(262) 420-1998
Office in Waukesha, WI
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M&A Advisory2024-02-05T14:10:39-06:00

M&A Advisory: About Lake Country Advisors

What’s the difference between businesses that sit, and businesses that sell? The difference is Lake Country Advisors., a premier M&A advisory company.

Since 2008, Lake Country Advisors. (LCA)  incorporates the large public stock investment banking mentality to the lower Middle Market Client. Historically, these clients have been underserved as too small or too expensive to support by the Boutique Investment banking firms…. This is our sweet spot.

LCA incorporates state of the art technology and critical path approach target marketing which provides local representation with a global reach to an engagement, helping leverage value up – getting the most money for your business.

Lake Country Advisors. is an M&A advisory services firm with offices located in Wisconsin and operating throughout the Midwest and the world. Focused on the full or partial sale, divestitures or mergers of middle- market businesses in niche markets, LCA handles M&A transactions specializing in assisting management buyouts, business reconstruction,  divestitures, value maximization of sales transactions and the end-to-end evaluation of a specific clients’ needs.

Our strong team of unique backgrounds provides us an opportunity to provide our clients with an unparalleled skill set to work in their best interest to reach their goals during their success planning process.

Our Team

For your security, all members of our staff are licensed.

Timothy Bullard CEO

Timothy Bullard

 CEO

CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading… Read More

Mark Smith Board Member

Mark Smith

BOARD MEMBER

Mark has spent the last thirty years of his career in small business. His first venture was to take a small,… Read More

Joe Braier President

Joe Braier

PRESIDENT

Joe is a seasoned M&A Advisor and current shareholder at Lake Country Advisors.  He also has the CVA certi… Read More

Andrew Schmelzer Shareholder

Andrew Schmelzer

SHAREHOLDER

Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to… Read More

Larry Heck VP Of Client Services

Larry Heck

VP OF CLIENT SERVICES

As an experienced M&A Advisor and Exit Strategy Planning Advisor, with over 26 years of being an owner in… Read More

Michael Szmanda VP Of Client Services

Michael Szmanda

VP OF CLIENT SERVICES

Michael joined our team in 2010 and has been a top producer throughout his tenure (most recently, he was recognized… Read More

Tree Peterson Marketing And Admin Assistant

Tree Peterson

MARKETING & ADMIN ASSISTANT

Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly report… Read More

Destiny Wallen Client Services Co-ordinator

Destiny Wallen

CLIENT SERVICES COORDINATOR

Destiny comes to Lake Country Advisors. as a licensed support Agent and Client Services Coordinator…. Read More

Sue Bullard Corporate Compliance

Sue Bullard

CORPORATE COMPLIANCE

Sue has been with the team since the start of the business in 2007.  Read More

Steven Aubrey VP Of Client Services

Steven Aubrey

VP OF CLIENT SERVICES

Steve’s business experience is remarkable in both its depth and diversity.   His professional career has… Read More

Spencer Thomason VP Of Client Services

Spencer Thomason

VP OF CLIENT SERVICES

Spencer spent 35 years as a business owner and during that period bought and sold several related businesses… Read More

Scott Gray VP Of Client Services

Scott Gray

VP OF CLIENT SERVICES

Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif… Read More

Steve Dykstra VP Client Services

Steve Dykstra

VP CLIENT SERVICES

Steve Dykstra brings a wealth of experience in business consulting, sales, technology, finance and real estate… Read More

James Wendorff VP Client Services

James Wendorff

VP CLIENT SERVICES

James is an experienced finance and operations professional with over 12 James has a triple major in accountin… Read More

Mark Patrick

Mark Patrick

VP CLIENT SERVICES

Mark comes to Lake Country Advisors with more than 35… Read More

Our Team

For your security, all members of our staff are licensed.

Timothy Bullard

CEO

CEO, Tim Bullard, has been the Global M & A asset divestiture of one of America’s oldest global trading…

Read More

Mark Smith

BOARD MEMBER

Mark has spent the last thirty years of his career in small business. His first venture was to take a small,…

Read More

Joe Braier

PRESIDENT

Joe is a seasoned M&A Advisor and current shareholder at Lake Country Advisors.  He also has the CVA certi…

Read More

Andrew Schmelzer

SHAREHOLDER

Andy brings over 20 years of marketing, branding and sales experience both nationally and internationally to…

Read More

Larry Heck

VP OF CLIENT SERVICES

As an experienced M&A Advisor and Exit Strategy Planning Advisor, with over 26 years of being an owner in…

Read More

Michael Szmanda

VP OF CLIENT SERVICES

Michael joined VR in 2010 and has been a top producer throughout his tenure (most recently, he was recognized…

Read More

Tree Peterson

MARKETING & ADMIN ASSISTANT

Theresa, who goes by Tree, comes from an IT/Web Company where she worked with clients to provide monthly report…

Read More

Destiny Wallen

CLIENT SERVICES COORDINATOR

Destiny comes to Lake Country Advisors. as a licensed support Agent and Client Services Coordinator….

Read More

Sue Bullard

CORPORATE COMPLIANCE

Bio Coming Soon…

Read More

Steven Aubrey

VP OF CLIENT SERVICES

Steve’s business experience is remarkable in both its depth and diversity.   His professional career has…

Read More

Spencer Thomason

VP OF CLIENT SERVICES

Spencer spent 35 years as a business owner and during that period bought and sold several related businesses…

Read More

Scott Gray

VP OF CLIENT SERVICES

Scott Gray is an accountant and former real estate agent with a propensity for helping business owners simplif…

Read More

Steve Dykstra

VP CLIENT SERVICES

Steve Dykstra brings a wealth of experience in business consulting, sales, technology, finance and real estate…

Read More

James Wandorff

VP CLIENT SERVICES

James is an experienced finance and operations professional with over 12 James has a triple major in accountin…

Read More
Mark Patrick

Mark Patrick

VP CLIENT SERVICES

Mark comes to Lake Country Advisors with more than 35 years ..Read More

Read More

Sheila Firari

VP OF CLIENT SERVICES

Sheila brings 30 years+ of experience as a well-connected entrepreneur and Real Estate Broker in the local are…

Read More

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