Sector Experience
Healthcare
Financial Services
Business Services
Real Estate
26
years
Years of Experience
1/17
Member Since
Experience
Framework Realty Advisors (The Seniors Group)
Finance
Vice President - Deal Execution & Marketing
- Conducted all financial analysis, valuation, due diligence, and documentation Provided marketing, business development, and transactional support to the
- Focused on deals in the assisted living, independent living, and skilled nursing segments of seniors housing
• Involved in all aspects of the business including marketing, operations, budgeting, client relations, and deal execution
• Responsible for vital aspects of several transactions, ranging in size from $10M to over $75M
- Focused on deals in the assisted living, independent living, and skilled nursing segments of seniors housing
• Involved in all aspects of the business including marketing, operations, budgeting, client relations, and deal execution
• Responsible for vital aspects of several transactions, ranging in size from $10M to over $75M
Deal Arch
Management Consulting
Managing Director
- Leading business development and execution through all stages of an engagement
- Providing financial analysis, document preparation, and presentation support to advisors.
- Corporate client base has ranged from individual entrepreneurs to $100M
corporations; established professional referral sources nationwide
- Completed advisory/consulting engagements including M&A assignments, capital raising, business/financial planning, and business growth & profitability initiatives
- Providing financial analysis, document preparation, and presentation support to advisors.
- Corporate client base has ranged from individual entrepreneurs to $100M
corporations; established professional referral sources nationwide
- Completed advisory/consulting engagements including M&A assignments, capital raising, business/financial planning, and business growth & profitability initiatives
Six Pillar Capital
Finance
CEO
- Led business development efforts and execution of a wide range of advisory services, including valuation, strategic consulting, capital raising, and M&A engagements
- Supervised all engagement activities including preparation of presentation materials, offering documents, due diligence, and financial models
- Supervised all engagement activities including preparation of presentation materials, offering documents, due diligence, and financial models
Ticonderoga Capital
Finance
Private Equity Associate
- Sourced and executed private equity investments in growth stage companies, primarily in the IT software/services sector
- Identified/evaluated investment opportunities and executed transactions all the way through negotiating terms and closing.
- Identified/evaluated investment opportunities and executed transactions all the way through negotiating terms and closing.
Salomon Smith Barney
Finance
Corporate Finance/M&A
- Executed capital raising and M&A transactions in consumer/retail and industrial sectors, ranging in size from $50M to well over $1B
- Worked in M&A business development and helped establish new relationships with smaller companies in the consumer products sector
- Worked in M&A business development and helped establish new relationships with smaller companies in the consumer products sector