Southlake Equity Group invests patient capital in middle market industrial, business services and distribution businesses in the United States. We target companies between $20M and $500M in revenue.

Successfully lead multi-million recapitalization allowing existing shareholders to exit or remove a portion of their investment. Transitioned three distinct business units into a single reporting entity for developing consistent financial practices installed across multiple business units as well as developing cash budgeting and forecasting models allowing improved visibility into cash and financial planning.

Joined a family owned business and led them through the sale of the business within 12 months allowing family to monetize many years of hard work and exit prior to a recession.Led company to grow revenue 1.5x and EBITDA by 3.0x following one of the worst economic events in history through a series of initiatives that served to increase sales, increase customer loyalty and reduce costs. Also instilled a value creation mindset in management team that served to benefit both employees and shareholders.Oversaw the addition of a new out of state manufacturing location which added an additional 20% revenue capacity and an additional new 360,000 square foot addition which allowed for additional growth.Grew a strong management team that allowed me to move to holding company while allowing PJ Trailer to continue to thrive.Oversaw and involved daily in the rebuilding of manufacturing operations following a catastrophic fire, resulting in less than 30 days downtime and no loss of customers.Experience in dealing with various government agencies including Internal Revenue Service and OSHA.

Planned and executed financial audits of various business areas using risk-based audit methodology. Prepared financial statements and served as trusted adviser to multiple clients in a variety of industries.