Featured Talent

Profile

Small Business Advisor with 5+ years in business valuations and M&A, closing $50M+ in deals. Founded a brokerage from scratch, generating $3M in commissions. Skilled in financial modeling and due diligence, deal execution from start to finish. I excel in fast-paced deal environments. Completed 50+ deals end-to-end, valuing businesses and optimizing pricing strategies. Proficient in market research and stakeholder coordination, ensuring deal success. Managed teams of 5-10 agents, streamlining M&A processes and boosting efficiency. Experienced in hybrid work and ready to travel 1-2 times monthly. My analytical rigor and communication skills drive effective collaboration with senior leadership.

Career Highlight 1: Progressed from business broker to senior broker, then to management, before co-founding a brokerage partnership. Opted against a purchase during due diligence, instead scaling the firm to $3M in commissions over 3 years, closing 25+ deals. Managed and trained 5 agents, facilitating $10M+ in transactions. My valuation expertise and strategic leadership drove a 20% increase in deal efficiency, saving clients $1M through optimized pricing and negotiations.

Career Highlight 2: Led the sale of an $8.5M plastics manufacturing and distribution business to private equity buyers. Conducted valuation and due diligence, securing $1.2M in synergies and boosting client returns by 15%. Coordinated with Private Equity buyers in distribution, manufacturing, grocery, and construction sectors. My financial modeling and stakeholder management ensured a smooth deal process for closing deals.

Career Highlight 3: Having 7 years of valuation expertise across industries makes me exceptional at tailoring analysis and comps to optimize pricing. This experience, along with my network, led me to the role of Education Chair for the IBBA Mid America Chapter. Training advisors on valuation techniques, enhancing M&A outcomes. My industry-specific insights and comps analysis strengthened deal pricing, equipping me for acquisition target evaluation and financial modeling.

Why Hire This Candidate (In Their Own Words): My expertise in business valuations and closing $50M+ in deals aligns with your M&A focus. I’ve built a brokerage from scratch, generating millions in commissions, and excel in financial modeling and due diligence, driving strategic growth. I’m adaptable to hybrid work and travel, with a track record of delivering under tight deadlines. My St. Louis roots and industry engagement make me a great fit for your team, driving value in a fast-paced, private equity-backed setting.

Strengths: Business valuation, financial modeling, deal structuring, due diligence, and team management. Proficient in Excel, Google Sheets, and CRM tools. Strong communicator, adept at hybrid work, and thriving in fast-paced M&A environments.

Hobbies & Personal Interests: Enjoy hiking, playing, and coaching youth hockey and golf. Staying updated on M&A trends. Mentor small business owners in St. Louis, networking at local events to build industry connections and insights.

Credentials: Entrepreneurs’ Organization (EO) St. Louis – Accelerator GraduateIBBA Mid America – Education Chair

Industry Experience: Automotive, Banking, Business Services, Construction/Engineering, Consumer Packaged Goods, Education, Emerging Growth Companies, Financial Services, Food Production, Healthcare, Industrials, Logistics & Transport, Manufacturing, Pharmaceuticals, Private Equity, Real Estate, Retail, Technology, Telecom, Wealth Management, Wholesale & Distribution

Company Fit: Small and medium-sized companies. Valued and sold businesses from startups to $20M+ in revenue through brokerage roles. Essentially, Main Street brokerage deals with lower middle market acquisitions.

Management Experience: 5+ years of management experience, leading teams of 5-10 agents, training them in valuation, deal structuring, and client relations to drive M&A success.

Software Experience: Proficient in Excel, QuickBooks, and Deal Studio for financial modeling and deal tracking.

Open To: Hybrid, In-office, Remote