Our Team
Principal
Walter Tomlinson joined Statesman as a Principal in 1998 and has over 22 years of experience in middle-market…
Principal
Scott Actkinson is a co-founder of Statesman and Director of the firm’s Due Diligence and Debt Placement…
Senior Advisor
David Sargent is Statesman’s Senior Advisor of Mergers & Acquisitions. David assists clients in effecting mergers, acquisitions…
Director
Larry Schumann is a Director of the Austin, Texas office of Statesman Corporate Finance. In this role, Larry serves the…
Director
Phillip Wilhite serves as a Director of the Austin office of Statesman Corporate Finance. Phillip uses…
Director
Erik Konicki joined Statesman as a Director in 2016 and has over 20 years of financial experience…
Director
Jim Briggs joined Statesman in 2016 as Director of Mergers & Acquisitions. He has 15 years of…
Director
Gary Cannon performs both Business Valuation and Merger & Acquisition advisory services on behalf of the firm…
Director
Mark Vance joined Statesman in 2018 as a Director. Mark is part of a new initiative by Statesman…
Vice President
Peter Chiu is Vice President of Mergers and Acquisitions in the Investment Banking Group. Pete has been with Statesman for…
Vice President
Jessica Seff joined Statesman in 2018 as Vice President of Mergers & Acquisitions. She brings more than…
Vice President
David Carrasco is Managing Partner of a Mexico City Financial Advisory firm; Strategy Finance & Planning Analyst roles…
Vice President
Sarah Wilson joined Statesman in 2021 as Vice President of Mergers & Acquisitions. She brings more than 9 years…
Associate
Philip Rodriguez serves as an Investment Banking Associate at Statesman. Philip assists in the overall…
Associate
Nathan Hurst is an Investment Banking Associate at Statesman. In this role, Nathan is responsible for…
Analyst
Kailen Kershner joined Statesman in 2021 as an Analyst of Mergers & Acquisitions. Kailen assists…
Administrator
Mary Longshore has been with Statesman since 1999. She is responsible for scheduling all field examinations and…
Small Business Financing
Director of SBA Loan Packaging
Susan George serves as Vice President of Lender Services at Statesman Business Advisors. She joined Statesman in…
Credit Associate
Lubna Fazal has been with Statesman Business Advidors, LLC since 2014. Lubna currently works as a Credit Analyst in the…
Credit Analyst
Marvin Hernandez is a Credit Analyst at Statesman Business Advisors. In this role, he provides analytical techniques to…
Credit Analyst
Joseph Bergner is a credit analyst at Statesman Business Advisors. In this role, he packages small business loan…
Financial Due Diligence
Vice President, Field Exam Manager
Karla Fusto joined Statesman in 2009. She has over eleven years of experience in the banking industry…
Administrator
Mary Longshore has been with Statesman since 1999. She is responsible for scheduling all field examinations and…
Senior Field Examiner
Kristi Carpenter has been a field examiner for Statesman since 2008. She has over ten years of experience in accounting…
Senior Field Examiner
Robert Valdivia is a Senior Field Examiner with fifteen years experience at Statesman Business Advisors. In this role, Bob serves…
Senior Field Examiner
Debbie Hale is a bank examiner with Statesman Business Advisors. Prior to joining Statesman, Debbie served as the…
Senior Field Examiner
Austin Kershaw joined Statesman in 2014. He has over seven years of commercial banking experience from small businesses…
Senior Field Examiner
Jason Jones joined Statesman in 2019. He has over four years of extensive field exam experience, most recently with a…