Professional Profile
Experience, wherewithal, and direction.
Experience
- Investing: 24+ years of experience sourcing deal opportunities and making control investments into lower middle market businesses across a variety of sectors. Typically investing as first institutional capital into founder and entrepreneur-led businesses.
- Operations: Board-level leadership plus hands-on experience driving optimization, growth initiatives, M&A integration, and key performance indicators
- Strategy: Budgeting, compensation planning, accountability setting / tracking, revenue-line extension, etc.
Core Strengths
- Partnership-orientation
- Due diligence, market mapping, thesis creation, execution
- Team building and alignment
Professional Interests
- Acquiring or investing in durable SMBs with operational upside
- Partnering with great businesses to help drive growth and liquidity
- Serving as advisor / board member for aligned operators