Managing Director
CurrentStrategic advisory firm providing governance, capital structure, strategy and management services to private and family-owned businesses. Services include investor representation, financings, M&A, special situation leadership, strategy development & execution, and interim executive services.Notable Achievements• Secured $10M credit facility for national transportation company• Represented lead investor in $4M venture investment• Led workout of troubled $40M private company• Saved failing $25M healthcare business • Managed acquisition and post-deal transition of $2B hedge fund• Provided diligence and transaction support to a family office acquisition program• Led management buyout and restructuring of growing metal fabricator• Drove strategic planning and acquisition program for major plastics recycler