Multi-Family Office, actively investing over the last 25 years. Target industries for consideration include: automotive tech, financial services / FinTech, consumer internet, and longevity / wellness.

US Coachways (USC) is America’s leading provider of charter bus and minibus transportation and mobility services. Facilitating travel for over 100 million American passengers annually, USC offers safe, reliable, and environmentally-responsible travel for groups, schools, companies and governments. USC is actively raising industry standards, across safety, environment, labor and convenience. USC is looking to partner to with qualified operators in new and exciting ways.

Director of Business Development at ROCA Partners, a mid-market, growth private equity firm making equity investments of $20mm to $50mm. Thesis-driven and proactive investment sourcing leading to high quality investment opportunities. Solution-oriented flexible capital structures designed to maximize risk-adjusted returns through economic cycles. I have originated $498mm in proprietary investment opportunities, across multiple service sectors, including: financial technology (FinTech), lending services, consumer retail, transportation brokerage, Allied Health services, Third Wave Coffee, vacation rental management, express car wash, corporate event management, early education, fertility and reproductive health, cosmetic surgery, behavioral health and psychiatric services. Investment amounts represented pre-money corporate valuations in excess of $2.3bn. Deal structures included: Senior Preferred Equity, Growth Buyout, and Structured Debt. I am actively seeking a variety of investment opportunities in the lower Middle Market that meet the following criterion:1) Deal size: a) Minimum $2 million EBITDA b) Minimum $20 million Revenues2) Industry Focus: a) Consumer Services b) Healthcare Services c) Enterprise Services d) Travel & Hospitality Services e) Transportation Services3) Transaction Structures a) Control Equity; b) Minority Equity; or c) Debt Financing

Klara is a healthcare communication platform that improves collaboration, profitability, and patient outcomes in the healthcare industry

eTherapi is an online provider of behavioral health services, enabling seamless telemedicine consultations between mental health professionals and patients.

The Wonderful Company, formerly known as Roll Global, is a private corporation based in Los Angeles, with revenues of over $4 billion. The company currently counts the following brands as divisions: POM Wonderful, FIJI Water, Wonderful Pistachios and Wonderful Almonds, Wonderful Halos, JUSTIN Vineyards and Winery, Landmark Vineyards and Winery, JNSQ Wines, Suterra, Teleflora, and Neptune Pacific Line.

Saban Capital Group is a family office investment firm based in Los Angeles, with $4 billion AUM focused on media, entertainment, and communications investments.

Kearney is an American global management consulting firm that focuses on strategic and operational CEO-agenda issues facing businesses, governments and institutions around the globe.

The World Bank is an international organization dedicated to providing financing, advice, and research to developing nations to aid their economic advancement.

The Hoover Institution on War, Revolution, and Peace is an American public policy think tank and research institution located at Stanford University in California.