Michael Greteman

Experience

• 

  Windstar Lines

  Jun 2007 - Aug 2011

  Assistant Shop Manager
• 

  National Indemnity Company

  Nov 2011 - Apr 2013

  Accounting Intern

  • Audited “return premium” and “commission adjustment” check requests• Assisted with preparation of various schedules needed for annual audited financial statements for assigned companies• Assisted with coordination of a Specialty Risk medical malpractice insurance program• Monitored Letter of Credit workflow, including monitoring collateral requirements

• 

  Mutual of Omaha

  Apr 2013 - May 2014

  Credit Risk Management Intern

  • Analyzed an investment opportunity and presented it to the investment committee for an approval vote where it was unanimously approved• Collaborated with various credit analysts to analyze financial information from company annual reports and input the data into financial spreadsheets• Gained insight into a variety of domestic, foreign, public and private companies from different industries and the varying accounting standards used

• 

  EY

  Sept 2015 - Nov 2016

  Assurance & FAAS Associate
• 

  Resource Insurance Consultants

  Nov 2016 - Oct 2018

  Valuation Analyst
• 

  Lutz M&A

  Oct 2018 - Aug 2023

  M&A Manager

  Lutz M&A is a Nebraska-based mergers and acquisitions advisory firm. We provide M&A services to profitable businesses with sales of approximately $5 to $50 million, across a wide range of industries. Our focus is to market Midwest-based companies for sale, recapitalization or new investment. We generally utilize a market-driven and competitive process to drive successful outcomes, all in a highly confidential manner.

• 

  Windstar Lines, Inc.

  Aug 2023 - now

  Manager, Operation Strategist