Horizon M&A Advisors

Introduction to Greg Carpenter
President – Horizon M&A Advisors

Overview

Greg Carpenter is a veteran M&A advisor and business broker with 30+ years of experience in business valuation, sales of established businesses, negotiation, and transaction management. He has successfully completed 300+ business sales, helping owners maximize value, achieve financial goals, and transition smoothly.  Greg provides leadership, resources, training and inspiration for his team of M&A advisors and business brokers.

Key Strengths

  • Proven record of delivering confidential, strategic sales
  • Builds and leads expert deal teamsincluding accountants, attorneys, tax advisors, and financial planners
  • Skilled in pre-sale optimizationto attract qualified buyers and enhance sale value

Background

  • Executive roles in process controls and security systems: Product Marketing Manager, National Sales Manager, Product Development Project Manager, Materials Manager
  • US Air Force – Accounting & Finance
  • Early career in textile machinery manufacturing and installation across the U.S. and Taiwan

Education & Credentials

  • MBA– Santa Clara University
  • BA, Business Administration– University of La Verne
  • AA, Real Estate– DeAnza College

Certifications

  • Certified Merger & Acquisition Professional – Kennesaw State University
  • Merger & Acquisition Master Intermediary – M&A Source (Fellow)
  • Certified Business Intermediary – IBBA
  • Leadership: 4-term Board Member – California Association of Business Brokers

Community Service

  • Fee Arbitrator– Santa Clara County Bar Association (20+ years)
  • Mergers and Acquisitions Master Intermediary (M&AMI)
  • Certified Merger & Acquisition Professional (CM&AP)
  • Fellow of the M&A Source
  • Certified Business Intermediary (CBI)
  • Master of Business Administration (MBA)
  • M&A Source (MAS)
  • California Association of Certified Public Accountants (CALCPA) (Affiliate)
  • International Business Brokers Association (IBBA)
  • California Association of Business Brokers (CABB)
  • Santa Clara County Bar Association (SCCBA) (non-attorney arbitrator)

Advisor Insights

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