Experience

True North M&A

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director-M&A

  • Oct 2021 - Present

  Minneapolis, Minnesota, United States I joined True North Mergers & Acquisitions to lead an advanced strategy to enhance and extend the company’s M&A operations, as part of a process that will lead the operation to significant movement in the marketplace by: • Enhancing our footprint in mergers and acquisitions. Leading the Sunbelt team’s work with business founders in the lower middle market when they are ready to exit their business. • Leveraging the Merger and Acquisition team’s experience and knowledge with main… Show more I joined True North Mergers & Acquisitions to lead an advanced strategy to enhance and extend the company’s M&A operations, as part of a process that will lead the operation to significant movement in the marketplace by: • Enhancing our footprint in mergers and acquisitions. Leading the Sunbelt team’s work with business founders in the lower middle market when they are ready to exit their business. • Leveraging the Merger and Acquisition team’s experience and knowledge with main street businesses to add value to all aspects of M&A transactions. • Building on Sunbelt’s reputation, being a product of our success, as a key ingredient in successful lower middle market mergers and acquisitions and expanding our footprint and service to founders in the marketplace. • Continuing to build our team of extraordinarily high caliber individuals to ensure the continued, strong strategic trajectory of our mergers and acquisitions business. Show less



Cornerstone Business Services, Inc.

• Investment Banking
• 1 - 100 Employee

• Managing Partner

  • Oct 2016 - Oct 2021

  Green Bay, WI Led all aspects of service and growth for the company including day-to-day operations, buyer and seller support, and coordinating all projects through the marketing and due diligence process. In addition to managing Cornerstone’s internal KPIs, managed the deal support team and investment bankers on the strategic direction. I joined Cornerstone in 2016, bringing direct operational experience from a global private equity firm. Where I supported the President in managing special project… Show more Led all aspects of service and growth for the company including day-to-day operations, buyer and seller support, and coordinating all projects through the marketing and due diligence process. In addition to managing Cornerstone’s internal KPIs, managed the deal support team and investment bankers on the strategic direction. I joined Cornerstone in 2016, bringing direct operational experience from a global private equity firm. Where I supported the President in managing special project initiatives including business unit wind downs, liquidations, acquisitions, and reorganization efforts. Show less