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Brandon Lamb

Brandon Lamb is a Partner in the Transaction Advisory Services practice at Maxwell Locke & Ritter LLP. He specializes in financial due diligence for SaaS and technology-enabled services companies, with extensive experience in buy-side and sell-side engagements. Over his career, he has led hundreds of transaction advisory projects, particularly for private equity and venture capital clients.123

Education and Credentials

  • Juris Doctor (JD): University of Houston Law Center
  • Master of Science in Accounting & Bachelor of Science in Business Administration: Trinity University
  • Certifications: Certified Public Accountant (CPA) and member of the State Bar of Texas.1

Professional Experience

Brandon has over 28 years of professional experience, including roles at:

  • Ernst & Young
  • KPMG
  • Arthur Andersen
  • Frost National Bank
  • SCA Transaction Services.1

Expertise

His areas of expertise include:

  • Quality of Earnings (QoE) analysis
  • SaaS metrics evaluation (e.g., ARR, churn, gross margins)
  • Tax diligence and net working capital analysis
  • Purchase agreement consultation to mitigate post-transaction risks.23

Community Involvement

Brandon is actively involved in organizations such as Texans for the Arts, Meals on Wheels, The Dream Come True Foundation, and the Juvenile Diabetes Research Foundation.1

Brandon's approach emphasizes delivering actionable insights and fostering trust throughout the due diligence process, making him a key advisor for complex transactions in the recurring revenue sector.3

Highlights

Jan 29 · mlrpc.com
Maxwell Locke & Ritter: CPA and Advisory Firm
Maxwell Locke & Ritter: CPA and Advisory Firm
Jan 17 · mlrpc.com
Transaction Advisory Services for SaaS & Software | ML&R
Oct 9 · mlrpc.com
Brandon Lamb - Maxwell Locke & Ritter
Brandon Lamb - Maxwell Locke & Ritter
Sep 10 · mlrpc.com
Stay Ahead of the Curve: How Real-Time Insights Drive Deal Success
May 6 · mlrpc.com
Representative QoE Transactions - Maxwell Locke & Ritter
Representative QoE Transactions - Maxwell Locke & Ritter

Related Questions

What are some notable transactions Brandon Lamb has led?
How does Brandon Lamb's experience at KPMG and Ernst & Young influence his current work?
What makes Brandon Lamb's approach to transaction advisory services unique?
How has Brandon Lamb's involvement with organizations like Texans for the Arts impacted his career?
What are the key value drivers that Brandon Lamb focuses on in his transactions?
Brandon Lamb
Brandon Lamb, photo 1
Brandon Lamb, photo 2
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Location

Austin, Texas, United States