Tyler Carlson
MBA
Director & Shareholder
P: 414.465.5641
Expertise
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Financial modeling & analysis
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Industry & market analysis
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Mergers & acquisitions
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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