Experience

Mile Square Capital Advisors

• Investment Banking
• 1 - 100 Employee

• Managing Partner

  • Mar 2021 - Present

  Strategy / Buy-Side M&A / Sell-Side M&A / Advisory Firm Mile Square Capital Advisors is a strategic advisory firm focused on working closely with the founders, management teams and investors of growth stage software and business services companies. Our Principles have significant track record of successfully working with companies on purchasing other businesses (strategic acquisitions and roll-ups), assisting with securing the capital necessary to finance such transactions, and selling / recapitalizing businesses with $5 to $100 million in revenue. MSCA's founders have advised on or participated in investments of deals representing over $7 billion of value transacted over the past 15 years. Licensed Agent of Rainmaker Securities, LLC and hold Series 63, 79, 82 and 24 securities licenses. Show less



Family Office

• Executive Offices

• Managing Director / Investor

  • Dec 2014 - Present

  Manage software and technology investments for personal family office. Backing: Alertive Remote Patient Solutions / Health Tech Location: Seattle Exit: Strategic Sale to Carbon Health Cityworks Enterprise SW / Govtech / Asset Mgmt Location: Salt Lake City Exit: Strategic Sale to Trimble Cronos Pharmatech Location: Toronto Exit: OTC Uplisting NASDAQ; Altria Strategic Investment Lessonly Enterprise SW / Training software Location: Indianapolis Exit: Strategic Sale to Seismic Scale Computing Enterprise SW / Edge Computing / Machine Learning Location: Indianapolis Square Enterprise SW / Payments Location: San Francisco Exit: IPO Allos Gotham Green Show less



Tech Investment Bank

• Managing Director

  • Sep 2009 - Mar 2020

  Expansion stage strategic transaction advisory for technology companies (sell-side M&A, buy-side M&A, minority and majority venture capital and private equity fundraising). Track record of achieving highly successful outcomes for disruptive companies and the respective shareholders. Advised on more than 50 transaction assignments encompassing approximately $4.5 billion in cumulative enterprise value for high growth software companies. Significant work with both founder-owned/operated and VC-backed companies in preparing for liquidity and other strategic events. Series 24, 63 and 79. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Analyst

  • May 2007 - Jun 2009

  FIG investment banker working with financial technology companies, financial institutions (bank, insurance and specialty finance companies) and exchanges. Closed transactions in the bank and insurance brokerage verticals with over $1.5 billion in cumulative enterprise value. FIG investment banker working with financial technology companies, financial institutions (bank, insurance and specialty finance companies) and exchanges. Closed transactions in the bank and insurance brokerage verticals with over $1.5 billion in cumulative enterprise value.