Kathleen Walton

Kathleen Walton
Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538

Industry Areas

This person is not assigned to an industry area

Service Areas

Kathleen leads the firm’s outsourced CFO services and investment banking practice. Her unique skillset as a creative problem solver, transactional advisor, and a nuts-and-bolts financial executive, equips her to help business owners achieve lasting value within their organizations.

In addition to being a corporate and M&A attorney, Kathleen was a partner at a $500 million private equity firm where she negotiated and evaluated dozens of acquisitions, and participated in capital-raising and portfolio company management. Through this experience, she brings both the buyer and investor perspective, giving owners of businesses she counsels greater confidence to move forward in a transaction.

Whether finding equity, negotiating terms, or buying or selling companies, Kathleen serves as an adjunct to management teams with results such as:

  • Evaluating the best ways to capitalize and finance a digital-marketing company’s hyper-growth. Introducing the right financial partners, establishing solid capitalization, and setting proper financial covenant levels to ensure ongoing success.
  • Advising a second-generation manufacturing business on a successful sale of their business. Despite a downturn in revenues and unfavorable market conditions during the transaction, maintaining the initial sales price of this $80 million transaction.
  • Developing a business-growth strategy and paradigm shift for a 15-year old company that was stagnant. Facilitating an increase in revenue and cash flow through expanded service offerings and business opportunities.

Passionate about her work, Kathleen helps people make better decisions during the extraordinary events in their business lives. She discovers meaningful ways to measure and interpret financial data and then guides owners on how to use that information to increase their business’ productivity. Straight-forwardly advising clients throughout the years, Kathleen challenges business owners to think differently so they can gain market momentum now and increase value over time.


J.D., University of Wisconsin Law School
B.B.A., business administration (accounting), University of Wisconsin


Series 63, 79, and 82 licenses

Professional Associations

Alliance of Merger and Acquisition Advisors

Personal Interests

Enjoys being outside with family and running
Noteworthy accomplishments include completing Ironman Triathlon and climbing Mt. Kilimanjaro

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