Looking back on my 25 years of finance experience as an
entrepreneur, senior manager and revenue driver responsible for the P&L of
several successful organizations and small business enterprises, I feel
uniquely positioned to help owners and founders expand, elevate and evolve
their capital positions.
I landed in the world of investment banking through an
unusual path. After completing my
bachelor's degree, I spent a decade as a fundraiser for charities in the
not-for-profit arena. I loved the essential nature of my role as my work
personally impacted top line growth on a daily basis. Money raised went into tangible improvements,
such as bricks n mortar and expansion in the educational institution; and, in
the case of micro-lenders, money went directly into the hands of individuals to
fund early-stage businesses and create jobs.
Witnessing the power of capital to transform lives, my passion for
finance grew.
Subsequently, I co-founded my M&A advisory firm with
long-time colleague John Gullman. Our
team executed countless deals on behalf of business owners in the lower middle
market, many family-founded and owner-operated. Being industry agnostic has
given me insights into many different business models, and allowed me to build
relationships with a diverse cadre of lenders and investors.
Today we can help our clients make mission critical moves,
to achieve acquisitions, strategic alliances, mergers, recaps, management buy
outs, career transitions and exits. I
know how essential it is for every company, no matter the size, sector or
ownership structure, to maintain a strong cashflow and have access to capital
at critical times, in order to ramp up, maximize growth, and increase value.
With local, national and global capabilities, my Partners and I are in an ideal
position to handle anything that comes our way -- capital raising, buy side, sell
side and everything in between.
