Heritage Partners Group is an investment holdings company that invests patient, flexible private capital into buying, building, and growing enduring consumer brands and other privately held businesses. We are business builders with deep domain expertise in operations, acquisitions, real estate and growth. We believe people are the key to our success, and strive to hire, train and empower the most talented and motivated people on the planet while building an organization that strives to improve the lives of all stakeholders that we engage with, including our customers, employees, and capital partners

Family Office Exchange (FOX) is the leading provider of research, advice and education to families of multi-generational wealth. FOX serves nearly 400 ultra-wealthy families and 150 multi-family offices and advisory firms across 25+ countries and provides proprietary access to critical knowledge about managing wealth, sustaining family legacy and operating family offices – knowledge that does not exist anywhere else. FOX was the first private network dedicated to providing wealth owners, family office executives, and their advisors with trusted insight and best practices for managing family wealth and empowering them to fulfill their long-term vision for their family

Advised Technology & Media clients on mergers, acquisitions, activism defense, and capital raising via debt, equity and private placements. Also led various principal transactions on behalf of the GS Technology Investment Committee (TIC) fund.

Co-founder of private equity advisory and direct investment platform. Lead partner on deal execution committee with responsibility for sourcing, due diligence, and evaluation of the platform's investment opportunities on behalf of over 250 family offices in over 20 countriesContributing Author: The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers, and Accredited Investors (Published by Wiley in 2017)