HORNE Capital

Kratik Gupta is an Investment #Banking Analyst with the HORNE Capital team where he works on various engagements with the advisory team, helping clients to prepare their businesses for sale or executing on an M&A marketing process. His duties include conducting industry and company research, preparing financial analyses, and facilitating due diligence. Kratik is originally from Indore, India and graduated from Millsaps College with a degree in #Economics and Applied #Mathematics.

This season, we reflect on the true meaning of Christmas: the gift of hope, peace and joy through the birth of our Savior. "For to us a child is born, to us a son is given, and the government will be on his shoulders. And he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace." – Isaiah 9:6 May the promise of this verse bring peace to your heart and purpose to your journey. From all of us at HORNE, we wish you and your loved ones a Christmas filled with the blessings of this sacred season. Happy Holidays! 🎄✨

Meet Alfredo Pascual! As a business #valuation & #transaction advisory services senior associate within HORNE Capital, he has previous experience as an accountant in the #finance & #accounting department of a practice management company and as a senior accountant for a leading operator of surgical facilities & ancillary services. Alfredo joined our firm in 2021. He earned his Bachelor of Business Administration with a concentration in Accounting from Trevecca Nazarene University & his Master of Business Administration from Union University. He’s a Certified Public Accountant & a Certified Valuation Analyst. Learn more about Alfredo: https://lnkd.in/gkTEq_i3

As #Investment Banking Manager for HORNE Capital, Leigha Malone, Esq. In her role as a sell-side M&A transactional advisor, she brings a unique perspective to the table. Her legal background as an attorney on the MS Gulf Coast enables her to identify potential legal hashtag#risks and provide strategic guidance throughout the hashtag#transaction and #duediligence process. Leigha is a Mississippi-licensed #attorney and previously focused her practice on corporate law and high net-worth #estateplanning, offering business entity guidance, exit and succession planning, as well as intellectual property counsel. 🤝 Connect with Leigha to learn more about her passion for helping clients achieve their strategic goals, maximize value, and navigate the complexities of the deal-making process!

"I would recommend HORNE Capital because they're good at what they do, their resources go beyond my expectations...and what they brought to us at the end, they helped us pick the right person based off what Upchurch wanted to get out of this, not what HORNE thought. Communication and they listen; they listen to you." - Robbie Upchurch The HVAC industry is heating up, and buyers are more interested than ever in acquiring strong businesses, just like with our previous client Upchurch. Whether you're planning for retirement or exploring your options, understanding your business’s value and the transaction process is critical. We specialize in HVAC transactions and provide guidance every step of the way. ✅ Discover what your HVAC business could be worth ✅ Learn about industry trends and buyer insights ✅ Get expert advice for a seamless sale and next steps Find out more about how HORNE Capital can advise in selling your HVAC business here: https://hornecapital.com/ #ClientSuccess #BusinessAdvisory #MergersAndAcquisitions #HVAC #HORNECapital #MnA

As a manager in HORNE’s #valuation & transaction advisory group, Alana B. specializes in business valuation and consulting services. She assists business owners, primarily of operating companies, with valuations for transactions and #strategic planning, #tax & estate planning and financial reporting purposes. She also works closely with clients in need of transaction advisory services, assisting business owners through a sale or #acquisition process. Alana joined the HORNE Capital family in 2020. Previously, she served as a staff accountant at a firm where she performed valuation services primarily for estate & gift tax purposes, purchases/sales of businesses, equitable distributions and community property related divorces. Alana received her Bachelor of Science in Business Administration with an emphasis in accounting from The University of Southern Mississippi and her Master of Business Administration from William Carey University. Learn more about her at the link below. Alana is a Certified Public Accountant licensed in the State of Mississippi. She completed the requirements to be classified as Accredited in Business Valuation by the AICPA and obtained the Certified Valuation Analyst credential from the National Association of Certified Valuators and Analysts (NACVA). https://lnkd.in/ekz8vNDG

"They had a plan, they'd been there before and knew where we were going...they laid out the roadmap for us and said 'Get ready, this is the way it's going to be.'" - Mike Upchurch "Anytime you want something, you email and one of them will call you and answer any questions." - Cindy Upchurch "We had a real good experience with HORNE, and we would not be where we are with our sale without HORNE." - David Upchurch Earlier this year, HORNE Capital served as the exclusive financial advisor to Upchurch, a leading family-owned regional mechanical, electrical and plumbing service provider. Hear from our clients about their experience and read about our specialized advisory services for HVAC business transactions at https://lnkd.in/exvsci4y. Neal Stephens #ClientSuccess #BusinessAdvisory #MergersAndAcquisitions #HVAC #HORNECapital #MnA

Jarrod Barraza, CFA, ASA, ABV, CVA serves as a senior manager in HORNE’s #valuation & #transaction advisory group, focusing on the #healthcare industry. Skilled in complex transactions & delivering tailored solutions to meet the needs of his clients, Jarrod uses a data-driven approach, incorporating factors such as market trends, reimbursement rates & operational performance to ensure accuracy and reliability. He represents business owners, strategic corporate buyers & private equity investors with hospitals, dentists, other healthcare services providers, pharmacies, medical equipment suppliers, and healthcare IT companies to advise & manage the sale and purchase process for transacting parties. Jarrod brings his valuation background to the M&A process while advise clients on the financial aspects of a transaction. Jarrod earned a Bachelor of Science in Music and Master of Science in Finance/Risk Management from the University of Colorado Denver. He is a CFA® charter holder, Accredited in Business Valuation, an Accredited Senior Appraiser (Business Valuation) and Certified Valuation Analyst. https://lnkd.in/eB9_nVGA

They asked a lot of questions about our business, about our employees. We just felt that they were going to give us the right guidance and do what was best...and put us in the right direction." - Robbie Upchurch One of our top priorities with our clients is to listen—asking the right questions to truly understand their goals, their team, and what makes their company unique. With a recent successful partnership, we worked with Upchurch to provide the guidance they needed, helping them preserve what mattered most while charting a direction that unlocked the company’s full potential. At HORNE Capital, we believe every business deserves a tailored approach. Ready to explore what’s next for yours? Let’s start with a conversation. Josh Edwards, Neal Stephens #ClientSuccess #BusinessAdvisory #MergersAndAcquisitions #HVAC #HORNECapital #MnA

 Listen to an engaging conversation our host, HORNE’s Jarrod Barraza, CFA, ASA, ABV, CVA, has with Matt Johnson, CPA - partner at Seacap Advisors - in episode two of The Healthcare M&A Podcast. Matt offers a fresh perspective on the evolving healthcare M&A landscape. Listen on all major streaming platforms. Key topics include: 🤔 The challenges of identifying clear trends and patterns in today’s healthcare M&A environment. 📈 A forward look at where pipelines are heading in 2025 and the factors potentially driving shifts. 🛠️ A memorable "war story" from the field, adding a unique touch to the discussion. Whether you're navigating the complexities of M&A or planning for future opportunities, click the link for 23 minutes of actionable insights and thought-provoking analysis. https://hubs.ly/Q02YNhxl0 #Healthcare #MergersAndAcquisitions #BusinessStrategy #Podcast