Experience

ARGO Capital Advisors

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Partner

  • Mar 2020 - Present

  New York, New York, United States • Co-founded a boutique investment banking and strategic advisory firm with the aim of bringing mid-market and bulge-bracket execution experience to start-ups and small-to-medium family-owned businesses • Source, market and execute a broad range of advisory and financing engagements, including equity and debt raises for private companies of various sizes, secondary trades in late-stage private companies, and fund placements • Develop various internal and external marketing documentation… Show more • Co-founded a boutique investment banking and strategic advisory firm with the aim of bringing mid-market and bulge-bracket execution experience to start-ups and small-to-medium family-owned businesses • Source, market and execute a broad range of advisory and financing engagements, including equity and debt raises for private companies of various sizes, secondary trades in late-stage private companies, and fund placements • Develop various internal and external marketing documentation to assist me and my colleagues in building ARGO’s brand and sourcing deal flow • Oversee all aspects of running a small advisory firm, including developing and executing strategic growth initiatives, negotiating vendor contracts and client engagement letters, handling accounting and tax matters, and managing various employee-related issues • Train and mentor junior staff to ensure they could support senior bankers at ARGO from day one, and receive a well-rounded investment banking experience Show less



Stephens Inc.

• United States
• 1 - 100 Employee

• Vice President, Consumer Group

  • Mar 2015 - Feb 2020

  New York, New York, United States • Led execution and marketing efforts on a broad range of advisory and financing activities, including strategic growth and M&A initiatives, leveraged buyouts, divestitures, debt and equity financings • Oversaw analytics, structuring, and due diligence efforts on transactions and supervised all financial analyses prepared by junior team • Collaborated directly with client management teams to craft marketing presentations and determined optimal positioning of business operations and… Show more • Led execution and marketing efforts on a broad range of advisory and financing activities, including strategic growth and M&A initiatives, leveraged buyouts, divestitures, debt and equity financings • Oversaw analytics, structuring, and due diligence efforts on transactions and supervised all financial analyses prepared by junior team • Collaborated directly with client management teams to craft marketing presentations and determined optimal positioning of business operations and company financials to potential investors • Covered Pet Products & Services and Cannabis sub-sectors - outlined strategies and developed business plans, created potential client target lists, and built new client relationships by attending industry conferences and expos Selected deal experience: - Sale of online specialty retailer of backyard living products - ~$80mm broad sell-side (terminated 2019) - Growth capital raise for Lemi Shine (by Fenwick Brands) - targeted process (announced Winter 2018) - Sale of Wave Electronics to AVAD (Kingswood Capital Management) – $63mm targeted sell-side (announced Fall 2018) - Sale of vertically-integrated hog and poultry equipment distributor - ~$550 broad sell-side (terminated Summer 2018) - Acquisition of Pink Adventure Group (d.b.a. Pink Jeep) by Herschend Family Entertainment - $78mm negotiated buy-side (announced Summer 2018) - Sale of Boat Holdings (d.b.a. Bennington) to Polaris – $825mm negotiated sell-side (announced Spring 2018) - Sale of Stanley Furniture (STLY) to Churchill Downs – $19mm broad sell-side (announced Spring 2018) and fairness opinion - Sale of catfish farm and processing plant - ~$200mm broad sell-side (terminated Winter 2016) - Sale of Product Quest Manufacturing to Kainos Capital – $210mm broad sell-side (announced Fall 2015) - Follow-on offering for CrossAmerica Partners (CAPL) – $145mm (announced Summer 2015) - Follow-on offering for Good Times Restaurants (GTIM) – $20mm (announced Spring 2015)

• Associate, Consumer Group

  • Jul 2014 - Mar 2015

  Greater New York City Area



Jefferies & Company

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Associate - Mergers & Acquisitions

  • Aug 2011 - Jul 2014

  New York, New York, United States • Performed financial analyses on potential acquisitions, LBOs, and fairness opinions • Valued companies using a wide range of methodologies including DCF, LBO, trading and transaction comparable analyses • Supported all aspects of execution process including management presentations, due diligence and marketing Select Experience: - Acquisition of BSN Sports by Herff Jones – $460mm targeted buy-side process (May 2013) - Sale of IVANS to ABILITY Network and Applied Systems –… Show more • Performed financial analyses on potential acquisitions, LBOs, and fairness opinions • Valued companies using a wide range of methodologies including DCF, LBO, trading and transaction comparable analyses • Supported all aspects of execution process including management presentations, due diligence and marketing Select Experience: - Acquisition of BSN Sports by Herff Jones – $460mm targeted buy-side process (May 2013) - Sale of IVANS to ABILITY Network and Applied Systems – $215mm negotiated sell-side (March 2013) - Cross-border acquisition of three of Clariant’s units by SK Capital – $550mm buy-side (December 2012) - Cross-border sale of Kinetek to Nidec – $450mm co-advisory sell-side (September 2012) - Cross-border sale of Radvision to Avaya – $230mm negotiated sell-side (March 2012) - Sale of an alarm security company – ~$425mm broad sell-side process (50+ buyers) (terminated) Show less



Griffin Financial Group

• United States
• Investment Banking
• 1 - 100 Employee

• Summer Associate

  • May 2010 - Aug 2010

  Reading, Pennsylvania, United States • Screened for and analyzed a number of acquisition targets in the banking sector • Evaluated based on performance metrics and asset quality and capital adequacy ratios • Performed multiples and transaction comparables analysis • Prepared pitch books for potential clients



New York Life

• Financial Services
• 1 - 100 Employee

• Senior Research Associate

  • Aug 2006 - Jun 2009

  New York, New York, United States • Led due diligence in guaranteed lifetime income joint venture transaction involving NYL and Japanese life insurance • Drafted initial presentations and internal pitch books for senior management • Identified and analyzed competitors’ market strategies from investor presentations and analyst reports; created and maintained company profiles of NYL’s domestic and foreign competitors • Conducted public comparable analysis utilizing Bloomberg and Factset to screen and evaluate potential… Show more • Led due diligence in guaranteed lifetime income joint venture transaction involving NYL and Japanese life insurance • Drafted initial presentations and internal pitch books for senior management • Identified and analyzed competitors’ market strategies from investor presentations and analyst reports; created and maintained company profiles of NYL’s domestic and foreign competitors • Conducted public comparable analysis utilizing Bloomberg and Factset to screen and evaluate potential acquisition targets Show less