Originate business sale opportunities and manage deal execution teams for lower middle market M&A transactions. Serve as a growth ambassador for the firm and drive process and operational improvements with hands on approach backed by wealth of M&A experience.

Source, originate, and execute M&A transactions for the middle-market. Manage the entire sale process from initial outreach to management calls and LOI negotiations through closing. Cultivate relationships with business owners, executives, and management of target companies for buyouts, recapitalizations, and exit strategies. Build and manage pipeline of deal flow through acquisition search and broad based marketing.

Established Corporate Development function for Real and drove M&A and strategic partnerships. Landed key wins with acquisitions of mortgage and title, and key partnerships across the agent services spectrum such as insurance benefits, CRM, continuing education, and credit card program. Reported into CEO and filled strategic and long-term financial role on Senior Management team.

Built and co-managed Private Equity Management Company that was responsible for multiple startup companies and a $200M investment portfolio. Effectuated critical operating structure for the firm and lead finance and operations for the Management Company and startups. Managed the investment portfolio and investment decision and execution process.

Established new business unit and built up team for publicly traded company, lead Corporate Development team for acquisition, modeling, and diligence efforts for M&A transactions including transformational technology acquisition, regional buyouts and other strategic investments. Completed over $100M in transactions over three year period. Lead preparation and execution of quarterly earnings calls, built relationships with sell-side community to expand RE/MAX brand presence with public and private investors.

Lead M&A research, modeling, and deal execution efforts for highly acquisitive Dish Network during the growth of wireless spectrum development, Media Company and content acquisition, and operational efficiencies and scale. Helped build key strategy for spectrum auctions leading to development of new company vertical.

Performed research, competitive intelligence, and financial modeling on acquisitions and strategic investments, working closely with Senior Management to build and execute strategy.