In going directly to Investment Heaven, you build your portfolio as you would build a wonderful company through a merger and acquisition program. You specify the way you want your portfolio to look, and then you assemble the profile piece by piece by bringing together companies that make their own individual contributions to the desired character. - Robert Haugen.

Mergers & Acquisitions and Global Expansions

  • Acquisition UPTG / Property Tax - July 2024

    At Source Advisors

    Aided in the integration of IT and new adjacency service offering.

  • Acquisition PMBA / SALT - May 2023

    At Source Advisors

    Oversaw integration of IT related to acquisition of firm including a new service offering.

  • Acquisition GovGrant / UK Expansion - March 2023

    At Source Advisors

    Oversaw integration of IT related to acquisition with multi-currency and global systems and processes.

  • Merger Bedford Cost Segregation - May 2021

    At Source Advisors

    Oversaw integration of IT related to merger with firm doing same service offerings.

  • Acquisition Intrepid Advisors - Dec 2020

    At Source Advisors

    Oversaw integration of IT relation to acquisition of firm

  • Divestiture from Exela Technologies to create Source Advisors - March 2020

    Aided and took over IT tasks related to the carve out of larger corporation to form stand alone company. Separation of IT systems and networks. Establishment of foundational systems, networks, and processes.