Search Fund formed to acquire and operate a business with up to $12 million in EBITDA.
• Manage all aspects of the transaction process, including sourcing, evaluating, structuring, performing diligence on
transactions and presenting transactions and reporting to LPs
• Lead a team of 8 analysts in conducting deal sourcing, industry research, financial and operation diligence

• CFO of several portfolio companies; responsible for tax,
audit, financial reporting (internally, to the Board and to lenders), FP&A, tracking KPIs and decision support
• Coordinated communication between management team, the board, limited partners and lenders
Introduced new closing procedures and internal controls to prepare Northern Brewer (and others) for annual audits and taxes
• Served as strategic partner for the CEO in leading the businesses
• Created, measured and tracked KPIs