As the Managing Partner of Sugar Tree Capital, I advise middle market business owners on a range of corporate finance services, including preparing for a business transition, assisting with a company sale, making strategic acquisitions, and raising capital for growth. Sugar Tree’s industry specialization primarily focuses on the Food and Agribusiness, and Specialty Services (AEC & Infrastructure Services, Distribution and Logistics Services, and Facility and Residential Services) industries.My prior experience includes 17 years of M&A and capital markets activity. Prior to launching Sugar Tree Capital, I was a Partner at Moss Adams Capital (acquired by Meridian Capital in 2021), a leading business advisor to family-run businesses preparing for and completing transactions. Prior to Moss Adams, I was the Director of Finance at a consumer products company, and an Associate at a middle market private equity firm based in the Pacific Northwest, where I completed numerous M&A and private placement transactions.Future goals for me involve continuing to successfully advise businesses in the Western US , and being a leader within the Western US business community when it comes to supporting middle market businesses with corporate strategy, finance, and M&A.Specialties: M&A, Private Equity, Agribusiness, Food, AEC, Infrastructure, Distribution, Logistics, Facility and Residential Services, Sales, Marketing, Business Development, Finance Operations & Planning, B2B Products & Services, Sales Operations, Corporate Strategy, Financial Modeling, Work Flow Assessment & Improvement.