Former CEO, CFO & Current Board Member
• Acquired, merged, and operationally restructured 4 fintech companies providing critical software to financial institutions.
• Implemented aggressive post-acquisition plan – 30% FTE reduction, utilized virtual systems & diversified sales channels.
• Increased sales 25%; grew EBITDA by 4x; and reduced operating expenses by 35% over 3 years.

Provided investment banking services focused on micro- to smaller-middle market enterprises providing M&A, debt and equity capital raising and restructuring services for special situations including growth capital, stressed, and distressed circumstances.

General investment banking with a focus on raising capital for alternative assets, special situations and distressed enterprises.

Led distressed & special situations private finance effort across Marathon’s family of funds focused on providing primary debt and equity solutions for stressed and distressed middle-market companies operating in a variety of industries from airlines, timber, financial services, mining, defense, consumer products, real estate and automotive suppliers.

Advised distressed companies, boards, creditors & equity holders involving balance sheet recapitalizations; restructuring of funded obligations; asset sales; capital raising; and sale of the entire enterprise through both in- and out-of-court arenas.

Senior member of the restructuring advisory efforts with prior roles in the Liability Management Group and Debt Capital Markets.

Lead a combat engineer platoon in Berlin, GE and served as the Executive Officer of a basic training Company in Ft. Dix, NJ.