Began career as a U.S. Army officer after graduation from the U.S. Military Academy at West Point. As a Ranger and Special Forces qualified paratrooper, served in Command and Staff roles in the 82nd Airborne Division, VII Corps, and 11th Special Forces Group (Airborne) in the U.S. and Europe. He also graduated from numerous Army leadership programs including Command and General Staff College, Infantry Officer Advanced, Infantry Officer Basic, Airborne, Ranger, Jungle Operations, Special Forces, and Jumpmaster. He earned the Master Parachutist Badge and attained the rank of Major before resigning his commission to pursue a civilian career.Next earned his MBA from Harvard Business School and gained functional and executive level corporate experience with over two decades in Finance, Sales, Marketing, Engineering, and Strategic Planning roles while at Polaroid Corp., Grumman Corp., Northrop Grumman Corp., Holophane Corp., and NSI Inc. Now a Managing Director & Principal in Corporate Finance Associates (CFA) running their Columbus, OH office. CFA is a private investment bank that was founded in 1956; has facilitated 3000+ transactions since inception; is completely independent; has 30+ offices worldwide; is organized with 17 internal industry specialty practices; and operates in the context of its own SEC registered broker-dealer, Corporate Finance Securities Inc. (CFS), member FINRA/SIPC, to ensure full compliance with all Federal and State securities laws. Registered Representative with the Series 24 General Securities Principal, Series 99 Operations Professional, Series 7 General Securities, Series 79 Investment Banking, and Series 63 Uniform Securities Agent licenses. Shareholder in and sponsored by Corporate Finance Securities, Inc., for which he currently serves as Chairman and CEO.Provides merger, acquisition, divestiture, and recapitalization advisory services to privately held companies in the lower middle market. Sector focus includes manufacturing, distribution, and B2B/C services. Geographic focus is Ohio and its contiguous states. Conducts both sell-side engagements for business owners seeking an exit, as well as buy-side engagements for companies, private equity groups, and individual investors seeking acquisitions.NOTE: Federal and State mandates require that intermediaries who facilitate purchase or sale transactions with a securities component in the deal structure on a contingency basis for clients of a certain size, be both securities licensed and registered. Consult your attorney before engaging an intermediary.
Listed skills include Divestitures, Strategic Planning, Investment Banking, Private Equity, and 46 others.
