*Advised Wind Point Partners on its sale of Gehl Food & Beverage to Kainos Capital (Closed June 2024)*Advised Certus on its investment from Imperial Capital and LMI (the investment arm of Liberty Mutual Insurance Group) (Closed May 2024)*Advised Arbor Investments on its sale of Concord Foods to Sugar Foods, a portfolio company of Pritzker Private Capital (Closed Feb 2024)*Advised Potbelly (NASDAQ: PBPB) on its $25M capital raise (Closed Jan 2023)*Advised Apax and BCI on their investment in Authority Brands (Closed Dec 2022)

*Advised the Dyson-Kissner-Moran Corporation on its sale of Thetford to Monomoy Capital Partners*Advised Dama Financial on its acquisition of Grow Flow*Advised MSA Safety (NYSE: MSA) on its acquisition of Bacharach *Advised Gannett Co. (NYSE: GCI) on its merger with New Media Investment Group (NYSE: NEWM)

Mergers & Acquisitions Group

Investment team member for the Closed Loop Leadership Fund, a private equity fund focused on making control investments in companies that are building circular supply chains.

DTC Apparel Company

• One of three Partners to develop the Drift Credit Opportunities Fund, LP, an SEC-registered private credit fund that opportunistically invested in capital scarce markets• Responsible for financial and operational due diligence of the fund’s target investments which included secured and unsecured corporate debt syndications, and asset-backed credit facilities• Sourced & structured a $50 million credit facility with a large public institution• Developed key relationships with CIOs of Institutions, Endowments, and Family Offices in the U.S., and abroad

• Global Wealth and Investment Management Division• Co-managed over $280 million in investor assets with the primary responsibilities of raising capital, and manager diligence and selection for alternative investments

• Acquired by sPower, an AES and AIMCo Company• Developed commercial scale distributed generation (DG) projects in eight states and Canada• Secured $350 million+ of corporate and project capital from leading venture and project tax equity investors