During my over fifty years in corporate finance, I have been fortunate to have worked with the owners and senior management of middle market companies in Philadelphia, Chicago and since 1980 in Florida. My proudest moments are when I worked for lending institutions that understood the vision and the perseverance it takes to build an organization that can grow a successful enterprise. My decades of experience have included hundreds of engagements in many industries. I have worked with family-owned businesses as well as more broadly owned private and public corporations, helping them access capital driven by various objectives.
After many years in traditional banking and fieldwork, mainly focused on the debt side in the alternative lending industry (ABL and Factoring), I started to work in high growth middle market M&A reconnecting with many of the owners and management teams that I financed as a lender. Together with my partners, we've executed a multitude of deals on behalf of many talented owner-operators and entrepreneurs, connecting them with the capital and financial services they need to grow their companies.
Over the years, I have become very active as a member of the Association for Corporate Growth (ACG) serving as President of South Florida, as well as Chairman of both the ACG International Board of Directors and InterGrowth, the ACG's annual conference. In my 32 years with ACG, I've been credited with starting ten new chapters in North America and several in Europe.
I have been active in both youth athletics as a coach and board member of the Florida High School Ice Hockey League. I am also serving on the Board of Directors of "The 22 Project" which provides hyperbaric oxygen treatments (HBOT) for veterans that suffer from PTS and Traumatic Brain Injuries. I proudly served six years (1970-1976) in the United States Marine Corps and am an active member of the Marine Corps League in South Florida. A great joy of mine has been to participate in several Honor Flights to Washington DC, hosting and accompanying individual WWII Veterans to make the journey from Florida to the US Capital where they take part in meaningful ceremonies, and receive accolades for their courage and service.