Experience

Osage Advisors, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Senior M&A Advisor

  • Oct 2015 - May 2021

  Centerbrook, CT Simply put: I identify, develop, package-for-market, evaluate offers, and negotiate the business sale or purchase for privately held and family-owned companies. I help companies maximize their value by: 1) Professionally marketing the key components that showcase business worth—using proven analytic skills to articulate quantifiable value. 2) Developing a comprehensive overview for optimal positioning in the market. 3) Creating a powerful marketing plan with the… Show more Simply put: I identify, develop, package-for-market, evaluate offers, and negotiate the business sale or purchase for privately held and family-owned companies. I help companies maximize their value by: 1) Professionally marketing the key components that showcase business worth—using proven analytic skills to articulate quantifiable value. 2) Developing a comprehensive overview for optimal positioning in the market. 3) Creating a powerful marketing plan with the right collaterals to attract the best candidates. 4) Providing thought leadership regarding where to market the business, which private equity firms are the best fit, and/or which strategic buyers should be targeted. 5) Bringing management expertise throughout the entire process—from initial business analysis and marketing to price positioning and negotiation of closing documents. Tapping an extensive career in the banking industry—where I provided financing and working capital to numerous family and closely held businesses—I have expertise spanning a broad range of industries, which includes manufacturing, distribution, service-related, and technology companies, among others. An experienced lender, I have a time-tested reputation for helping companies build and articulate value, identify opportunities for growth/acquisition/sale, and negotiate and close quality transactions that deliver on the objectives that a client desires. My commitment to delivering outstanding service as part of a world-class team is second to none. Read more below around specific value I can deliver as your M&A Advisor.

• Senior M&A Advisor (continued)

  • Oct 2015 - Jan 2020

  Briefly, what I can do for family-owned or closely held companies—whether they are ready to sell or acquire a complementary entity: * Partnering with the individual business owner, I collaborate in developing a comprehensive overview of the business (including financial analysis, business valuation, assessment of strengths/weaknesses, positioning/targeting, and marketing buzz) and use a proprietary database to strategically market either the sale of the company or the appropriate… Show more Briefly, what I can do for family-owned or closely held companies—whether they are ready to sell or acquire a complementary entity: * Partnering with the individual business owner, I collaborate in developing a comprehensive overview of the business (including financial analysis, business valuation, assessment of strengths/weaknesses, positioning/targeting, and marketing buzz) and use a proprietary database to strategically market either the sale of the company or the appropriate acquisition candidate. * I provide in-depth intelligence on the current marketplace and help middle-market companies define their unique value proposition. I present historical and projected financials along with sale/comp data while helping clients position to achieve maximum value. * I also provide expertise in risk analysis, market analysis, deal-structuring, and documentation and assist business owners in negotiating and closing transactions that accomplish their financial goals. * Part of the unique value proposition I bring as a Senior M&A Advisor with Osage Advisors is the ability to identify the best strategic buyers and PE firms in order to intelligently and comprehensively present opportunities and secure multiple offers. * With extensive prior background as a direct lender and more than 25 years of proven experience in business development, finance, sales, and transaction structuring, I understand how competitive the marketplace is. I also understand what the capital and succession needs are for smaller, closely held businesses. I specialize in the business of identifying the best sources for capital as well as finding the right buyer for your company and/or the best acquisition candidate. I look forward to discussing your goals!



Webster Capital Finance

• Senior Vice President/National Sales Director

  • Oct 2013 - Oct 2015

  Kensington, CT Recruited by Webster Capital President to spearhead national sales management and dramatically accelerate growth by creating and executing aggressive strategies that diversified the portfolio by increasing the average deal size and broadening the target market focus to include a wider range of industries. Focus also included significantly increasing the size of the sales team. (Webster, with $21B in assets, is one of just 2 significant independent banks remaining in New England). Webster… Show more Recruited by Webster Capital President to spearhead national sales management and dramatically accelerate growth by creating and executing aggressive strategies that diversified the portfolio by increasing the average deal size and broadening the target market focus to include a wider range of industries. Focus also included significantly increasing the size of the sales team. (Webster, with $21B in assets, is one of just 2 significant independent banks remaining in New England). Webster Capital Finance specializes in providing equipment financing for manufacturing, environmental, construction, and transportation industries; both transportation and construction industries represent well-defined areas of core competency with expansion targets that include manufacturing, corporate aircraft, and marine. Webster Capital Finance is a highly customer-centric organization with a culture promoting delivery of exceptional customer service and support across all of its communities. Defined and executed significant market expansion strategy and ramped up staffing model to support growth across Eastern half of U.S. (growing existing sales team of direct originators/syndicator to 10+, recruiting proven producers). Built relationships between Webster Capital and Webster Bank, realizing synergistic results from shared technology initiatives (i.e., CRM). Show less



