6
hours

Avg Response Time

3
hours

Total Hours Logged

28
years

Years of Experience

10/14

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Integris Capital Partners, LLC Finance
Managing Member
08/2012 - Present
• Founder of entrepreneurial advisory and investment firm working with start-ups and early stage businesses requiring capital and growth expertise.
• Controlling or minority investor in multiple lower middle-market businesses including logistics, consumer products, business services, consumer services and retail.

www.integriscapitalpartners.com

Pine Creek Partners, LLC Finance
Principal
05/2008 - 08/2012
• Sourced transactions, conducted detailed due diligence on acquisition candidates, negotiated deal structures, valuations and deal terms.
• Identified key areas of value and risk in acquisition candidates.
• Took on operating role as CFO for portfolio company in the logistics space. Developed strategy, executed targeted acquisitions and grew revenue approximately 135% in two years while improving profitability more than fivefold. Structured creative exit transaction resulting in 5x return.

FBR Capital Markets Finance
Managing Director
08/2001 - 04/2008
Managing Director, Investment Banking (June 2007 to April 2008)
Director, Investment Banking (Jan 2007 to June 2007)
SVP, Principal Investments (Jan 2005 to Jan 2007)
VP, Investment Banking (June 2003 to Jan 2005)
AVP, Investment Banking (Jan 2002 to June 2003)
Associate, Investment Banking (Aug 2001 to Dec 2001)

• Handled all aspects of M&A and capital raising transactions.
• Senior investment professional within merchant banking group.

PricewaterhouseCoopers (PwC) Finance
Associate
01/2000 - 07/2001
• Executed sell-side and buy-side middle market M&A transactions as well as debt and equity private placements for the broker-dealer investment banking subsidiary of PricewaterhouseCoopers.

PricewaterhouseCoopers (PwC) Finance
Analyst
06/1995 - 09/1998
• Prepared leveraged buy-out, market comparable, transaction multiple, discounted cash flow and ratio analyses in order to assess firm value and optimal transaction structuring.
• Conducted extensive industry research and developed comprehensive new business pitches.