Nolan & Associates
Note from Nolan's President: Patrick Nolan
Looking back on 2023, it was certainly a year of growth for our team at Nolan. We welcomed Hannah, Matt and Sean to the firm while extending an invitation for Nate to lead our efforts in the Kansas City market. We notched our largest transaction in the firm’s history and completed 17 successful acquisition assignments. There were many milestones that made the year a big success.
This growth is fueling our ability to bring a broader set of capabilities to business owner clients, cover more industries and expand our capacity to do more deals. It’s paired with a firm commitment to keep the “humble and hungry” mentality that has directed us to winning results for our clients for the past 47 years. We remain extremely appreciative of our fellow team members, clients and the network of professionals who help us continue to reach new heights. We look forward to working with you in 2024.
Cheers!
Patrick
Patrick Nolan and his three daughters
Matt Sokolich joined Nolan & Associates to lead the firm's buy side team. Matt's role involves spearheading Nolan's enhanced deal origination services for private equity groups, corporations, and family offices. With over 20 years of experience and having personally sourced more than 1,000 proprietary leads, Matt has established himself as a prolific and highly skilled deal-sourcing professional. Before joining Nolan, Matt held the position of Vice President of Deal Origination at a national buy side Investment Bank.
Sean Sullivan, Senior Associate, was hired at Nolan where he quickly assumed a pivotal role in all aspects of the firm’s M&A efforts. Prior to joining Nolan, Sean was at Barclays Investment Bank, where he worked as an Investment Banking Associate in the Chicago office for two years. In January 2024, Sean relocated back to his hometown of St. Louis and he is eager to connect with the local M&A market.
Hannah Willett joined Nolan's marketing team as a Marketing Assistant, collaborating on various fronts such as the firm’s website, email campaigns, social media presence, content development, and events. Prior to joining Nolan, Hannah worked in marketing and communications in the commercial real estate industry. She earned her Bachelor of Science in Business Administration from the University of Missouri in Columbia, Missouri.
Nolan won the M&A Advisor "Cross Border Deal of the Year" for advising Horizon Lab Systems in its sale to Clinisys. Brett Pantazi, Nolan Partner & Managing Director, led the transaction and accepted the award at the Black-Tie Gala in September 2023 in New York City.
At the 2023 ACG DealMAX event, Brent Baxter, Senior Advisor at Nolan & Associates, was honored with a Lifetime Achievement Award for his dedicated volunteer history with the organization. In July 2023, Brent was appointed CEO of ACG.
Tommy Stream received the 14th Annual M&A Advisor Emerging Leaders Award, which recognizes the achievements of young M&A, Financing, and Turnaround professionals who have reached a significant level of success and made notable contributions to their industry and community.
We are pleased to announce four closed deals in the Locum Tenens industry over the past 12 months. Our team has achieved $500 Million in value for Nolan’s clients with these four transactions. Congratulations to our clients on these successful outcomes!
Nolan Partner and Managing Director, Brett Pantazi, discusses recent trends in the locum tenens M&A market and the process that led to recent deal closings.
We are excited to announce that in January of 2024, Nate Neubauer joined Nolan & Associates as a Director to lead the firm’s entrance into the Kansas City market. Nate is a perfect fit with the entrepreneurial spirit of our team, and we are excited to leverage his knowledge of food & beverage and the broader consumer industry.
Outside the office, Nate enjoys trying new restaurants with his wife and playing sports, particularly golf. He lives with his wife and dog in Los Angeles, CA, and is excited to return to his KC roots full-time in the summer of 2024.
FINRA Licensed Broker Dealer Affiliated
Nolan & Associates’ commonly owned affiliate, Middle Market Transactions, Inc. (MMTI), is but one of a very few FINRA licensed broker dealers serving business owners in the middle market.
Securities offered through Middle Market Transactions, Inc. Member: FINRA/SIPC
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