Currently CFO at CoverTree and Agency Principal at National Mobile Home Insurance. Previously held multiple roles with privately held lower middle market investment banking firms and acted as a member and director of Private Capital Alliance's screening and diligence committees. Gained industry experience in both analyst and associate roles with Madison Street Capital (formerly Houlihan Smith and Co), in senior associate and director roles with Private Capital Alliance, in a Vice President role with Pegasus Intellectual Capital Solutions, and in a CFO role at Alta Cima, Corp. its affiliates and subsidiaries. Directly participated in or led financing and merger and acquisition transactions both in the United States and Western Europe. Experience includes, but is not limited to, being involved in more than 25 successful client engagements (capital raise and M&A advisory), representing over $750mm of transactional value.
Listed skills include Mergers And Acquisitions, Corporate Finance, Investment Banking, Mezzanine, and 17 others.