I joined CFAW as an Associate in 2010 and have been a Vice President with the Omaha office since 2017. My work centers on founders, family-owned businesses and employee-owned businesses, connecting them with the right partners and guiding them through both sell-side and buy-side decisions, as well as establishing connections that support mutual growth and business development. Whether business owners are considering an exit, recapitalizing, or pursuing strategic growth through acquisition, I strive to identify the best relationships to pursue — helping leaders navigate value, timing, and legacy with trust, discretion, and clarity.
With a dual perspective across buy-side and sell-side M&A, I approach each engagement with an understanding of specific valuation levers, negotiation dynamics, and long-term growth perspectives. I structure transactions working to align outcomes that make sense not just on paper, but for people.
If you're a business owner or leadership team planning what's next — I'm always open to a confidential conversation.
Core Areas of Expertise:
- M&A Deal Strategy & Structuring - Aligning financial and strategic objectives through thoughtful frameworks
- Valuation & Financial Modeling - Supporting negotiation with defensible analysis, forecasting, and strategic scenario planning
- Market Research - Conducting comprehensive market research to identify acquisition targets and partners, assess competitive landscapes, and support strategic decision-making throughout the M&A process
- Due Diligence & Execution Oversight - Managing diligence tracks, closing gaps, and ensuring deal certainty from LOI to close
- Cross-Border Transactions - Experience across the US, UK, Germany, Belgium, Netherlands, and Australia, navigating regulatory, cultural, and tax considerations
- Divestitures & Carve-outs - Advising on strategic exits and spin-offs within larger portfolios
- ESOP Representation - Supporting ownership transitions that reward employee owners and preserve culture
Securities offered through Silver Oak Securities, Inc. | Member FINRA | SIPC
