Currently I am a Strategic Merger, Acquisition and Divestiture expert which dovetails with my Strategic Business Improvement and Turnaround practice. I have done work for many businesses in varying size and industries in the lower middle market space. I have a background as an operations and financial executive with 25+ years of equity, executive leadership, turnaround and transnational experience.
Highly skilled in Merger, Acquisition & Divestiture practices, Succession Planning, Management Buy Outs and ESOP transition structures. I currently hold the CM&AA Designation (Certified Merger & Acquisition Advisor).
I many times assist with finding funding sources and options for my clients in both business practices.
For both business practices, keeping enterprise value perpetually front of mind in all decisions and discussions for clients is critical and core in all of my work.
An established record of success delivering results in operations and finance, applying a balanced leadership approach: Teamwork - Preparation - Execution.
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