Certified Public Accountant

Leverages proven strategies across commercial, operational, financial, and technology functions to support clients from due diligence through exit, maximizing growth, efficiency, and enterprise value

Deep knowledge of M&A, corporate carve-outs, buy-and-build, and turnaround/special situations across multiple industry sectors

Experience designing and implementing management operating systems and sales excellence procedures to drive scale and revenue growth

Has successfully integrated numerous add-ons through process and technology implementations, driving commercial and financial synergies post-closing

Broad value creation experience includes hiring and mentoring portfolio company leadership teams, implementing ERP, Ops, CRM, HRIS and PM systems to streamline portfolio company operations, and supporting investment teams on due diligence, underwriting, transaction structuring, and deal execution

Previously served as Operating Partner for two operationally focused private equity firms