NewStar Financial

• Vice President, New Business Development

  • Feb 2013 - Sep 2013

  Boston, MA Recruited to drive new business development initiatives for leasing division of NewStar, headquartered in Boston; NewStar is a specialized commercial finance company providing value-added capital solutions for the middle market private equity-backed companies. Leveraged key contacts, advancing strategic business development initiatives. Helped to position marketing and points of contact, tapping software/CRM systems to optimize efficiency and results. NewStar Equipment Finance… Show more Recruited to drive new business development initiatives for leasing division of NewStar, headquartered in Boston; NewStar is a specialized commercial finance company providing value-added capital solutions for the middle market private equity-backed companies. Leveraged key contacts, advancing strategic business development initiatives. Helped to position marketing and points of contact, tapping software/CRM systems to optimize efficiency and results. NewStar Equipment Finance capitalized on potential lease transactions to mid-sized and large corporate clients across such industries as business services, consumer products, distribution, education, environmental services, healthcare, manufacturing, media and communications, retail, and technology. Show less



private clients

• Consultant/Financial Intermediary

  • Jan 2010 - Jan 2013

  Old Lyme, CT Capitalized on expertise as a change agent, turnaround expert, and seasoned financial sales executive; placed deals, matched interested parties, and helped institutions fund deals and companies secure capital to propel growth and expansion initiatives.



U.S. Bank Equipment Finance/Capital Equipment Group

• Executive Vice President/Director, Specialized Industries

  • 2005 - Jan 2010

  Portland, Oregon Helped to transform CEG operations, restructuring sales management team and establishing East Coast presence for U.S. Bank’s leasing division. Created specialized industries and exceeded plan with $36M/healthcare and $87M/aircraft for first full-year results following reorganization. Successfully repositioned a Midwest/West Coast leasing company.



Orix Financial Services/Structured Finance Division

• Senior Vice President/Sales Manager

  • 2004 - 2005

  Atlanta, GA Hired to turn around underperforming division plagued by high turnover among sales staff. Developed, restructured, and repositioned sales team, augmenting staff with a gaming specialist who generated $50M in new business opportunities in year 1.



ICX Corporation

• Vice President/Regional Sales Manager

  • Jan 2004 - Dec 2004

  Cleveland, OH Recruited to open new business markets, originating and funding $33M in volume. Spearheaded sales efforts throughout Eastern PA and NJ territories. ICX’s parent company was ultimately acquired by RBS Citizens.



Citicapital/Bankers Leasing (CBL)

• Vice President/National Sales Manager

  • Jan 2000 - Dec 2003

  Harrison, NY As change agent, altered culture and infused customer-focused account management philosophy throughout organization. Increased volume 39% to $1.28B, growing revenue to $47M. One year later, grew volume to $1.36B (revenue: 19% increase to $56.2M and portfolio: 24% increase to $4.1B). Increased CBL’s penetration into investment-grade clients.



GE Capital/Phoenixcor

• Senior Vice President/Eastern Marketing Manager

  • 1996 - 2000

  Norwalk, CT Transformed company by articulating corporate brand, hiring/optimizing sales team, and expanding from vendor/indirect-oriented sales to direct origination sales force targeting middle market. Consistently grew sales each year, exceeding budgets in 1996 by 14%, 1997 by 5%, and 1998 by 11%. Instrumental in growing company assets from $500M to $900M+.



CIT Group/Capital Equipment Financing, Inc.

• Vice President/NE Branch Manager

  • 1991 - 1995

  New York, NY Exceeded sales goals every year with annual sales volumes ranging from $86M to $301M and annual fee income between $450K and $4M. Launched strategic business development plans and marketing campaigns that successfully penetrated businesses with annual sales of $50M, up to and including Fortune 1000.



CIT Group/Equipment & Project Finance Division (EPF)

• Vice President/Eastern Marketing Manager

  • 1985 - 1991

  Stamford, CT



Manufacturers Hanover Leasing Corporation, NE

• Vice President/Regional Manager

  • 1979 - 1985

  New England VP/Regional Manager, 1984–1985 Branch Manager, 1983–1984 District Manager, 1981–1983 Senior Representative/Representative, 1979–1981