Co-founder of a micro-private equity group investing in acquisitions of small private companies (steady EBITDA of $500k to $5 million). Our primary focus is to use AI to build upon the culture and legacy of retiring owners/founders.

Fractional operations executive with emerging Carnegie Mellon-spin out using big data analytics coupled with a SaaS-based platform to help utilities address energy equity in a cost effective way.

Financial, legal and strategic consulting services provided to early stage companies and private small companies in multiple industries.

Fractional financial executive with rapidly growing “Frontline SaaS” company providing businesses with a new, better way to store, monitor, and share knowledge among frontline workers

• Oversaw all legal, financial and operations activities• Developed innovative products recognized by numerous peer-reviewed journal articles, the Veterans Healthcare Administration, and Walter Reed National Military Medical Center.• Secured and led deployment of $1 million grant funding from the U.S. Department of Defense • Helped lead structuring, offering and raising $8 million of private equity/debt in pre-seed and seed rounds• Acquired by strategic

• Led transfer from PSU and assisted with product development of MVP and customer discovery to inform business model • Helped secure angel investment and PA-state accelerator grant funding• Managed company administration, including legal, finance and HR.• Recapitalized with significant investment and additional, sophisticated leadership

• Provided legal services to early-stage and lower middle-market companies on mergers, acquisitions, divestitures, and private equity financings • Worked on private equity financings involving banks, mezzanine investors, angel investors, and institutional investors

• Provided investment banking and business advisory services to emerging and lower middle-market companies regarding fundraising and M&A • Performed market research to inform strategic analysis and client recommendations • Sourced new clients for fundraising and strategic analysis projects