Walt is a Senior Director at SD Capital, leading the full-service investment banking firm helping middle-market companies create and maximize business value. We offer strategic evaluation and execution of various downstream sales and monetization pathways. Walt joined SD Capital in 2023 bringing 25 years of experience in management consulting, transaction services execution and business turnaround situations. Walt is responsible for the Value Advisory stage where we guide owners through the complex process of preparing for sale, de-risking, and growing their companies.
Walt brings significant experience in creating strategic value creation plans, financial analysis, detailed business planning, communication, project management and client engagement skills.
Prior to joining SD Capital Walt played a key role with a Fortune 100 company called the most acquisitive company in the world by Bloomberg. As part of the Corporate Development team, Walt supported 100’s of acquisitions and integrations across multiple business units including systems integration, management consulting, software engineering and government contracting service lines. Walt has partnered with private equity firms and lending institutions in the business turnaround arena to assess distressed companies, create turnaround plans and implement action plans to create value in those scenarios.
Walt also worked for General Electric where he completed the Financial Management Program, “FMP” a two-year master class in the financial and business management process of one of the world’s best managed companies.
MBA – Robert H. Smith School of Business, University of Maryland
B.A. – Political Science, Dickinson College
Member—Alliance of Mergers & Acquisitions “AMAA”
Member—neXco National
Do you have a hobby/personal passion?
My family.
What was the best advice you’ve ever received?
The people you work with matter most.
People would be surprised to know that I…
I’ve worked with Jack Welch!
What is the best or most interesting thing about your career?
Consulting project for my favorite NHL team – Go Devils! Beat the Rangers!!
Do you have a “motto”? (spoken or unspoken)
Two things can be true at the same time.
Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.
Big Thinking: Creating A Grantor Trust To Save $1.5 Million.
Receive all the latest insights and industry tips.
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.
