I am a co-founder and Partner of The Great River Company (“GRC”). GRC is a Minneapolis-based private investment company, backed by business owning families, for family and founder owned businesses seeking liquidity for ownership transitions, career and financial opportunities for management teams, and experience and capital for organic and acquisitive growth. We focus on making investments in healthy lower middle market companies with Revenue and EBITDA greater than $10 million and $2 million, respectively. GRC is unique because we are purposefully built to be a long-term catalyst for growth and the overall betterment of companies and their stakeholders (e.g., employees, community, customers, vendors, and shareholders, etc.). We do this by pairing a long-term, potentially indefinite, hold period with a flexible approach to investing, which includes the potential for significant continued ownership for existing shareholders, ownership opportunities for current and future management and employees, and a vast network that can be drawn upon to tackle business challenges.

Active in all aspects of the firm, including soliciting deal flow, screening acquisition candidates, determining valuation, conducting due diligence, obtaining debt financing, determining appropriate transaction structures, negotiating agreements, documenting transactions for internal review, interacting with limited partners, and assisting the portfolio with strategic and financial issues

Active in all aspects of the firm, including soliciting deal flow, screening acquisition candidates, determining valuation, conducting due diligence, obtaining debt financing, determining appropriate transaction structures, negotiating agreements, documenting transactions for internal review, interacting with limited partners, and assisting the portfolio with strategic and financial issues

Post Merger Integration – Global PMO Support• Assisted pre-workshop materials development and facilitated client discussions for the post-merger Global Alignment and Strategic Planning Workshop; supported finance and legal entity workstreams throughout workshop to confirm interdependencies, sequencing and resourcing for integration projects• Supported telecom-focused Lean Six Sigma team by leading data analytics and hypothesis formation and facilitating Kaizen event discussions; identified mobile telecommunication saving opportunities of $1.5M, more than 10% of total spend

• Private equity firm focused on middle market leveraged buyouts and growth equity investments across multiple industries• Active in all aspects of the firm, including soliciting deal flow, screening acquisition candidates, determining valuation, conducting due diligence, obtaining debt financing, determining appropriate transaction structures, negotiating agreements, documenting transactions for internal review, interacting with limited partners, and assisting the portfolio with strategic and financial issues• Assisted in fundraising activities, including compiling documents for dataroom, communicating with current and potential investors, responding to internal and external inquiries, and other related issues• Developed and reviewed detailed operating level budgets on an annual basis for several portfolio companies • Assisted in management of diligence teams in completing all facets of the transaction process, including business, accounting, tax and industry diligence and legal documentation• Assisted in design and implantation of a portfolio company's custom IT system designed to effectively manage equipment and personnel utilization• Participated in Board meetings and strategic planning sessions for portfolio companies in a number of industries including: ATV manufacturer, environmental consulting, oilfield services,and direct marketer of collectible coins and jewelry

Analyze and execute buyouts

• Valued companies in a variety of industries, using methodologies including leveraged buyout, discounted cash flow, and the analysis of comparable companies and precedent transactions• Created detailed, functional operating models incorporating income statements, balance sheets, and cash flow statements• Created and presented new business presentations• Drafted all sections of Confidential Information Memoranda• Assisted in drafting Management Presentations and preparing management teams for presentations• Coordinated the creation and management of due diligence • Contributed meaningfully to 9 closed transactions with an aggregate deal value of over $1.5 billion