Experience

Turtle Holdings Limited

• Canada
• Investment Management
• 1 - 100 Employee

• Partner

  • 2017 - Present

  Toronto, Canada Area Turtle Holdings Limited (www.turtlehold.com) is a family investment company making investments in and managing lower middle market companies in North America. Who are we? We are entrepreneurs like you. We have run companies as small as $5 million and as large as $400 million. We understand that a business is not just about the money, it is also about the legacy that you are leaving behind. We have closed over 40 transactions in our careers. We do what we say we will do.



Maverick Capital

• United States
• Investment Management
• 300 - 400 Employee

• Senior Investment Analyst

  • 2013 - 2017

  Invested in a variety of small, medium and large public & privately-held businesses across a range of product & service-based sectors. Built trust with management teams through regular meetings to discuss strategy, operational execution, and financial performance. Recruited, trained and mentored new members of the investment team.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 2011 - 2013

  Advised companies on transition & leadership issues, including mergers & acquisitions. Helped founders & CEOs evaluate and complete the sale of their businesses and transition into retirement. Assisted small, medium and large companies raise funds to grow their customer base and expand their operations.