Our Team

Our team has one goal:  Providing you with a customized solution that maximizes your value. This culture of client service is deeply imbedded at R.L. Hulett & Company because many of our team members have roots in client service professions like public accounting and banking. As a client of the firm, rest assured that you will be guided in a direction that serves your best interest.

Robert L. Hulett

Chairman Emeritus

Mr. Hulett founded the firm in 1981 and has negotiated and completed more than 200 transactions throughout his career. He began his career as a Certified Public Accountant and practiced with Peat, Marwick, Mitchell & Co. in St. Louis as an Audit Manager and in New York as the Director of Training for Private Business. Mr. Hulett has also served as Chief Executive & Board Member for various middle market companies. As an educator, he was an adjunct professor at New York University and a tenured faculty member at Lindenwood University in St. Louis. He conducted training sessions for middle market CPA firms throughout the country for more than ten years. Mr. Hulett earned his BS/BA Cum Laude in Accounting from the University of Missouri-Columbia, and an MBA from Lindenwood University.

(314) 721-0607, ext. 103

R. Trevor Hulett

Managing Director

Mr. Hulett has led M&A transactions in a variety of industries including manufacturing/industrial, software development/IT, business services and value-added distribution. Prior to joining the firm, he held senior level accounting and financial management positions in both public accounting and large corporate environments. Mr. Hulett began his career as a Certified Public Accountant with MPP&W, a St. Louis-based public accounting firm specializing in middle market companies. He then held various management positions in internal audit and corporate accounting with a Fortune 1000 industrial manufacturing company and also spent nine years with Enterprise Rent-A-Car Company as a department manager in the Corporate Accounting group. Mr. Hulett holds his Series 62, 63 and 79 securities registration. Mr. Hulett earned a Bachelor’s Degree in Accounting from the University of Missouri, Columbia.

(314) 721-0607, ext. 112

David T. Vass

Director

Mr. Vass has over 30 years of business management experience including more than 10 years as President of a highly successful consumer products manufacturing company with revenues exceeding $25 million. During this time, he not only reversed a declining sales and earnings trend, but increased both sales and operating income over 100%. In addition, he has spent over 20 years at the executive level of Vice President of Sales and Business Development. Mr. Vass also has experience in a number of other industry niches including: consumer products, commercial furniture and fixtures and metal recycling. He holds a Bachelor’s Degree in Economics from DePauw University and an MBA from the University of Michigan.

(314) 721-0607, ext. 115

Lori Moser

Director

Lori has over 30 years of business experience in manufacturing and consumer product industries. She has a strong depth of expertise in multiple disciplines including business development, M&A, project management, general management, sales, finance, and marketing.  She brings a high level of energy, drive, and passion to the M&A arena.  Working for a Fortune 500 company, she has led several divestitures; initiated, developed, and ran strategic new business platforms; and held various VP level sales and marketing functions. Ms. Moser holds a Bachelor’s Degree in Finance from Southeast Missouri State and an MBA from Webster University.

(314) 721-0607, ext. 114

Jason Qiao

Analyst

Jason Qiao joined R.L. Hulett & Company in 2020 and provides transaction support for senior-level deal managers including financial modeling, valuations, industry research, offering memorandums and a variety of presentations. Jason graduated magna cum laude with a Bachelor’s Degree in Business Administration with an emphasis in finance, and with minors in mathematics from Saint Louis University. He also earned a Master’s Degree in Finance from Washington University’s Olin Business School.

(314) 721-0607, ext, 107

Cheryl Morris

Marketing & Administration

Cheryl Morris joined R.L. Hulett & Company in 2018 and is responsible for providing administrative support for senior-level deal managers where she processes Confidentiality Agreements, distributes Confidential Information Presentations, ensures proper completion of all necessary paperwork, and maintains all aspects of the office to guarantee the highest level of functionality. She also is a member of the marketing department where she maintains the firm’s database of 70,000+ contacts and assists with ongoing communication with clients, prospects, and referral sources as well as the firm’s marketing and development strategies. Ms. Morris was previously employed as marketing coordinator and has 20 years experience which enables her to assist with the firm’s marketing materials including graphic and content design and distribution. Prior to that, Ms. Morris worked 10 years in the legal field supporting managing partners.

(314) 721-0607, ext. 104

Senior Advisors

Jerry Brown

Senior Advisor

Mr. Brown had a distinguished career in the electrical parts distribution industry. He joined United Electric Supply as a Sales Manager and became CEO in 1984. Under his leadership, the company established sophisticated computer systems that enabled it to deliver superior service and remain cost competitive. During his career, the company’s sales grew from $3.5 million to $70 million. In 2000, he presided over the sale of the company to Westburne Supply, a large publicly-held Canadian distributor. He has been a Director of several industry associations, including the National Association of Electrical Distributors and AAIM Management Association.

Wilson Lewis, Jr.

Senior Advisor

Mr. Lewis managed Systems Engineering and Marketing operations for IBM’s General Systems Division in Corpus Christi, Texas. From there he moved to Wang Laboratories where he served as District Manager overseeing Missouri, Kansas and Southern Illinois. As Director of Marketing, Mr. Lewis was a consultant for Kottmeier & Associates in St. Louis. Joining a heat management research firm, he served as President. Mr. Lewis holds a Bachelor’s Degree of Science in Business Administration from Washington University in St. Louis. He is certified in Production and Inventory Management by the American Production and Inventory Control Society (APICS).

William M. Sheridan, Jr. 

Senior Advisor

Mr. Sheridan has held Chief Executive positions in middle market companies since 1968. He is President of NewMex International, Inc., a product design and development firm. He has strong business development experience, including turnaround work and buying and selling numerous businesses; and extensive international business experience, particularly in Asia and Latin America. He developed and implemented an Activity-Based Costing System for manufacturers. He holds a Bachelor’s Degree of Science in Mechanical Engineering from the University of Missouri-Columbia.