Trusted M&A advisor supporting middle-market investment banks, private equity, and their portfolio companies. Expertise leading teams, projects, and clients through the M&A transaction cycle, including buy-side diligence, sell-side preparation & execution, and post-acquisition operational KPI builds.Skilled in M&A data analytics, quality of earnings, collateral due diligence, business valuation, operational reporting, and financial statement audit. Known for the ability to build and develop strong teams while providing consistent delivery and reliable insight to businesses and deal teams navigating an M&A process. Advised on more than 200 deals in a variety of industries including manufacturing, consumer, business services, software, and healthcare.
Listed skills include Due Diligence, Asset Based Lending, Financial Forecasting, Business Valuation, and 11 others.