Specialized in acquisition advisory (buy-side) services to middle-market businesses. Acted as outsourced corporate development, providing origination and execution services to both strategic and financial buyers.

Member of the investment team for a sector focused and value oriented private equity firm specializing in acquiring control interests in specialty chemical, pharmaceutical, and material businesses. Planned and executed due diligence efforts. Drafted internal and external investment memorandums. Conducted external marketing efforts for leverage and equity co-investments. Managed relationships with executive leadership teams of current portfolio and prospective investments.

Provided investment banking services to lower middle market businesses as part of a 10 member organization. Prepared valuation models utilizing leveraged buyout, discounted cash flow, and comparable transaction methodologies. Drafted offering memoranda, created marketing materials, and conducted outbound marketing efforts to generate a competitive auction to produce the most attractive price and compelling transaction terms.

Provided financial advisory services for high net worth individuals through an 11 member advisor team overseeing $1BB in AUM. Prepared key asset allocation comparison models, delivered investment strategy recommendations, and identified and attracted new clients.