I have been involved in more than 100 transactions as a buyer, seller, investor, advisor, and financier. The common denominator is ownership transition. As a Certified Exit Planning Specialist, I bring a unique blend of experience to the marketplace providing turn-key solutions to business owners from developing and implementing an Exit Strategy Plan to successful completion of an exit through sell-side advisory services. The process allows an owner to identify and achieve specific personal, financial, and estate planning goals.Before founding Pace Capital Advisors, I was involved in private equity for over 10 years with several firms including River Capital, GenCap America, and the Slovak American Enterprise Fund. Prior to private equity, I founded a corporate finance advisory firm, a Senior Vice President of the Corporate Finance Group at Heller Financial, Inc. In addition, I have served as a board member of domestic and international privately held businesses in diverse industries including branded consumer products, recreational consumer products, telecommunications, metal fabrication, and household products. Also, involved in several business organizations including the Estate Planning Council of North Georgia, the Association of Corporate Growth, and the Business Enterprise Institute's Network of Exit Planning Advisors.A frequent lecturer at professional conferences and meetings including numerous Estate Planning Councils as well as the Estate Planning Institute, the State Bar of Georgia, the Atlanta Bar Association, the Memphis Bar Association, the American Association of Attorney-Certified Public Accountants, the Institute of Management Accountants, NAPFA National Conference, and The Family Business Forum. I also have served as an instructor for continuing-education programs for attorneys, Certified Financial Planners (CFPs), and Certified Public Accountants (CPAs)Specialties: Mergers and Acquisitions (M&A), Selling a Business, Buying a Business, Business Continuity Planning, Creating Transferable Value, and Exit Strategy Planning.
Listed skills include Mergers And Acquisitions, Private Equity, Exit Strategies, Strategy, and 46 others.