Experience

Black Lake Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Partner

  • Apr 2013 - 10 years 9 months

  Denver, CO Investing in technology and innovation-enabled private businesses . Black Lake Capital seeks opportunities where it can apply its strategic insight, resource network, and experience to enhance a business’s growth and profitability



Macrosoft

• United States
• Software Development
• 300 - 400 Employee

• Board Member

  • Jun 2023 - 7 months

  Parsippany, New Jersey, United States Providing strategic guidance for Macrosoft, a leading provider of strategic technology solutions, including software development and staffing of software engineers.



Spinnaker SCA

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Board Member

  • Mar 2021 - 2 years 10 months

  Boulder, Colorado, United States Providing strategic guidance for Spinnaker SCA, which provides a complete suite of supply chain consulting services, from supply chain strategy and planning to execution and fulfillment.



Trapp Technology

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Board Member

  • Aug 2019 - 4 years 5 months

  Phoenix, Arizona, United States Providing strategic guidance for Trapp Technology, which creates innovative solutions to its clients' most complex cloud, voice, security, and IT challenges. Trapp's services are designed to appeal to the growing number of small- to medium-sized businesses looking to implement solutions that reduce the total cost of ownership, align with internal resources, and leverage the skills and support necessary to achieve business goals.



A5

• United States
• Information Technology & Services
• 100 - 200 Employee

• Board Member

  • Dec 2015 - 8 years 1 month

  Pleasanton, California, United States Providing strategic guidance for A5, which guides businesses through their Digital Transformation journey with a focus on Campaign-to-Cash. As leading solutions providers and systems implementers, A5 modernizes business processes through its strategic methodology using industry-leading platforms such as Salesforce and Oracle.



Set Solutions, a Trace3 Company

• United States
• Computer and Network Security
• 1 - 100 Employee

• Board Member

  • Apr 2014 - Mar 2023

  Houston, Texas, United States Providing strategic guidance to Set Solutions, which delivers advanced Cybersecurity consulting and procurement solutions tailored to Commercial, Enterprise, Government and Educational customers. Set's consultative approach aligns the best security solutions – from emerging technologies to best-of-breed technologies with each individual customer’s requirements, creating long-term partnerships focused on building resilient, integrated Cybersecurity programs.



Independence Capital Asset Partners, LLC

• United States

• Senior Analyst

  • Nov 2011 - Apr 2013

  Denver, CO Analyzed and selected public equity investments within separate large-cap and small-cap strategies for hedge fund manager with over $450M in assets under management. Performed in-depth research of industry dynamics, business positioning, management capability, and financial structure.



CR Intrinsic Investors

• Investment Management
• 1 - 100 Employee

• Senior Analyst

  • May 2010 - Jun 2011

  New York, NY Analyzed and selected public equity investments for $500M long-short portfolio within SAC Capital’s $16B family of hedge funds. Evaluated global industrials across multiple subgroups, including commodities, energy, capital equipment, and services.



Fox Point Capital Management Llc

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Nov 2007 - Mar 2010

  New York, NY Analyzed and selected public equity investments for long-short hedge fund seeded by Tiger Management with over $1B in assets under management. Performed extensive international diligence, including regular on-the-ground research in China, Brazil, and Europe.



H.I.G. Capital

• United States
• Venture Capital and Private Equity Principals
• 700 & Above Employee

• Associate

  • Aug 2004 - Nov 2007

  Miami, FL Analyzed and executed private and public equity investments for global investment firm with manages over $37B in assets. Performed due diligence and portfolio management for middle-market private equity investments. Selected by partnership group as founding member of HIG’s $700M long-short equities fund, Brightpoint Capital.



AEA Investors LP

• United States
• Financial Services
• 100 - 200 Employee

• Associate

  • Aug 2000 - Aug 2002

  New York, NY Identified and analyzed transactions for private equity firm with over $15B in invested and committed capital. AEA's investors are primarily former leaders of Fortune 500 companies. Founding member of AEA’s Industrial Investment Practice.



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Business Analyst

  • Jul 1998 - Aug 2000

  Chicago, IL Developed and implemented solutions to strategic, operating, marketing, and financial issues for clients in multiple industries.