Managing Partner
Current• Founded investment banking boutique focused on technology, media and telecommunications sectors• Actively advising Board and C-level executives on strategic initiatives, including mergers & acquisitions transactions, long-term strategy, subsidiary divestitures and strategic placements• Developed outsourced CFO practice area to manage the finance and accounting infrastructure for early-stage companies• Built-out investment arm for family office focused on lower middle market buyout transactions• Structured and assumed operational control of family office investment in healthcare joint venture in regenerative medicine field, including negotiating major hospital contracts with two of the three largest hospital groups in Arizona• Assisted long-standing consumer healthcare technology client with strategy, finance / accounting and operations, including negotiation of IP licensing agreements with Mayo Clinic, Johnson & Johnson, CVS and other major health & beauty product manufacturers