Featured Talent

Profile

Finance and M&A leader with 15+ years of experience driving growth through strategic financial leadership. Proven track record in executing M&A transactions, leading cross-functional teams, and creating investor-ready materials that maximize company valuation. Skilled in financial review and modeling, market analysis, and strategic planning to help clients achieve their objectives. Known for a people-first leadership style that fosters strong relationships with stakeholders, private equity groups, and strategic buyers.

Career Highlight 1: He was able to create a finance department he oversaw and add on an entire new business entity to help the company grow from 10 employees to over 100 in under 8 years.

Career Highlight 2: In first year of sell side advisory was able to bring on a new client and lead the entire sell process from start to finish achieving a fee for the company over $400K

Career Highlight 3: Worked with hundreds of private companies, conducting comprehensive financial and business reviews to determine their market value as they consider sale of their company.

Why Hire This Candidate (In Their Own Words): Finance and M&A leader with 15+ years’ experience and 20+ sell-side deals. Skilled at working directly with business owners to maximize valuation and navigate sales successfully. Combines financial expertise, market insight, and operational leadership to to deliver lasting results. Known for a people-first approach that builds trust and drives growth.

Strengths: -Financial Review and Modeling
-Creating and maintaining trust between buyers and sellers throughout the entire sale process
-Strong communication skills with clients or C-Level employees
-Negotiation and deal structure

Hobbies & Personal Interests: Racquet Sports and family time

Education: MBA

Credentials: MBA with a finance concentration

Industry Experience: Aerospace & Defense, Automotive, Business Services, Construction/Engineering, Consumer Packaged Goods, Food Production, Healthcare, Logistics & Transport, Manufacturing, Mining & Natural Resource, Private Equity, Real Estate, Software, Technology, Wholesale & Distribution

Company Fit: Small and Medium

Management Experience: Managed over 30 people and had over 5 years of management experience at the property managment company.

Software Experience: Quickbooks and rent manager

Open To: Hybrid, In-office, Remote