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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Founding Partner
      • Apr 2018 - Present

      www.breckpartners.com www.breckpartners.com

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner
      • Apr 2008 - Mar 2018

      Wingate Partners was founded in 1987 to purchase controlling equity interests in companies where there is the opportunity to create value through superior operational and strategic execution. Typically, Wingate’s investments fall into two primary categories: profitable companies in changing or out of favor industries and under-performing companies. In both cases, equity value is created by improving the operating performance of the business and by developing long-term strategies to exploit changing industry dynamics. Our professionals bring substantial senior-level and strategic experience in addition to extensive careers in acquiring companies.

    • Business Consulting and Services
    • 700 & Above Employee
    • Associate
      • Aug 2006 - Mar 2008
    • United Kingdom
    • Real Estate
    • Associate, High Yield Bond Portfolio
      • Mar 2003 - Jun 2004

      Created and maintained comprehensive models of upstream, midstream and oil field services companies; managed and recommended high yield investments generating total return in excess of 20% Created and maintained comprehensive models of upstream, midstream and oil field services companies; managed and recommended high yield investments generating total return in excess of 20%

    • Oil and Gas
    • 200 - 300 Employee
    • Analyst
      • Jul 2000 - Apr 2003

      Performed valuation and financial analysis with the global finance group; assisted in several capital markets financings; contributed to the restructuring effort for nearly 18 months of the bankruptcy Performed valuation and financial analysis with the global finance group; assisted in several capital markets financings; contributed to the restructuring effort for nearly 18 months of the bankruptcy

Education

  • Kellogg School of Management
    MBA
    2004 - 2006
  • Vanderbilt University
    BS, Mathematics and Computer Science
    1996 - 2000
  • Westminster Christian Academy

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