Providing sell-side investment banking services to business owners in the lower mid-market. Focus is on family owned and closely held businesses with $5-50 million in revenues.

Hoylake Advisors is a provides business and corporate development services to CEOs. Representative engagements include:• Assisted the CEO and President of a Fortune 1000 financial services company with strategy, sourcing acquisitions, partnerships and sub-adviser relationships• Helped a NYC-based PE firm with the acquisition of emerging MSPs, hosting companies and cloud automation providers• Helped a Midwest-based PE firm with the acquisition of a Cloud/MSP company• Helped a global PE firm and its portfolio company identify cloud partners, arranged CXO-level introductions and initiated partnership dialogues• Turnaround CEO for a troubled software company, helped transition it from a license to subscription model. Led financial and strategic planning efforts. Raised new capital.• Senior Advisor to G2 Capital Advisors, Boston, MA• Former Advisor to FreshBev, LLC, Wallingford, CT

Black Dragon Capital is a unique growth-oriented private equity firm focused on investing in areas where information technology is enabling the disruption of industries by allowing a faster, better and more economically compelling way to solve industry issues. Bringing a leadership and advisory group of successful entrepreneurs, former operators and deal making experience, Black Dragon’s team has a proven record of accelerating growth and profitability through its distribution connections, active participation and strategic advice primarily in financial technologies, eCommerce, and sports and media technology markets

Sourced investments and acquisitions in companies with online, SaaS and advanced security offerings. Performed all operating and financial due diligence on companies, negotiated transactions. Represented Axiom on each companies' Board of Directors or Board of Advisors, including:• MX Logic, Denver, CO• Airwide Solutions, Burlington, MA• Nufern, East Granby, CT• Albridge Solutions, Princeton, NJ• CenterPost Communications, Chicago, IL• SilverStorm Technologies, Philadelphia, PA• iFilm, Hollywood, CA

Originated, negotiated and managed investments in early-stage information technology companies. Represented Claflin Capital on the Boards of:• Micro-E, Natick, MA• Metatomix, Waltham, MA

Originated and negotiated acquisitions of portfolio companies and bolt-on acquisitions. Board Director or Advisor to:• Breakaway Solutions, Boston, MA• NationStreet, Milford, MA• ServiceSoft, Natick, MA• Tibersoft Corporation, Westborough, MA

Lead investor on a number of seed and early-stage, IT investments including:• Andover.net, Acton, MA• Micro-E, Natick, MA• Milestone Systems, Concord, MA• Rare Earth Medical, Yarmouth, MA• Vibrint Technologies, Bedford, MA• VST Technologies, Acton, MA

Financial statement analysisAuditingFinancial modelingFASB and GAAPFinancial reportingCash flow modelsValuations