Joined Taglich PE in 2005 focusing on manufacturing and industrial investment opportunities with an emphasis on deploying continuous improvement and lean manufacturing techniques and strategies. Prior to joining Taglich Private Equity, led a group that purchased a private equity portfolio from Transamerica and continues to monitor the remaining portfolio investments. A broad based background in middle market private equity and mergers and acquisitions. Formally a Principal with in a a financial services firm focused on succession planning for high net worth business owners and their families.Specialties: Private Equity Investment in manufacturing and value added distribution, $25-$150 million companies. Lean manufactuing.
Listed skills include Investments, Private Equity, Mergers And Acquisitions, Portfolio Management, and 16 others.