Vice President Transactions
CurrentWithin this multi-faceted position, it’s my role to facilitate the sale and purchase of profitable businesses in collaboration with sellers, lending banks, and clients, partnering with brokers on each facet of deal structuring and financing while guiding clients through all phases and managing the deal closure process. I contribute to the valuation process and navigate each party involved in the due diligence process before reading contracts, reviewing leases, and drafting addenda to ensure agreement specifications are accurate and precise. I also evaluate a wide array of records and documents and provide proofing, editing, and redrafting application materials for clients.Throughout my tenure, I’ve earned progressive responsibilities in recognition of adaptability, a strong work ethic, and the ability to balance multiple roles.A few of my contributions include:-Serving as the SBA subject matter expert, walking buyers through the financing application process with advice and assistance-Ownership of business development and sales functions with a focus on meeting client needs-The contribution to the drafting of confidential information memoranda annually for final agreement packages-Guaranteeing deals close quickly and efficiently through oversight of banks’ closing checklists-Creating templates, including SBA application documents, for future use
