Our goal is simple … to ensure you reach yours

Stacks Image 266
BTSI team members contribute many years of business and professional experience to your M&A team. Our knowledge spans law, accounting, finance, marketing, communications, operations and strategic planning.

Bridging these disciplines is our in-depth knowledge of the M&A process and transaction dynamics. As a team, we also possess exceptional analytical and problem-solving ability, communications skills, discipline, tenacity and creativity.

BTSI professionals guide you through every step of your M&A transaction and provide maximum value at every step. Most importantly, each of us is committed to doing our part to ensure you reach your financial, professional, lifestyle and estate planning goals.
  • Linn A. Crader, President
    Linn A. Crader
    Linn Crader has worked in the M&A industry for over 25 years, starting as Vice President for Finn & West, an M&A firm located in Southern Oregon. Linn's extensive background includes hundreds of successful transactions. He is well-known for a thorough approach to deal structuring that produces the desired results for his clients. Linn's depth of understanding and experience in business provide BTSI with a solid foundation.

    Linn is nationally recognized as an advocate for the advancement and development of ethics and professionalism in the M&A field. His activities include teaching continuing education courses in subjects relating to M&A deal structure in the middle market. He is highly regarded for his efforts in incorporating estate planning, charitable remainder trusts and tax-saving strategies in deal structure. Linn is a popular guest speaker at many national professional development seminars and for a number of local business groups.

    Linn served as Vice President of Finance for the Institute of Certified Business Counselors and is a member of the International Business Brokers Association and the M&A Source. He is also a member of the Executive Officers Club, a non-profit group dedicated to providing professional support in the development of private business enterprises. Linn has held a number of leadership positions in many fraternal and professional organizations.

    Email Linn
  • William D. Beard, M&A Advisor
    William D. Beard
    Bill Beard has been successfully assisting corporate owners sell their companies and realize their goals since 1996. He has M&A experience in multiple industries, including manufacturing, business and personal services, technology and distribution.

    Bill understands the critical issues and concerns faced by shareholders of privately held companies. He can advise flexible and creative solutions to achieve desired goals. His experience in M&A marketing, negotiations, deal structure and tax mitigation ensures thorough professional representation to every client.

    Bill received a B.A. from Virginia Tech and a J.D. from the University of Puget Sound. He is a member of the Washington State, Washington, D.C. and Texas Bar Associations. Bill serves on the Board of Directors of Portionables Inc. and is a member of the Lake Oswego Country Club.

    Email Bill
  • Ray M. Helterline, M&A Advisor
    Ray M. Helterline
    Ray M. Helterline has more than 25 years experience in M&A, corporate finance, commercial lending, financial analysis, and sales. Having spent years providing financial services to middle-market companies, he has an in-depth understanding of the concerns of business owners.

    Prior to joining BTSI, Ray was a Senior Vice President at US Bancorp in the Merchant Banking Group. In his years in corporate and international banking, he arranged a wide variety of financial solutions for middle-market, Fortune 1000 and international companies. Ray has more than two decades of business-to-business financial sales experience. In addition, he also managed the International Private Banking Department, handling the special financial needs of high net-worth individuals.

    While working in the venture capital business, Ray evaluated prospective business plans, performed due diligence, and conducted business valuations. He has substantial experience working in East Asian, European, and Latin American markets. Earlier in his career, Ray worked as an economist at the World Bank in Washington, D.C., in the healthcare delivery industry for Kaiser Foundation, and in the forest products industry for Crown Zellerbach Corporation.

    Ray received a B.A in Economics from Reed College and an M.A. in International Relations from the Johns Hopkins School of Advanced International Studies. He also attended the London School of Economics and the Johns Hopkins Bologna Center in Italy. Ray has served as a board member of the Japan America Society, the Northwest Regional China Council and the World Affairs Council.

