Mergers And Acquisitions

We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.

At Hobe & Lucas, we’ve developed a strong reputation for guiding clients successfully through their business transitions. Whether you are buying, selling, transitioning to the next generation or starting a brand-new venture, ensure the decisions you make are sound and your goals are achieved by partnering with our experts.

OUR MERGERS AND ACQUISITIONS CONSULTING INCLUDES:

Whatever your situation, our experienced M&A team is prepared. We have helped private and publicly held companies, venture capital and private equity firms, and many individuals navigate the complexity of business transitions across several different industries.

Our M&A Consulting Team

Whatever your situation, our experienced M&A team is prepared.

WILLIAM WILDENHEIM, CPA

Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.

JAMES P. GERO, CPA, CGMA

Jim oversees Hobe & Lucas’ accounting and audit practices. He also works in the accounting, tax and audit practices. In addition, he works with litigation support services, and performs due diligence for mergers and acquisitions. Jim offers specialized skills in auditing publicly held companies, governmental related entities and manufacturers. He is well-versed in financial statement presentation.

LISA M. MATUSZNY, CPA

Lisa joined Hobe & Lucas in 1992 and specializes in auditing, attestation, compliance, and accounting services; focusing on a number of industries including broker-dealers, investment companies (hedge funds, private equity, and venture capital), medical and dental groups, professional service firms, and not-for-profits. She has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa puts her top-notch multi-tasking skills to use as she also oversees the firm’s recruiting and HR functions. For over thirty years, Lisa’s genuine and dependable nature, comprehensive knowledge, and excellent communication skills have enabled her to provide timely and professional advice and assistance to a number of individuals, business owners, and organizations to help them in achieving business success.

During the early part of her career, Lisa noticed a lack of female leadership in the Accounting profession. She saw this as an opportunity and felt inspired to become a role model for other women in her field. Lisa’s career blossomed and she began to advance in the firm, eventually achieving her goal by becoming the first female Partner at Hobe & Lucas, an accomplishment that she is forever proud of and grateful for. As a Partner, Lisa takes an active role in the day-to-day operations of the firm. Her leadership style is one of collaboration. She brings a calm and patient demeanor to the room and enjoys listening, communicating, and sharing. Lisa promises to keep it real through a straightforward approach with each and every client while forming genuine relationships that she so deeply values.

One of Lisa’s main personal interests includes her deep passion for healthy living and healthy eating. She and her husband are avid CrossFitters and, as a breast cancer survivor, Lisa strongly supports Barbells for Boobs – a nonprofit organization striving to improve the quality of life and outcomes in individuals impacted by breast cancer. Lisa also stays active traveling and spending time outdoors where you can typically find her on her stand-up paddleboard or hiking on the amazing trail network that we are so fortunate to have in the area. Her passion for sustainability continues into her love of cooking with local ingredients and her community involvement where she is on the Board of Spice Field Kitchen, a nonprofit that connects people with the source of their food to help individuals learn how sustainable agriculture and mindful preparation nourish people and can change the world. Lisa would be remiss if she didn’t mention her cat, Francie, who is the sweetest Siberian cat that you will ever meet!

Education and Training: 
Bachelor of Science Degree in Business Administration, Accounting, University of Akron
Certified Public Accountant (CPA)

Associations:
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPA’s (OSCPA)

Community Involvement: 

Board Member, Spice Field Kitchen
Former Finance Committee Member, Conservancy for the Cuyahoga Valley National Park

Inspirational Quote: 

“There will always be someone who can’t see your worth. Don’t let it be you.” – Mel Robbins

LOUIS V. LOPARO, CPA, CITP

Louis joined Hobe & Lucas in 1998.  Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability. He provides tax, audit, CFO for hire and consulting services to a variety of closely held businesses in the healthcare, construction and professional services industries.

In 2019 Louis became Managing Partner at Hobe & Lucas. As a trusted advisor and shareholder, he leads with integrity, compassion, respect, and togetherness.  Over the years, Louis has learned that success looks different for everyone, and the importance of building meaningful relationships with those around him. He takes immense pride in the family culture he has helped to build and strengthen at Hobe & Lucas, and that sense of family can be felt when interacting with colleagues and the clients he serves. Those moments of authentic connection drive him in his career at Hobe & Lucas.

Outside of work, Louis loves spending time with his wife and four children, as well as his extended family. In true Italian form, family gatherings bring everyone together and always involve a lot of food! He also enjoys volunteering in the community, discovering new restaurants, catching a performance at Playhouse Square, chasing around his 2 dogs, and singing wrong song lyrics – just to bug his kids.

LAWRENCE A. DEBALTZO, CPA, CGMA, CVA

Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been. However, as trusted advisers, they are also uniquely positioned to tell the story of where that individual, family or business will go.

Lawrence works with professional service companies, trade associations, construction companies, retail stores, manufacturers, real estate companies, restaurant/caterers and individuals to assist with accounting and tax compliance and planning issues, and to provide proactive advice on a consulting basis. Additionally, Lawrence is able to assist clients with valuation issues such as: buy/sell agreements, merges and acquisitions, and exit planning to name just a few Over the years, he has written policy and procedures manuals, developed databases and modeling spreadsheets, and assisted clients with life and business transitions. Lawrence was a sole proprietor for five years, which gives him a unique perspective of the issues facing today’s business owners.

Barry Garvin, CPA

Barry has over 40 years of experience in management advisory services, tax and accounting. He had a successful accounting practice supporting small to mid-market companies before joining Hobe & Lucas in January of 2021.

Barry began with Hobe and Lucas in 2021 when he merged his practice into Hobe and Lucas. He specializes in working with closely held family businesses in all aspects of their business including tax and estate planning, financial and general business consulting, and all areas of compliance. He started working in accounting field when he was in high school working as a part time bookkeeper for a CPA firm. Then continued working at the firm through college. After graduation began working full time at a public accounting firm and eventually became a partner. Barry’s number one priority is client service.

Outside of the office, Barry volunteers and sits on several boards of not-for -profit organizations including The Cleveland Jewish Federation Commission on Cemetery Preservation and The Magnolia Clubhouse. He enjoys being with family, golf, reading and studying religion and history.

Get In Touch

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We Make Mergers & Acquisitions Easy

Whatever your situation, our experienced M&A team is prepared.

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com