As the Chief Growth Officer at FocalPoint Advisory Services and Sunbelt M&A Advisor, my practice specializes in strategic transactions—acquisitions, selling, capital raises, joint ventures, and strategic alliances. Imagine your business as a jazz band, where each part plays its own unique role in the overall performance. I help you identify the notes that are out of tune, taking a holistic approach to evaluate the financial, strategic, and operational harmonies. It’s about catching that dissonance before they disrupt the musical flow of your financial success. The result? A seamless composition that maximizes transaction value without the noise and disruption that often accompany such moves.How do we do that?Conduct Your Transaction:Through Sunbelt Business Advisors, I run your transaction through to completion.Identify Your Dissonance:Dissonance interfere with your success just like pothole can ruin a drive in your car. As dissonance is identified, there are two ways to deal with it: fix it or play around it.Maximize Your Company’s Value:Maximize long term value by boost your company’s short-term earnings. High-value businesses demand a premium price and makes an attractive partner for acquisitions, joint ventures, strategic alliances, or during capital raisesBuild Your Transaction Plan:Ensuring your business is in ideal shape to gain maximum value from a transaction. Then we determine the value of your business appropriately

Leads all buy side / sell side, capital raise, and technical solution engagement teams for Capital Tactics - a Midwest-based boutique investment banking firm offering M&A Advisory, Business Valuation, ERP Selection, Financial Management, Capital Raising, Bookkeeping and Cash Flow Planning Services. What separates Capital Tactics is our comprehensive approach to helping clients. We match buyers and sellers, negotiate deal terms, perform financial valuation and analysis, due diligence, and prepare documents for closing. This is an end-to-end solution that others do not provide.That comprehensive approach is delivered by a team of highly experienced business advisors, with the staff in the aggregate having over 100 years of business experience. Each client works directly with a highly experienced professional with 20 or more years professional experience across multiple disciplines. We don’t operate on a leverage model; we don’t delegate client matters to lower-level associates. We recognize that our clients deserve only the highest and best talent, and that’s what we provide.

Executive leader of the Consumer, Commercial, Risk & Compliance, and Enterprise Workplace Sourcing verticals. Supported C-level leadership through partnership engagement, cost reductions, revenue enhancement, and risk mitigation. Managed a team of 17 employees.Develop the strategic engagement approach with key partnerships and categories in the Payments, Treasury Management, and FinTech space broadly. Previous experience with Human Resources, Marketing, Legal, Staff Augmentation/Business Process Outsourcing, and Consulting.Key partnerships included FIS, FiServ, Worldpay, inComm, MasterCard, TSYS, Allpoint, ACI, Wausau, etc).Combine an understanding of bank goals and market knowledge to develop key partnerships that drive revenue, minimized risk, and provided new customer facing services. Brought a data driven, forward thinking market perspective and collaborative approach to influence the structure of partnership deal pricing, future product development, and flexibility.

Drove value improvements, reduced costs, and improved strategic supplier relationships. Developed sourcing category strategies in support of the Payments and Information Technology teams with a focus on both commercial / consumer payment systems.

Managed the P&L for all Money Services products consisting of money transfer, money order, bill payment, check & debit card cashing, Coinstar, and prepaid card products. Developed the go-to-market strategy which delivered high double digit sale / profit growth through improved product quality and improved customer experience. Spearheaded the development, launch, and ongoing roadmap of multiple new revenue producing products. Delivered the results above by developing excellent working relationships with other matrixed partners (Retail Operations, Risk, Treasury, IT, Marketing, etc.).

Business line owner for 3rd party, Open Loop / General Purpose Reloadable, and Enterprise Gift Cards. Responsibilities Include Merchandising/Marketing, Market Analysis, Inventory Management, & IT Operations

Drove Cost Savings and Operational Improvement Through Negotiating Enterprise Level Capital Contracts. Key Sourcing Areas: Front End Systems, Merchandising Fixtures, Building & Construction.

Global Commodity Manager for a Tier-1 supplier to the Automotive Industry

Buyer/planner position managing both sourcing and supply chain planning responsibilities

Weapons Officer & First Lieutenant - USS Blackhawk (MHC-58)