ProForma West’s intermediaries are tops in their field and strive to provide the highest level of professionalism and effectiveness to their Clients. Unlike many of our competitors, they have both transaction experience and actual business experience across a broad range of industries, including:
This is not an exhaustive list, but it helps you understand the significant depth and breadth of our experience. Many of our people have also sat on both sides of the table— as buyers and sellers of their own companies. That experience helps them understand and appreciate both the business you’ve built and your exit goals. When pursuing the sale of your company, you deserve to have a knowledgeable, experienced team on your side— one that is focused on results.
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Scroll down or click on the name below to learn about ProForma West’s professional business intermediaries.
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David W. Lewis, FCBI
Managing Partner
Dave is a Merger & Acquisition Specialist and Partner. Dave established ProForma West, LLC in 1987 and operates out of the Broomfield office. During his 23 years as a business intermediary, Dave has successfully negotiated the sale of hundreds of businesses. He has testified as an expert witness for cases involving business valuations and other business acquisition related issues. Prior to establishing ProForma West, LLC, Dave was a corporate officer in several companies where he served in President, Vice President and Director positions. The majority of Dave's previous professional experience was in the petroleum and mining industries. He is a member of the International Business Broker Association, Association for Corporate Growth and M & A Source. Dave is also a Fellow Certified Business Intermediary, a distinction awarded only to highly qualified and experienced intermediaries. Dave's education includes an MBA from the University of Denver, a degree in Business Administration from the University of Wyoming, and is licensed in the State of Colorado and other states to provide intermediary services.
Office: 303.427.0800
Direct: 720.353.2213
Email: david@ProFormaWest.com
Kris L. Nielsen
Managing Partner
Kris is a Merger & Acquisition Specialist and Partner. Kris joined ProForma West, LLC in 1991 and became a partner in 1993. Kris established the Fort Collins and Denver, Colorado offices and the Irvine, California office. He is currently responsible for California operations. In his 19 years as a business intermediary, Kris has successfully negotiated the sale of over one hundred businesses. Prior to joining ProForma West, he was CFO for several large corporations and began his career with a stint at Arthur Andersen & Co. He graduated from Kansas State University with a degree in accounting and has successfully completed a number of advanced degree courses in management, taxation and business valuation. Kris is licensed in both California and Colorado to provide intermediary services.
Office: 303.427.0800 (Denver, CO)
Office: 949.852.0880 (Irvine, CA)
Direct: 714.815.4635
Email: kris@ProFormaWest.com
Donald L. Beezley
Vice President
Don is a Vice President in Mergers & Acquisitions and is also President of HealthSource Regional Development, a franchise development company. He specializes in representing small to mid-sized companies in merger, acquisition, business valuations and also provides buyer representation services. Don offers his clients the benefit of over 20 years of substantial business experience in diverse industries, serving in senior and ownership roles for companies with as few as 25 employees and $1,000,000 in revenue up to multi-billion dollar global corporations.
Prior to joining ProForma West, he most recently served as Vice President for Development at an internationally renowned public policy research organization based in Washington D.C. Prior to that he held senior positions with a global distribution organization, established, operated and sold several retail franchises, and worked in commercial and consumer banking. Don’s diverse experience brings a unique, well-rounded background in negotiations, finance, operations, sales, marketing, merchandising, business planning and real estate that compliments ten years transaction knowledge and experience, and offers tremendous benefits to his clients in every industry. Don graduated from the University of Colorado with a degree in Business Administration and an emphasis in Finance and is pursuing his Master’s Degree at Regis University. Don is licensed in the State of Colorado to provide intermediary services.
Office: 303.427.0800
Direct: 303.886.0809
Email: don@ProFormaWest.com
Rick T. Pike
Vice President
Rick brings several years of business ownership to the ProForma West team. His extensive experience in the restaurant, commercial services, and real estate industries provides an outstanding foundation for the exceptional service he provides to his clients. He also has a strong background in Sales, Marketing, and Finance. Rick has established, operated, and sold several companies ranging in size from 12 to 85 employees. He has his Bachelors Degree in Business Marketing from Western State College and is licensed in the State of Colorado to provide intermediary services. Rick operates the Fort Collins, Colorado office. He is a member of the International Business Brokers Association and specializes in representing sellers of small to mid-sized private companies in mergers, acquisitions, and consolidations.
Office: 970.498.0800
Direct: 970.689.0581
Email: rick@ProFormaWest.com
Ron Rosenow, MBA, JD
Ron Rosenow was an officer with several large financial institutions and a well-known international merger and acquisition firm prior to joining ProForma West. He has been integrally involved with merger and acquisition activity and has expertise in the resolution of complex legal and financing issues and arrangements between lending institutions and their clients. These experiences have provided him with hands on exposure to a wide variety of companies, their operations, and their industries. Ron holds an MBA with an emphasis in marketing and finance from The Pennsylvania State University and a law degree from Pepperdine University. He also obtained a BS in Resource Management from Oregon State University. Ron works out of the Irvine, California office for ProForma West, Inc.
Office: 949.852.0880
Direct: 949.852.0880
Email: ron@ProFormaWest.com
Stephen C. Andrews
Senior Associate
Steve brings years of experience and a record of success and innovation to the ProForma West team. He holds a BA degree from Minnesota State University, was a Naval Officer, and has been an active member of the Real Estate and Business Brokerage community for over 25 years. He has served as the CEO of the real estate division of a bank holding company, has been a broker/owner of a successful Business Brokerage and has successfully managed the sale of main street businesses to multi-million dollar companies. He specializes in the marketing of small to medium sized manufacturing, service, and supply companies. With Steve's vast experience and easy to talk to style, he is an effective partner to any business owner in finding the best solution to their unique situation.
Office: 303.427.0800
Direct: 303.513.8969
Email: steve@ProFormaWest.com
Jennifer Orvis
Associate
Jen brings a wealth of marketing and sales experience to ProForma West. She is active in the mainstreet brokerage arena. Jen has a degree from Iowa State and previously worked as a sales representative for an educational book publisher. For more information regarding Jen, please go to: http://www.linkedin.com/in/jenorvis
Office: 303.427.0800
Direct: 303.717.8811
Email: jennifer@ProFormaWest.com
Arlyce K. Lewis
Arlyce is the Marketing Manager for ProForma West. Arlyce prepares business review packages, assists clients and brokers, performs research, and updates the ProForma Website and Internet marketing programs. Arlyce has a Bachelors degree in Marketing and Communication from Metro State University. Prior to joining ProForma West, Arlyce was Manager of Community Relations for StorageTek and also Executive Director of the StorageTek Foundation.
Office: 303.427.0800
Direct: 303.427.0800
Email: arlyce@ProFormaWest.com
