Managing Director
Who you work with
Team
The team is built around experience from the buyer’s side of the table: sourcing, diligence, and closing inside PE-backed acquisition platforms.
Vice President
Managing Director
Founder & Managing Director
David spent his career on the other side of the table.
Inside PE-backed platforms he ran add-on M&A end to end: sourcing, diligence, negotiation, integration. Most recently he led acquisitions at PURIS, a water infrastructure services platform backed by J.F. Lehman & Company. He executed add-on acquisitions at FleetPride, a distributor of heavy-duty truck parts and a portfolio company of American Securities. He came to M&A through corporate development at Interstate Batteries, and began his career at PwC, rebuilding finance functions for corporate clients.
Before founding UHR, he closed 40+ transactions representing $400M+ in total transaction value. They spanned buy-side, sell-side, and joint ventures, for founder-owned and family-owned companies.
Almost every company he bought was founder-owned. He sat in the investment committee meetings where those businesses were priced. The imbalance was always the same. The owner across the table was selling once. The buy-side team bought for a living. Most of those owners went to closing without a sell-side advisor, and it cost them.
That is what he wanted to change.
He knows which questions move the price, because he asked them.
David founded UHR Advisory in 2026 to bring institutional buy-side discipline to the lower middle market. He advises founder-owned companies on sale processes, builds acquisition programs for platform and corporate buyers, and leads UHR's own-capital investing.
He holds a B.A. in Economics from The University of Texas at Austin, with a finance minor from the McCombs School of Business.
Bradley is a CPA and senior financial executive with more than 35 years of experience helping founders, executive teams, and investors build, grow, and realize enterprise value. Throughout his career, he has advised organizations on the strategic, operational, and financial initiatives that improve profitability, strengthen EBITDA, and position companies for growth and ownership transitions.
Bradley is a senior consulting partner with ERA Group, where he advises CEOs and executive leadership teams on initiatives that strengthen EBITDA, improve cash flow, and increase enterprise value. His executive experience as a CFO and COO spans financial services, securities brokerage, insurance, consulting, and technology companies. He began his career at Ernst & Young.
At UHR he partners with business owners throughout the transaction process, helping management teams prepare for buyer diligence, articulate their value creation story, and position their businesses ahead of a sale. His combination of operating, financial, and advisory experience gives clients practical insight into how buyers evaluate businesses.
Bradley serves on UHR's executive leadership team and oversees the operating side of the firm's own-capital investing.
He holds a B.B.A. in Accounting from The University of Texas at Austin.
As a Vice President, Reagan works with owners through every stage of a sale, from preparation through close and the support that follows.
Before joining UHR, Reagan spent nearly five years at FleetPride, an American Securities portfolio company, executing acquisitions from the buy-side. He sourced and evaluated targets and carried them through diligence to close. In his last years there the acquisition program ran through him. He kept it moving, managed the relationships with sellers, and administered the earnouts after close. He also led financial planning for the platform, so he knows how a buyer builds the numbers an owner is later paid against. He began his career at PwC.
Having worked from the buy-side, Reagan understands what an investment team will test, what builds confidence, and what can weaken price or terms. He helps founder-owned and family-owned businesses prepare before going to market, support their earnings with evidence, navigate diligence, and negotiate from a position of strength.
He holds a B.B.A. in Accounting from Baylor University.
Jeff specializes in advising service and distribution businesses on growth, acquisitions, and value creation. He has evaluated 5,000+ acquisition opportunities and closed 100+ transactions representing $1B+ in transaction value.
His experience spans the entire transaction process, from sourcing and diligence through negotiation, integration, and post-close value creation. He has helped founder-owned businesses, PE-backed platforms, and strategic acquirers build scalable growth strategies and execute transformational transactions.
Jeff has served in executive leadership roles with organizations including Alan & James Partners, FleetPride, and Interstate Batteries. He helped Alan & James Partners execute its acquisition strategy during its emergence as the nation’s fastest-growing CPA firm, supported FleetPride’s position as the acquirer of choice in the heavy-duty aftermarket, and helped Interstate Batteries strengthen its strategic foundation ahead of a rapidly evolving industry.
Jeff began his career at Deloitte, where he spent five years advising clients on sell-side M&A, corporate finance, and tax consulting. He is a CPA (inactive) and holds a B.S. in Accounting from the University of Oregon and a Master of Business Taxation from the University of Southern California.