Luke Collett

Corporate Development Associate with experience in M&A, investment banking, financial modeling, and cultural integration. Dual B.S. in Finance and Economics. Dependable, Innovative, and Smart.

Corporate Development Associate at Baysora Accounting Partners (2025-01 – Present)

Platform holding boutique tax and accounting firms. Source and evaluate 60+ potential acquisition opportunities. Conduct initial financial reviews, strategic fit assessments, and deal qualification in coordination with the investment team. Lead outreach and relationship development with firm owners, brokers, and intermediaries, averaging 200 outbound contacts and ~10 direct conversations weekly.

• Designed and executed the proprietary deal sourcing strategy for tax and accounting firms across the Intermountain West, identifying 2,300+ qualified target companies through market research and analysis
• Created NBA draft group for accountants and CPAs to build relationships with potential clients. Identified and contacted professionals and invited them to participate in a good-natured diversion. Received 50 C-suite responses, which all became potential clients.
• Built tracking systems to monitor sourcing KPIs, funnel metrics, and conversion rates, helping refine Baysora's acquisition process. Established sales pipeline CRM for enterprise use.

Corporate Development Analyst at Alpine Investors (2023-01 – 2025-01)

Private Equity firm with over $18B in assets investing in software and services businesses. Source and qualify lower middle-market acquisition opportunities across diverse verticals: Healthcare Revenue Cycle Management, Supply Chain & Logistics Software, and Home Services (HVAC, Plumbing, Electrical).

• Built and managed a proprietary pipeline totaling $10M+ in TEV, aligning with Alpine's investment thesis and portfolio expansion goals.
• Executed structured outreach campaigns (200+ weekly contacts, 25+ CEO engagements), identifying and qualifying high-value proprietary opportunities.

Intern – M&A & Corporate Development at Resideo Technologies, Inc. (2022-06 – 2022-08)

Global $5B company providing home comfort and security systems. Research, analyze, and recommend possible acquisitions, including financial modeling, senior management updates, in-depth functional team diligence efforts. Prepare reports for the Board.

• Conducted market mapping and research of M&A pipelines for four revenue lines, identifying and evaluating investment opportunities to align with enterprise inorganic and organic growth strategies.
• Built and structured detailed working capital and valuation analyses for the carveout of ADI India's distribution business, supporting transaction diligence and strategic sale execution.

TMT Intern– Investment & Corporate Banking at Sumitomo Mitsui Banking Corporation (SMBC) (2021-06 – 2021-08)

• Conducted quantitative and qualitative research, including initial due diligence, preparation of CIMs, and advanced financial modeling to evaluate investment opportunities and corporate actions.
• Performed both internal risk & adjusted returns expectations and customer financial results, including pro-forma and projection analysis for M&A, asset purchases/divestitures, and other corporate actions. Wrote research and industry analysis for Regional Manager to pitch potential business to existing/prospective clients.

BS in Finance and Economics - Dual – Utah State University