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ML&R Wealth Management LLC
Maxwell Locke Ritter

Lathrop Smith

Partner

Professional Experience

Lathrop leads the firm’s Transaction Services and Business Development groups at Maxwell Locke & Ritter.  Since the inception of the ML&R Transaction Services group in 2010, ML&R has worked with dozens of private equity sponsors and corporate acquirers on transactions ranging from $5 to $300 million.  He joined Maxwell Locke & Ritter in 2010 after spending 7 years with Focus Strategies Investment Banking, where he provided corporate finance, valuation, and M&A advisory and consulting services for middle market companies, while also assisting with private placements of both debt and equity.

Prior to Focus Strategies, Smith worked in management for a family owned regional engineering and distribution company which was sold to the Kaman Corporation (KAMN), and for Emerson Electric Corporation (EMR) in the Industrial Automation Group in Chicago.

Lathrop is a Chartered Financial Analyst (CFA), which is a professional credential awarded by the CFA Institute, a global association of investment professionals. The CFA curriculum focuses on economic, financial and quantitative analysis; valuation of equities, bonds and derivatives; alternative investments, portfolio management, and ethical standards of professional conduct. CFA Charterholders must pass three six-hour examinations over the course of three years, have four years of work experience in a direct investment decision-making role and an undergraduate degree from an accredited university.  

Industry Focus

  • Mergers and Acquisitions Due Diligence
  • Quality of Earnings Analysis
  • Succession Planning for Business Owners
     

Education

Vanderbilt University
Bachelors of Science in Engineering Science

The University of Texas at Austin
Masters of Business Administration

Community

Past: I Live Here. I Give Here, Treasurer and Board Member; KIPP Austin Public Schools, Board Member 2004-2011; Leadership Austin

Affiliations

Registered Investment Advisor of ML&R Wealth Management; Past President for the Association of Corporate Growth, Central Texas Chapter