Experience

Hardesty, LLC

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Partner

  • Nov 2022 - 1 year 2 months

  Los Angeles, California, United States • Hardesty is an executive services and financial consulting firm providing C-level executive leadership and financial talent, on both an interim and permanent-basis, to middle market companies, including founder owned, investor owned, and public entities • Our differentiated model is supported by over 50+ Operating Partners • Leadership Partner focused on expanding the firm's nationwide executive network providing CEO/CFO/COO/CROs and financial management solutions to private… Show more • Hardesty is an executive services and financial consulting firm providing C-level executive leadership and financial talent, on both an interim and permanent-basis, to middle market companies, including founder owned, investor owned, and public entities • Our differentiated model is supported by over 50+ Operating Partners • Leadership Partner focused on expanding the firm's nationwide executive network providing CEO/CFO/COO/CROs and financial management solutions to private equity firms and their portfolio companies to drive investment value creation cpage@HardestyLLC.com (310) 428-6006 Show less



Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• Vice President - M&A

  • Jan 2021 - Oct 2022

  Los Angeles, California, United States • Carson Group is a $20 billion AUM asset management firm backed by BAIN CAPITAL • Led direct deal sourcing activities to provide permanent capital and support to closely-held financial services firms



KCB Management, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Principal - Private Equity

  • Jan 2017 - Dec 2019

  Greater Los Angeles Area • KCB is a lower middle market investment firm managing over $2.0 billion AUM • Investment team member recruited to lead business development, focused on new deal sourcing & origination • Accelerated capital deployment by expanding the deal pipeline and referral sources • Sourced four deals which successfully closed • Led CEO/executive investment sourcing in E-commerce, Food, Personal Care, Education, Healthcare, Logistics, Rental, Oil Services, and Restaurant industry segments



The Spartan Group

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director - Investment Banking

  • Jun 2010 - Jan 2016

  Greater Los Angeles Area • Investment banking & corporate development buyside advisory • Originated 3 long-term buyside engagements - Led CEO target search resulting in $48 million EV acquisition of software company by private equity firm



Wedbush Securities

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Investment Banking

  • Jul 2004 - May 2010

  San Francisco, California, United States • Investment Banking Department - Industrial Technology sector coverage, M&A & Capital markets advisory • Prior investment banking experience includes: - MORGAN STANLEY - DREXEL BURNHAM LAMBERT