Experience

Deerpath Capital

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Aug 2023 - Present



RF Investment Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President

  • Apr 2022 - Jul 2023

  With over $680 million of capital under management, RF Investment Partners invests in lower middle-market businesses with a focus in Software, Healthcare Services, and Business Services. RF is often the first institutional investor, offering investment across the capital structure that aligns with the company’s growth strategy. Through a partnership approach, we provide guidance based on our deep sector expertise and understanding of broad market dynamics. • Sectors: Software, Healthcare Services, and Business Services • Transaction Types: Liquidity Events, Growth Capital Investments, Acquisition Capital, Management Buyouts, Recapitalizations, Independent Sponsor / Search Fund • Investment Parameters: $10 - $40M Transaction Size. Interest Only. • Securities: Unitranche Debt, Subordinated Debt, Preferred / Common Equity Portfolio Coverage / Investments: • Ally Waste • GreenTech Environmental • MAX Surgical Specialty Management • NexGenCAM • Select Dental Management, LLC • Specialty Dental Brands • The Skin Center Show less



Thurston Group

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Vice President

  • Nov 2020 - Mar 2022

  With over $140 million of capital under management, the Thurston Group invests in lower middle-market businesses with a focus in healthcare services, business services, and real estate. Thurston Group is often the first institutional investor, offering investments in the form of private equity that aligns with the company’s growth strategy. • Sectors: Healthcare Services, Business Services, and Real Estate• Transaction Types: Leveraged Buyouts, Growth Capital Investments• Securities: Preferred EquityPortfolio Coverage / Investments:• Gen4 Dental Partners• National Dental Healthcare REIT• SGA Dental Partners• Smiles Dental• U.S. Endo Partners• U.S. Oral Surgery Management Show less

• Private Equity Associate

  • Jul 2018 - Nov 2020



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Banking Analyst

  • Jan 2015 - Jun 2018

  Raymond James is a full-service investment bank with national as well as international capabilities. Comprised of more than 500 capital markets professionals, Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking today. Raymond James is a full-service investment bank with national as well as international capabilities. Comprised of more than 500 capital markets professionals, Raymond James is one of the most highly regarded middle-market equity offering and advisory practices in investment banking today.



Fifth Third Private Bank

• Financial Services
• 200 - 300 Employee

• Associate Portfolio Manager

  • Aug 2014 - Dec 2014



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2013 - Sep 2013



Illinois General Assembly Candidate's Campaign

• Aurora, IL

• Field Director

  • Jul 2012 - Sep 2012



InSite Real Estate

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Accounting/Commercial Real Estate Intern

  • Aug 2011 - Sep 2011



Ares Management Corporation

• United States
• Financial Services
• 700 & Above Employee

• Private Debt Summer Analyst

  • Jun 2011 - Aug 2011