Katie Schaber serves as the Director of Projects & Industry Analysis.  She is responsible for data mining, market research, internal communications, external marketing campaigns and project management. She also supports all partners in due-diligence efforts for buy-side clients and assists sell-side clients in organizing and populating their virtual data rooms.  

Before joining Schwartz Advisors in 2016, Katie worked in various sales and marketing roles at UCI-FRAM for 10 years. Her main objective at UCI was to support the traditional sales team which enabled her to gain extensive customer experience in the WD channel.  While at UCI, Katie was the focal point for over 40 sales team members, provided sales reporting, planned trade shows with budgets over a $500k, organized changeover logistics, and managed sales meetings.  She also assisted in digital marketing efforts and retail rebate programs.  

Katie graduated magna cum laude from the University of Southern Indiana with a Bachelor of Science in Marketing.

“We built SA to serve small and mid market companies who are working on organic or acquisition growth initiatives or seeking an exit from their business. We have built a great team of auto aftermarket experts who all have operating experience in the industry.”

| Rick Schwartz, CEO, Schwartz advisors

“Transportation as a Service will significantly change the automotive aftermarket in the next five years.You’re either planning to be a TaaS player now or you’re about to be run over by an autonomous vehicle.”

| Derek Kaufman, Managing Partner, Schwartz advisors

“Selling a family owned or closely held business is much more than a financial transaction. It’s very personal and requires an approach that is fine tuned to each individual business owner. Our expertise lies in understanding both the financial and personal aspects to achieve a successful outcome.”

| Keith Zar, Managing Partner, Schwartz advisors