Goelzer Investment Management Finalizes Merger of Goelzer Investment Banking with GBQ Consulting
Companies form Strategic Alliance to Accelerate Business throughout Indiana & The Midwest & Expand Business Opportunities for Clients
INDIANAPOLIS, Ind. — March 4, 2008 – Goelzer Investment Management headquartered in Indianapolis, Indiana, announced today the completion of the merger between Goelzer Investment Banking and GBQ Consulting. Both companies share a vision for business valuation services for their clients. Through combined technology, marketing and business levels, the merger allows both companies to drive new growth opportunities within Indiana and the Midwest. Both companies complement each other through products, services, depth of talent and geographical reach.
Founded in 1953, GBQ Partners, LLC is located in Columbus, Ohio and is the state’s largest locally-owned multidiscipline accounting and consulting firm with well over 100 associates. GBQ Consulting, headed by Robert Stutz, a former Goelzer professional, provides business valuation and merger & acquisition services to a broad range of clients throughout the Midwest. Specifically, Stutz’s group focuses on providing valuation services in the context of tax planning & compliance, ESOP & ERISA advisory, management assistance, financial reporting & SEC compliance, transaction advisory & fairness opinions and litigation support. According to Rob Stutz, Director at GBQ, the merger is a great opportunity for both companies. Stutz, a former Goelzer employee, said, “This is an exciting time for GBQ and I am proud to be working side-by-side with the professionals at Goelzer.”
Goelzer Investment Banking (Goelzer) has earned a reputation over the past 38 years as a trusted advisor providing business valuation and corporate financial advisory services to businesses in transition. The firm’s strategic business valuations services span numerous industries, and are used in conjunction with mergers and acquisitions, management and shareholder buyouts, recapitalizations, estate planning and resolution, shareholder disputes, litigation and intellectual property matters.
“The completion of this merger offers both of us a world of opportunity,” says Brett McKamey, President of Goelzer. “We will remain very much involved and will continue to do valuations and service our clients out of our offices on Monument Circle” continues McKamey.
Goelzer Investment Management remains an independent investment advisor providing comprehensive investment planning, advice and management to individuals, families and institutional investors for more than 38 years. Headquartered in Indianapolis, Indiana, Goelzer Investment Management is registered in 34 states and presently advises on more than $1.6 billion in assets.
Visit GBQ Partners on the internet at www.gbq.com and Goelzer Investment Banking at www.goelzerinc.com.