Guided by Experience. Driven by Results.

30+ years as service business entrepreneur, founder/owner, board member and transaction advisor serving in senior leadership roles across business services, marketing/media services and health tech companies with enterprise values up to $6 billion.

Brings unique combination to investment banking of successful founder/owner/principal expertise and mindset with hands on experience leading strategic and transformational M&A (buy and sell) opportunities.  

Has directly advised over 50 firms in the past sevenyears on transaction planning,  process, sale and assimilation.