in organizations like The Family Office, Logo Brands, HDR - ICA, LBMC, and Crowe Horwath LLP, Brad brings a wealth of experience in commercial insurance, merger integrations, business planning, taxation strategies, and HR management.
He is known for his hands-on approach to resolving complex financial matters and fostering strong relationships at all levels within an organization.