Tyler Carlson

MBA
Director & Shareholder
P: 414.465.5641

Expertise

  • Financial modeling & analysis
  • Industry & market analysis
  • Mergers & acquisitions
  • Business valuations

As a key team member of Taureau Group, Tyler works closely with the investment banking team to realize the goals of clients. He performs valuation analyses, constructs complex financial models, conducts industry research, and works with clients to create offering materials for potential sell-side and buy-side companies. He identifies the highest potential buyers or sellers, while evaluating comparable companies and relevant transactions to create pitch books and calculations of value.

Throughout the process, Tyler coordinates communications between his client and outside parties, prepares financial schedules, and creates management presentations for meetings between his client and interested strategic and financial organizations. In addition, Tyler establishes and manages electronic data rooms during due diligence to facilitate an efficient and timely process for the success of the transaction.

Prior to joining Taureau Group, Tyler had more than five years of experience as a project engineering manager for Brady Corporation. He is knowledgeable in industrial manufacturing, product design and development, Six Sigma, competitive market analysis, and quality assurance. He managed the annual budget for the Small Marketing Projects Group, which delivered over $20 million of revenue during his tenure. He was the first member to complete the R&D Leadership & Development program at Brady, which focuses on developing top young talent.

Accomplishments

  • Successfully found a strategic buyer to purchase an international medical device manufacturer.
  • Significantly increased purchase price for a client after a pre-emptive offer was made by running a marketing and competitive bidding process.
  • Successfully sold an industrial electrical control panel engineering and manufacturing company to a private equity group.
  • Assisted owner in recapitalization of business by creating private capital market to identify and negotiate with best buyer.

Education

  • University of Wisconsin–Milwaukee, MBA, Finance Concentration, graduated Summa Cum Laude
  • University of Minnesota, BS, Mechanical Engineering

Professional Memberships

  • Association for Corporate Growth (ACG), Wisconsin Chapter, ACG Cup Committee Chair
  • Licensed Securities Representative (Series 79 and 63)

Community Involvement

  • The First Tee of Milwaukee County
  • Milwaukee Lakefront Marathon

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What our clients say

I wanted to take this opportunity to thank you once again for playing an integral part in the success of this transaction. I was thoroughly impressed from day one with your level of professionalism and the detail provided by the team at Taureau throughout the M&A process. It was a true pleasure working with you and I look forward to the potential opportunity of doing so again in the future. - Matthew Doran, President & CEO, Anstadt Communications
With their dedication to the project and timely, organized communication, it was easy to partner with Taureau Group and we’d happily refer them to anyone looking for acquisition help. - Lisa Reardon, President, CEO and Chairman , OwnersEdge, Inc.
I want to thank you again for all the hard work and support and effort your team put into making this deal happen. I know it was quite a challenge, but I believe the outcome couldn’t have been any better. Taureau Group’s professionalism, thoroughness and insight were very valuable in achieving the successful outcome we did. I look forward to staying in touch, and I invite the opportunity to work together in the future. - John Topetzes, (Former) Owner, Sanborn Tube Sales of Wisconsin, Inc.
I cannot thank you and the rest of the team enough for all your work to make such a great match. When we decided to launch early last year, I never expected to find such a good buyer at such a great price. You were able to find a company that understood where we were in our rebuilding process and recognized the potential value. Your team provided unbelievable support throughout the entire process. - Kim Nichols, (Former) CEO, Racine Metal-Fab, Ltd.
The team at Taureau Group was excellent to work with! Their attention to detail, professionalism, and ability to work collaboratively with the parties was key to completing a complex transaction. TRA's clients and employees will benefit greatly from the buyer that Taureau Group found. They are clearly experts in this industry, and I highly recommend them to anyone thinking about selling their business. - Jason Schmitt, (Former) CEO, Technology Resource Advisors, Inc.
I don’t spend much time doing references or give a lot of referrals, but have been delighted to do both for Taureau Group. Corey Vanderpoel and his team were great to work with. Smart, experienced, and good people to boot. They worked with us on the quantitative and qualitative aspects of our transaction to mindfully refine our goals and strategy. They then facilitated a very intentional process which yielded a successful outcome. Hard to ask for more with such an important matter that is one part business and one part emotion. - Alex Lawton, CEO, The C.A. Lawton Co.
It was a pleasure working on our project with Ann Hanna and Mike Schroeder of Taureau Group. It was truly a very professional experience. - Guy Bradshaw, Founder, Chairman, CEO, Bradshaw Medical, Inc.
Taureau Group got me through some very difficult times during the acquisition of our company, and I will never forget their friendship. - Peggy Lescrenier, (Former) President, Gammex, Inc.
We greatly appreciate the Taureau team and their attention to the extraordinary amount of detail throughout the transaction. They genuinely cared about us and worked diligently to make sure we understood the process. They were always professional, dedicated, and easy to work with and they found us the right partner for the future of our company. I highly recommend them, and they have our eternal trust and thanks. - Troy Rankin, President, Farwest Corrosion Control Company, Inc.
Working with their M&A team, was not only effective but pleasant and informative. I realized how important their extreme detail, responsiveness and warm personalities were, which I believe was the recipe needed in making this all come together. - Steve Mirecki, President, Color Craft Graphic Arts
I trusted Taureau Group with the sale of my business and was pleased with the structured process meeting my objectives to maximize value and keep the business in the community. They approached hundreds of prospective buyers in a manner that created a lot of interest yet with full confidentiality. Although this was a business transaction, I appreciated the human approach their team had as they worked closely with me and my family throughout the process and relentlessly negotiated for our benefit. - Rick Blaha, Pak-Rite, Ltd.
Choosing Taureau Group to help me find an investment partner was the best decision I could have made...I’m grateful to have found the perfect team, giving my company and me the perfect solution. - Steve Mirecki, President, Color Craft Graphic Arts