Supporting private equity investors and portfolio companies has always been a Baker Tilly priority. Our focus on the middle market and breadth services from acquisition to exit helps our clients unlock the potential of each investment.I lead Baker Tilly's private equity strategy throughout New England. With 20+ years of experience in private equity, corporate finance, operations, and investment banking, my goal is to deeply understand our clients' businesses and offer support for critical initiatives throughout the transaction lifecycle.Baker Tilly US, LLP is a member of the world’s 9th largest business advisory and accounting firm with 41,000 team members across 148 territories. In the United States, we are the 10th largest firm with 6,500 team members, 550 partners, and 2,000 CPAs.

As the first full time professional at North Equity, I managed M&A, FP&A, and integrations, scaling a team to build an innovative media investment platform, Recurrent Ventures. The platform owns and operates 20+ iconic brands and has raised more than $400M of capital. Noteworthy O&O brands include BobVila.com, Field and Stream, Outdoor Life, Domino, Futurism, Popular Science, Donut Media, Task & Purpose, Dwell, Jancis Robinson, and others. Capital raised through HNW, family office, and institutional investors including Blackstone.

Through 2017 I was head of Client Development at Waterfall, a mobile messaging SaaS platform. In this role, I managed the company's customer and channel partner relationships, oversaw GTM activity, drove customer development initiatives, standardized pricing to meet ASC 606, completed an acquisition, and managed customer retention activity. In 2017, Upland Software acquired Waterfall to its Customer Experience Management (CXM) solution suite. Upland CXM's multichannel, real-time solutions span the entire customer journey and include email, SMS, MMS, RCS, web, social and in-app engagement channels.

Robert Half Management Resources provides consulting and project management solutions in finance, accounting, and business systems. Account Executive through 2007, Practice Manager through 2007, Division Director through 2011, and Practice Director through 2013. Ranked #1 worldwide in 2012 for leadership and Chairman’s Club recipient.

Morgan Stanley offers comprehensive financial planning, portfolio management, and investment management services to individual investors, businesses, and institutions.

A boutique investment bank with a track record of more than 120 private placement and M&A transactions in the technology and life sciences sectors. Focused on Reg D private placements, equity lines, and fairness opinions. Developed financial models, pitch books, investment memoranda, management presentations, and elements of the firm’s published book on private investing in public equities.

The TMT investment banking unit of Wells Fargo Securities (formerly Van Kasper) provides public offerings, private placements, and M&A advisory services to growth stage companies.• Developed private placement memoranda, prospectuses, and investor presentations• Built financial models, conducted industry research, and completed competitor analyses • Developed presentations and analytical support for the commitment committee and institutional sales team

A publicly-traded semiconductor capital equipment company that managed a successful exit to Novellus Systems in 2001.• Managed annual corporate budgeting process• Produced monthly variance analyses and quarterly financial statement forecasts• Prepared financial review packages for senior management and the board of directors