Coordinated sourcing and closing of new investments. Served as member of Pacific Aviation Corporation’s Board of Directors as well as Observer of Pavement Corporation’s Board of Directors. Lead new investment closing from due diligence and negotiations to legal documentation and investment committee presentations.Select Accomplishments:• Closed two new platform investments, doubling revenue and EBITDA in three years for one – totaling unrealized internal rate of return (IRR) of 19.5% and 1.5x cash on cash return. Deployed over $10M in subordinated debt and equity capital.• Secured investor commitments totaling over 20% of firm’s $175M fund via strategic fundraising. • Raised firm’s institutional investment profile by pioneering creation of firm’s first Generally Accepted Accounting Principles (GAAP) valuation procedures, model, and methodologies.• Expedited and improved quality of funds management platform by orchestrating research, selection, and rollout of firm’s first CRM system – DealCloud, enabling end-to-end deal tracking and reporting, as well as streamlined marketing activities for business growth.

Key member of investor group with $360M of assets under management, making subordinated debt and preferred equity investments within privately held, middle market companies. Conducted sourcing and analysis of investment opportunities. Modeled capital structures to define optimal risk and return scenarios.Performed financial, industry, and market due diligence to establish investment targets. Collaborated in financial reporting via valuation analysis of portfolio companies. Sourced over 100 investment opportunities on average annually. Cultivated relationships with referral sources and co-investors ranging from private equity funds to senior lenders and banks.Select Accomplishments:• Continuously increased new deal flow 16% average for Midwest Region per quarter by spearheading marketing and deal sourcing initiatives across Chicago, Charlotte, Atlanta, and Milwaukee.• Promoted to directorial role upon successful completion of first fund with company.

KPMG Corporate Finance is a leading, global, middle market focused investment bank offering sell side, buy side, capital raising, debt advisory, valuations/opinions and strategic advice to private and public companies worldwide.