    Email Ray
  • Paulette A. Spencer, Financial Analyst
    Stacks Image 256
    Paulette has more than 24 years of experience in corporate finance and public accounting. Her background includes providing audit and income tax services for emerging and established businesses, ranging from development stage to Fortune 500 clients. She has researched business opportunities, drafted and implemented business plans, and worked with venture capitalists under Securities and Exchange Commission Regulations.

    Paulette has worked with Linn Crader since 1996 as a Financial Analyst. Prior to that, she worked with the Big Six Public Accounting firm of Price Waterhouse with assignments in San Francisco, Boston and Portland. She also served as the Corporate Financial Officer for a start-up business that later successfully held an Initial Public Offering as PetSmart.

    Paulette received a B.S. from the University of California at Berkeley, an M.B.A. in Finance from the University of San Francisco, and an M.S. in Financial Planning and Taxation from Golden Gate University. She holds a Certified Financial Planner Designation from the College for Financial Planning.

    Paulette is a Certified Public Accountant and a member of the Oregon Society of Certified Public Accountants. She has taught continuing education courses for corporations, professional organizations and at various universities, including Harvard. Paulette is active in a number of professional and licensing organizations.

    Email Paulette
  • William R. Hill, Financial Analyst & Corporate Development
    William R. Hill
    William Hill began working with Linn Crader in 1990 as a Financial Analyst. His experience at BTSI spans integrated forecasting, business valuation, software development, and presentation development.

    Additionally, William's knowledge includes extensive experience with non-profit organizations as Controller of a large sectarian organization and Accountant within workforce development managing federal and state grants.

    William's business acuity is honed by experience in defense contracting, metal fabrication, and agricultural processing.

    His formal education includes a Bachelor of Science in Business Administration with a major in Finance and minors in Accounting and Computer Science.

    Email Bill
  • Leona Owens, Corporate Development
    Leona Owens
    Leona Owens has more than two decades of experience in sales and account management for high-tech, engineering, construction, and other industries. Leona has demonstrated capabilities in managing projects, increasing client satisfaction, analyzing and resolving problems, negotiating win-win contracts, and improving procedures and processes.

    Leona joined BTSI as part of the business development team. Previous experience included working for Modus Media International in Utah as the New Business Project Manager. Clients included high-tech companies such as Microsoft, Sun Microsystems, and Compaq/HP, as well as smaller high-tech companies. Leona helped clients define and identify required services, worked with in-house departments to coordinate services, responded to RFQs, and managed implementation of new projects.

    Leona graduated from Brigham Young University and holds a B.S. in Business Management with an emphasis in Organizational Behavior. Prior to that, she held a license in Utah, specializing in hotel sales. Leona has received various awards and recognition throughout her career, such as Rookie Agent of the Year, Sales Agent of the Month, and Member of Multi-Million Dollar Club.

    Email Leona
  • Paul Meggison, Corporate Development
    Paul Meggison has worked in senior management for more than 35 years. As a regional sales and marketing manager, he successfully recruited, trained, and led a number of sales teams.

    As a business owner in the janitorial services and courier services industries, Paul successfully started, ran, and sold companies. He also provided business-consulting services to his subcontractor clients, helping them grow their businesses, solve operational issues, and raise capital.

    Paul's experience in running and exiting his own companies positions him ideally to identify with business owners considering their own growth or exit strategies.

    Paul received an honorary doctorate degree for teaching in the Los Angeles School System. He and his family live in Maine.

    Email Paul
  • Carrie A. Blasko, Controller
    Carrie A. Blasko
    Carrie has worked as a Controller in the M&A industry since 1997. Her responsibilities at BTSI include managing the company's financial books and records. Additionally, as Network Administrator, she manages all computer information systems and maintains the Web site. Carrie brings financial expertise and organization, management skills and an in-depth knowledge of technology to the BTSI team.

    Prior to joining BTSI, Carrie worked in the real estate industry, beginning with administrative duties and moving quickly to accounting and investment property management. She also worked in the telecommunications and accounting fields.

    Email Carrie
Open all