13th Annual FEI Capital Markets and M&A Update

Director of Corporate Development, Jay Trumbower collaborates with the firm’s Shareholders on ideas and strategies for BWK that cultivate growth and opportunities for the firm as well as its clients. Jay’s career began in a Big 4 accounting firm, after which he both gained and implemented invaluable experience spanning decades. His impressive resume includes CFO of a $4.5 billion banking group, corporate development leadership roles in a variety of industries, and COO/CFO in professional service firms—including seven years at a regional CPA and consulting firm. In addition to earning a Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater and a Master of Business Administration in Finance from the University of St. Thomas, Jay is licensed as a Certified Public Accountant, Certified Management Accountant, Certified Valuation Analyst, and a Certified M&A Advisor . He also is Dale Carnegie Training certified. Outside the office, Jay spends his time with family and friends. He enjoys golf, pickleball, biking, hiking, reading, board games, and puzzles. Jay and his wife Pam have three children and two grandchildren.

Joe Housman is a Vice President for Brown & Brown Insurance, a national insurance brokerage firm that provides Property/Casualty, Employee Benefit, and risk management solutions. He works with clients on risk management solutions with an emphasis on private equity and M&A transactions. He has worked in a wide variety of industries throughout his insurance, tax, and M&A career. Prior to taking on client risk management duties, Joe assisted Hays Companies with the company’s tax matters and supported various strategic initiatives of the firm, including the sale of Hays Companies to Brown & Brown (November, 2018). Prior to joining Hays Companies, Joe worked at Deloitte in the private company tax group serving private equity and real estate funds, real estate developers, manufacturing companies, professional service companies, and private family businesses on their business and individual tax planning.

As Vice President, Logan Borg is responsible for managing due diligence, financing and execution of new investment opportunities and supporting our portfolio of companies. Logan joined Carlson Private Capital in April 2025. Prior to Carlson, Logan was a Vice President at Silver Oak Services Partners, a Chicago-based private equity firm, where he focused on investments in the business, consumer, and healthcare services sectors. Prior to Silver Oak Services Partners, Logan was an Analyst in the Consumer Group at Harris Williams where he assisted in the execution of sell-side M&A transactions within the Food and Beverage industry. He began his career in the Valuation and Transaction Opinions division of Chartwell Financial Advisory. Logan graduated from the University of St. Thomas and received a B.S. in Financial Management.