Boathouse Capital invests between $5 million and $50 million of flexible capital in the form of debt and equity and targets high growth middle-market companies. I lead our investment strategy focused on investing in the Government, Defense & Intelligence sectors.

Valletta Industries provides training solutions and services to the Department of Defense and other Federal, State and local law enforcement organizations. Valletta specializes in maritime security, anti-terrorism force protection, armed vessel and facility security, CBRN-D training, advanced tactical firearms training, advanced tactical driving training, counter active incident training, TCCC, and TECC. Valletta is a SBA certified service-disabled veteran-owned small business (SDVOSB) & HUBZone certified.

DCG is a specialized public relations firm focused on supporting the Department of Defense and other federal government clients with strategic communications, marketing, outreach, research, and analytical services. DCG is focused on high priority government initiatives such as mental health, counterterrorism, immigration, and foreign affairs. Examples of communication campaigns includes “If You See Something, Say Something” campaign for the Department of Homeland Security and suicide prevention campaigns for the Veterans Administration. DCG began as a service-disabled veteran-owned small business (SDVOSB).

Millennium Health & Fitness is a global provider of mission critical health, wellness, and fitness training solutions to the US Military and other government agencies. Millennium has several core service offerings: Population Health Management Service, Health Promotion Services, Health Screening Services, Physical Fitness Instruction, Virtual Health Education Classes, and in person and virtual Fitness Training.

Compendium Federal Technology provides Integrated Logistics Support (ILS), technical data creation and sustainment, engineering and training services, and Model-based Systems Engineering services to the Naval Air Systems Command (NAVAIR), Naval Information Warfare Systems Command (NAVWAR), and other Department of Defense (DoD) clients.

Onyx Point develops, integrates and configures technologies that enable DevOps workflow, automation, and security best practice for the US Government's intelligence community and commercial enterprises.

The Frassati Company provided team assessments, leadership development & training, executive coaching, and off-site team adventures. Our Company was acquired by His Way At Work, a faith-based nonprofit that provides consulting and coaching services for Christian CEOs and business leaders.

Provided debt capital to private equity backed middle-market companies. Joined the company shortly after its inception and was responsible for building its business development capabilities. Originated and closed more than $1.5 billion in investments while increasing investment performance quality to nearly 100%. Lead a team that originated more than 6,100 investment opportunities, issued more than 600 term sheets, closed more than 195 investments.

TW Perry is a multi-location building products retailer and lumberyard serving the greater Washington, DC area since 1911. The company was acquired by BMC Stock Holdings in December 2020.

Advised the company's family ownership group during its successful sale process to BelHealth Investment Partners’ portfolio company Care Advantage. Created sale process materials, bid analysis, and developed negotiation strategy. Company sold for a premium valuation.

Super Coffee is the fastest growing coffee drink in the world! I met the founder & oldest brother Jimmy D in the lobby of a whole foods when he and his brothers first created the original drink. They are the most authentic management team I have ever met. My investors and I participated in the first seed round and I served as Member of the Board of Directors.

Raised capital, developed, and operated five trampoline parks in New York and Maryland. Successfully sold the company to Palladium Equity-owned portfolio company CircusTrix/Sky Zone in 2019.

Managing Director focused on developing staffing solutions in response to the financial crisis. Pursued, captured, and was awarded a prime contract with Federal Deposit Insurance Corporation (FDIC) to assist the Division of Resolution and Receivership with the orderly resolution of Failed Institutions (Contract # RECVR-09-G-0273). Also managed the private equity sales channel which provided private equity portfolio companies with interim C-suite executives.

American Capital was a private equity and credit investment platform with more than $6 billion in assets under management. It was acquired by Ares Capital in 2016. Developed relationships with hundreds of investment banks, private equity firms and investors. Oversaw deal origination, screening and staffing for a 12-person private equity group.

EJF Capital LLC is a global institutional alternative asset management firm focused on regulatory event-driven investing in financials and real estate. Hired to launch and co-manage a private equity fund mandated to create specialty finance companies, which would create and invest in collateralized debt obligations (CDOs)and collateralized loan obligations (CLOs). The 2008 financial crisis made this strategy nonviable. Developed the quantitative models and reports specifically used for due diligence, portfolio management and business development.

Torray is money management firm focused on value investing. It manages public mutual funds and separately managed accounts.

Middle-market investment platform focused on making debt and equity investments. Closed several debt financings, acquisitions, follow-on investments and divestitures across a broad range of industries. Responsible for investment due diligence, modeling, and investment monitoring.

Horizon Partners is a private equity fund founded by retired Chief Executive Officers and other business leaders. Closed several acquisitions, follow-on investments and divestitures across a broad range of industries. Responsible for investment due diligence, modeling, market research, and fund accounting.