Deloitte Advisory provides organizations with a full spectrum of services related to financial transactions, helping them embrace change, grow their business, accelerate performance, and emerge resilient following periods of change, disruption, financial difficulty or crisis. Leading organizations seek our industry experience and specialized skills in areas related to financial accounting and reporting, M&A, valuation, investment banking, corporate development, restructuring, real estate, securitization of financial assets, and capital asset management to assist in creating value, reducing risk, and achieving a desired future state outcome, with minimal disruption.Position Scope: Charged with building the Strategic Growth Services (SGS) practice following Deloitte’sacquisition of McColl Partners in 2013. Client delivery serving both corporate and private equity markets indeal origination and corporate development. Consult clients on acquisition strategy and target identificationand including transaction advisory. Hosting private equity firms at the annual Deloitte Entrepreneur Summit.Conduct compliance operations as General Securities Principal and manager.Select Accomplishments: Selected to lead the buy-side advisory service offering (SGS) Completed over 60 engagements, helping Mid-Market PE firms source platform and add-on acquisitions.($3-$60M EBITDA) Hosting discussion panels to pitch the SGS service offering to PE firms and enterprise businesses. Established an employee development program from FINRA licensing to lead generation technique. Instrumental in building the business development program that elicited the interest of DeloitteCorporate Finance, leading to the acquisition of McColl Partners in 2013.

Boutique Investment Bank serving private middle market businesses. Instrumental in building the business development program that elicited the interest of Deloitte Corporate Finance, leading to the acquisition of McColl Partners in 2013.

Leading global private investment firm located across the US, Europe and South America with over $65B of capital under management, investing in 400+ companies worldwide with over $52B in sales. Family of funds includes LBO, growth equity, real estate, distressed debt, and commercial lending.Position Scope: Executed deal origination strategies aligned with the investment criteria of the firm’s various funds. Relationship management with middle market investment banks. Develop and execute outreach programs to identify regional small business add-on/roll-up opportunities for the firm’s portfolio companies. Managed direct reports to drive initiatives such as sourcing corporate divestures, distressed debt, and direct lending opportunities.