Christopher Perry Email & Phone Number

Newport Beach, California

- Responsible for ~$300 million worth of acquisitions across 26 transactions- Initiated 4 new platform investments for our private equity clientele- Contributed $3-4 million in retainer revenue and success fees to the company annually and an additional $2 million in equity warrants- Led a team of 4 individuals to spearhead 15-20 client engagements under the financial services, third-party administration & education industries at any given time- Key role in new client acquisition through participating and presenting industry expertise on marketing calls- Identified, contacted, and evaluated potential investment opportunities, presented findings to clients for strategic decision-making- Managed market research and outreach goals of team

Newport Beach, California

- Conducted industry research and outreach to target markets with the goal of converting leads- Assisted clients with valuation and due diligence process through data collection and aggregation- Collaborated with senior team members to identify and evaluate potential business partnerships