Capstone Partners is an elite investment banking firm dedicated to serving the corporate finance needs of middle market business owners, investors and creditors. Capstone Headwaters provides merger & acquisition, private placement, corporate restructuring and financial advisory services across 16 industry verticals to meet the life cycle needs of emerging enterprises. Headquartered in Boston, MA and Denver, CO, Capstone Headwaters has 19 offices in the US, UK and Brazil with a global reach that includes over 300 professionals in 34 countries. For more information, visit www.capstoneheadwaters.com.

Co-Founder of debt advisory / capital markets boutique advising middle-market companies and private equity sponsors on debt and equity placements, out-of-court restructurings and recapitalizations 30+ completed transactions including acquisition financings, dividend recapitalizations, and restructurings as well as select a select number of sell-and-buy-side M&A transactionsSourced potential opportunities and generated mandates through relationship network and direct calling effort to corporates, financial sponsors, lender workout groups and legal advisorsManaged junior staff and oversaw all aspects of the firm’s operation including business development, due diligence, and proposal construction, engagement negotiation, offering material preparation, investor/lender solicitation, document and covenant negotiation Specialized in structuring and executing complex transactions for clients facing financial and operational challenges

Vice President of a $2 billion alternative asset manager; responsible for originating, structuring and executing private debt investments in a variety of industries and situations.

Commercial and residential real estate development, finance and brokerage