Featured Talent

Profile

Corporate development leader specializing in buy-side M&A for PE-backed, multi-site platforms in construction (field service) and manufacturing, with a focus on founder-led, lower-middle-market targets. Led and evaluated 17 acquisitions totaling $450M+ in enterprise value, owning the full deal lifecycle across sourcing, strategic assessment, financial modeling, diligence, negotiation with sellers and founders, legal document review, and integration planning. Recognized for building trusted relationships with founders, bankers, and brokers and converting warm leads into closed deals. Rapidly learns new industries and partners closely with executive leadership and PE sponsors to craft board-ready investment cases, drive strong returns, and create long-term value.

Career Highlight 1: Add-on acquisition – drove $40M+ of enterprise value by identifying significant cost saving synergies and executing on them post-close. Partnered with leadership and functional teams to drive integration, synergy capture, and accelerate cross-sell opportunities through ecommerce and direct sales channels.

Career Highlight 2: Complex cross-border platform acquisition including commercial market assessment, tax structuring, and regulatory matters. Positioned the company to enter a new international market, acquire that market’s 2nd largest player consisting of over 10 locations , and build a robust pipeline for multiple follow-on add-ons.

Career Highlight 3: Add-on acquisition – expanded manufacturing capabilities and grew the company’s addressable market by 50%+ through product adjacency. Negotiated IP and equipment leases with founder to support operations post-close. Led integration planning to accelerate cross-sell opportunities across CPG, small-business, and e-commerce channels.

Why Hire This Candidate (In Their Own Words): Proven M&A leader with a track record of executing buy-side deals for PE-backed platforms in fragmented industries. Able to hit the ground running, rapidly learn new industries, and partner with company leadership and PE owners to build compelling investment cases. Skilled in driving diligence, valuation, negotiation, and integration to deliver strong financial returns and create value. Focused on developing strong relationships with sellers and founders to close deals and drive post-close success.

Strengths: End-to-end M&A execution, sourcing, strategic assessment, financial modeling and valuation, seller negotiation, cross-functional due diligence leadership, legal review, and integration planning.

Hobbies & Personal Interests: Travel, cooking, home DIY projects, and studying foreign languages (currently working on Japanese)

Education: BS, Acct & Fin (Ivy League)

Credentials: CPA Exam Passed (150 credit hours)

Industry Experience: Construction/Engineering, Healthcare, Industrials, Manufacturing, Paper & Packaging, Private Equity, Public Accounting

Company Fit: Experience operating in medium-sized PE-backed platforms ($500M-$1.5B in revenue) while sourcing and executing founder-led add-ons ($5M–$50M in revenue), as well as platform acquisitions of up to $100M in revenue.

Management Experience: 10 years of management experience, including cross-functional deal leadership, directing diligence and integration teams of up to 15 internal stakeholders, external advisors, and consultants across multiple simultaneous M&A transactions

Software Experience: Experienced in evaluating acquisition targets across a wide variety of ERP’s including QuickBooks, ContractERP, Sage, JD Edwards, PeopleSoft, and Microsoft Dynamics

Open To: Hybrid, Remote