Meet the Team

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Lora Estes

Contact Information

Phone

Introduction to Lora Estes

Administrator

Lora manages the administrative functions supporting seven deal makers in our San Jose office.  Her paralegal education and experience give her excellent skills to manage the large volume of confidential documents and information processed in our M&A practice.  From managing communications, to financial data entry and confidential document creation to managing our secure data rooms, Lora’s support enables our dealmakers to provide professional service to our clients.

 

Certified Paralegal

Introduction to Lora Estes

Administrator

Lora manages the administrative functions supporting seven deal makers in our San Jose office.  Her paralegal education and experience give her excellent skills to manage the large volume of confidential documents and information processed in our M&A practice.  From managing communications, to financial data entry and confidential document creation to managing our secure data rooms, Lora’s support enables our dealmakers to provide professional service to our clients.

 

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Service

Plumbing and Piping Contractor

Mask Group 5

Acquired by

a Strategic Buyer

Distribution

Semiconductor Materials

Picture2

Acquired by

AmpliTech

Manufacturing, Distribution

Fastener Business

Picture1

Acquired by

a Strategic Buyer

Service

Plumbing and Piping Contractor

Mask Group 5

Acquired by

a Strategic Buyer

Distribution

Semiconductor Materials

Picture2

Acquired by

AmpliTech

Manufacturing, Distribution

Fastener Business

Picture1

Acquired by

a Strategic Buyer

Founding Partner - Private Equity Firm

Founding Partner, Private Equity Firm

“I recently led an investment group that purchased a business where Mike served as the seller’s M&A advisor. Mike skillfully helped his client with all aspects of the transaction from...

Bill Sekhon

Bill Sekhon, CEO, Nova Microwave

"We engaged Greg Carpenter to represent us for the sale of Nova Microwave. Greg provided a plan to package and market the business while maintaining confidentiality about the sale. We prepared a due diligence document file to facilitate the sale prior to going to market...

Phil Barry

Phil Barry, President, John Roberts Powers Schools

"When we chose Greg Carpenter to represent us for the sale of our franchised chain of modeling and acting schools, we realized that it would be a challenging project. We had purchased one marginally successful franchise and two failed franchise territories…