Featured Talent

Profile

Highly experienced transaction advisory services director with a CPA. Started career focusing on audits of privately held small and medium-sized companies before transitioning into financial due diligence and quality of earnings services. Has spent the past decade helping to grow the transaction advisory practice by cultivating client relationships, generating and leading new projects, and developing junior team members.

Career Highlight 1: Managed a full sell-side M&A process for a firm client, including buyer sourcing, LOI negotiation, and managing the buy-side due diligence process. This work resulted in over $500k of revenue for our firm. Additionally, we impressed the buyer’s internal M&A team and have since been engaged to assist them on future deals.

Career Highlight 2: Have overseen all buy-side M&A activity for a long-term client (approx. 15 deals) for 5+ years. In conjunction with this work, have been able to bring in other firm services to help our client and increase our revenue. Additionally, the client’s PE sponsor engaged us to help with their sell-side due diligence in relation to a refinancing. The client’s business has grown to over $100M in revenue since we first started.

Career Highlight 3: Led the effort to improve career pathing for junior team members. As part of this, I helped implement a new standardized process that provides individuals with more timely feedback.

Why Hire This Candidate (In Their Own Words): On our team, I am the go-to person for getting things done. I have built up significant trust among practice leadership and across multiple clients as a result of my work ethic and commitment to excellence. I’ve dedicated the past 10+ years to growing our client base and expanding our team. I’m looking for a long-term fit to move beyond an outside consultant role and partner with you to drive the full M&A process.

Strengths: Well-organized, proficient in planning/execution, highly-rated interpersonal skills, and demonstrates unwavering persistence

Hobbies & Personal Interests: Spending time with family, traveling, and golf

Education: Bachelor’s in Accounting

Credentials: CPA

Industry Experience: Construction/Engineering, Healthcare, Manufacturing, Public Accounting, Wholesale & Distribution

Company Fit: Historical experience has been partnering with small and medium-sized companies

Management Experience: 8 years of experience managing small project teams (typically 2-3)3 years of experience managing a larger practice group (approximately 15 – 20)

Software Experience: QuickBooks; Microsoft Dynamics/Great Plains

Open To: Hybrid, In-office