
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.
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Linn A. Crader, President
Mr. Crader is nationally recognized as an advocate for the advancement and development of ethics and professionalism in the merger and acquisition field. His activities include teaching professional continuing education courses in subjects relating to merger and acquisition deal structure in the middle market. Mr. Crader is highly regarded for his efforts in incorporating estate planning, wealth empowered family banks and tax saving strategies in deal structure. He is a popular guest speaker at many national, professional development seminars and for a number of local business groups.
Mr. Crader 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 has held a number of leadership positions in many fraternal and professional organizations and sits on the board of several corporations and investment groups.
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William D. Beard, M&A Advisor
Bill has also participated in capital raises for private companies, valuations and due diligence analysis.
Bill received a B.A. in Political Science from Virginia Tech and a Juris Doctorate from the University of Puget Sound. He is a past member of the Washington, D.C., Texas and Washington Bar Associations.
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Ray M. Helterline, M&A Advisor
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.
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Paulette A. Spencer, Transaction Analyst
Ms. Spencer has worked with Mr. Crader since 1996 as a Transaction Analyst. Prior to joining the firm, Ms. Spencer was 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, which later successfully held an Initial Public Offering as Petsmart.
Ms. Spencer received a B.S. from the University of California at Berkeley, an M.B.A. in Finance from the University of San Francisco, a M.S. in Financial Planning and Taxation from Golden Gate University and holds a Certified Financial Planner Designation from the College for Financial Planning. Ms. Spencer is a Certified Public Accountant and a Chartered Global Management Accountant and a member of the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She has taught continuing education courses for corporations, professional organizations and at various universities including Harvard and is active in a number of professional and licensing organizations.
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William R. Hill, Financial Analyst & Corporate Development
William’s current focus includes managing corporate development and oversight of client financial analysis and presentation.
Corporate Development entails gathering and recording market acquisition information in the BTSI database and subsequently matching suitable buyers with the objectives of our clients. External databases are also queried in the search for market information that will be of benefit. The objective of this research is locating the most suitable buyers who are willing to pay a premium.
Financial analysis and presentation relies on insight and experience to create financial presentations that are clear and understandable. This clarity of presentation is a hallmark of the BTSI product. Our goal is to effectively convey an understanding of the business to prospective buyers. Experience proves that BTSI clients benefit from buyers having a high level of confidence in the information provided.
William Hill’s business acuity is honed by experience in defense contracting, metal fabrication, agricultural processing, non-profit management, and workforce development.
William’s formal education includes a Bachelor of Science in Business Administration with a major in Finance and minors in Accounting and Computer Science.
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Leona Owens, Corporate Development
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.
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Paul Meggison, Corporate DevelopmentPaul 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.
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Carrie A. Blasko, Controller
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.
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