Responsible for investment origination, underwriting, deal execution, and portfolio company management in the Western US.Board member: Bentec Medical (manufacturer of silicone-based medical devices and components), Blast Deflectors, Inc. (designer of jet blast deflection fences and ground run-up enclosures), Helm (leading provider of auto-focused corporate branding and other tech-enabled services), Ogle School (largest operator of beauty schools in Texas), Paleteria La Michoacana (leading manufacturer of Hispanic-influenced, branded ice cream bars called paletas), Solair Group (leading fabricator of maintenance tooling and ground support equipment for commercial aircraft), Tricoci University of Beauty Culture (largest operator of beauty schools in Illinois), Triple Shift Entertainment (largest operator of bowling allies in the Minneapolis-Saint Paul region), and Westside Equipment (leading provider of processed tomato harvesting solutions).Former Board Member: Allen Technologies (provider of patient interactive systems and software to hospitals), Paragon Products (provider of fuel pumps to the locomotive industry).Completed Investments & Exits: 2021 Exits: Paleteria La Michoacana, Ogle Schools (min.)2021 Investments: Tropicale Foods, Ogle Schools (maj.), Powertronix2019 Investments: Tega Technologies; Westside Equipment, Imperial Marketing2018 Exits: Allen Technologies2018 Investments: Blast Deflectors, Inc., Helm, Tricoci University of Beauty Culture, Triple Shift Entertainment2017 Exits: DecisionQuest, Paragon Products2016 Investments: Paleteria La Michoacana, Heartland Flax, Bentec Medical2016 Exits: Colyar Consulting Group2015 Investments: Solair Group2015 Exits: Pinnacle Tile 2014 Investments: Hesco, Ogle School, and PolyAd2013 Investments: APCT, Colyar Consulting Group, Precision Products Group, and SK Food

Provided project management, financial modeling, technical writing, and research expertise for live transactions and client service projects.Project-specific areas include initial public offerings (IPOs), M&A advisory, debt financings, and shareholder activism.Completed deals: Yelp's $107 million IPO (2012), Hitachi Global Storage Technologies (HGST) $4.8 billion sale to Western Digital (2012), Yahoo's sale of its $7.6 billion stake in Alibaba Group to Alibaba Group (2012), and Zynga's $515 million secondary offering (2012).

Evaluated prospectuses, built custom cash flow models, researched comparable companies and precedent transactions, attended roadshows, and synthesized data into actionable reports for over 100 IPO candidates.Provided long and short investment ideas for the IPOPlus Aftermarket mutual fund.Trained junior analysts in modeling, financial statement analysis, and technical writing.Quoted in news and financial publications, including Investor's Business Daily, Financial Times, The New York Times, San Francisco Chronicle, and The Wall Street Journal.