Experience

Cascadia Capital

• Venture Capital and Private Equity Principals

• Managing Director

  • Nov 2022 - Present

  Austin, Texas, United States Mergers and Acquisitions Investment banker focused on technology, software. fintech, payment processing, HCIT and tech enabled services.



AGC Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Partner

  • Aug 2019 - Nov 2022

  Austin, Texas Area



ONEtoONE Corporate Finance Global

• Partner

  • Jul 2016 - Apr 2019

  Greater Boston Area Partner with OnetoOne Corporate Finance USA focused on Mergers and Acquisitions, financings, recapitalizations and buyouts primarily in the technology, software, business services, payment processing, financial-healthcare-government technology sectors. OnetoONe Corporate Finance USA is part of the OnetoOne Worldwide network of investment bankers capable of closing cross-border transactions including buyside, sellside, advisory, valuation and restructuring services internationally.



Headwaters MB

• United States
• Investment Banking

• Managing Director, Technology Media and Telecom Group

  • Dec 2011 - Aug 2012

  Washington D.C. Metro Area Middle market investment bank focused on mergers and acquisitions technology, mobile payments, SAAS, Healthcare IT Position: Managing Director • Deal sourcing and execution in the payment processing and technology services areas and refer deals to other bankers. • Developed network for deals, built financial models, created pitch books for client presentations, initiated meetings with leading private equity funds, managed associates, valued companies, created buyers lists and… Show more Middle market investment bank focused on mergers and acquisitions technology, mobile payments, SAAS, Healthcare IT Position: Managing Director • Deal sourcing and execution in the payment processing and technology services areas and refer deals to other bankers. • Developed network for deals, built financial models, created pitch books for client presentations, initiated meetings with leading private equity funds, managed associates, valued companies, created buyers lists and contacted buyers. Show less



Converge Capital, LLC

• United States

• Founder and Chief Executive Officer

  • Nov 2001 - Apr 2010

  McLean, VA A boutique investment bank and financial advisory firm. • Founded, operated and funded a firm specializing in advisory services including M&A, recapitalizations, and financings with a focus on the healthcare IT, government technology, software, outsourcing and business services sectors. • Created a business model focused on sell-side representation of private equity and entrepreneur owned companies and a buy-side/co-investment model that provided transaction closing fees plus equity for… Show more A boutique investment bank and financial advisory firm. • Founded, operated and funded a firm specializing in advisory services including M&A, recapitalizations, and financings with a focus on the healthcare IT, government technology, software, outsourcing and business services sectors. • Created a business model focused on sell-side representation of private equity and entrepreneur owned companies and a buy-side/co-investment model that provided transaction closing fees plus equity for long-term client deal success incentives. • Managed the end-to-end deal process including building a referral network of lawyers, entrepreneurs, private equity and venture capital firms, industry conferences, and executives for deal pipeline. Performed initial due diligence on buy and sell side clients. Negotiated non-disclosure agreements with buyers and sellers on behalf of clients. Reviewed and edited term sheets, purchase agreements and other closing documents. Administered business development budget. • Engaged by a $2 billion private equity firm to source new investments in the technology and healthcare sectors. Engaged resulted in a buyside closing of the purchase of a $162 million technology software and outsourcing company, co-invested in the transaction, subsequent Initial Public Offering generated approximately a 10X return of capital • Led the firm’s business development efforts to build a referral network with over 1,000 contacts. Spoke at an Outsourcing Conference in June, 2005 in Shenzhen, China, on cross-border M&A transactions in the technology sector. Created all the firm’s marketing material, including brochures, business cards, website, pitchbooks and blog. • Sourced and closed 13 transactions ranging in size from $5 to $200 million,and resulting in four co-investment opportunities (3 private company investments and 1 public company investment). processing, healthcare and government technology sectors. Show less



Imperial Capital, LLC

• Financial Services
• 100 - 200 Employee

• Managing Director

  • Nov 2006 - Nov 2007

  Washington D.C. Metro Area Managing Director at USBX, which was acquired by Imperial Capital in November, 2007. Focused on valuation and investment banking services for technology and business service companies; mergers and acquisitions, funding, raising capital, sourcing transactions, marketing firm, valuation opinions, preparing financial model and fairness opinions.



Boston University School of Management

• Adjunct Professor

  • Aug 2001 - May 2002

  Greater Boston Area Taught Corporate Finance to MBA students for two semesters



Updata Capital

• Canada
• Software Development
• 1 - 100 Employee

• Partner

  • Sep 1999 - Oct 2001

  Co-managed a boutique mergers and acquisitions advisory firm with 30 employees and approximately $25 million in revenues. Member of the 6 person Partner Committee and participated in monthly P&L and planning meetings with the other partners, managed Vice Presidents, Associates and staff, directed networking and deal flow sourcing, trained staff, and sourced, executed and closed client transactions. • Led the expansion of the firm into the government technology sector, sourced, led and… Show more Co-managed a boutique mergers and acquisitions advisory firm with 30 employees and approximately $25 million in revenues. Member of the 6 person Partner Committee and participated in monthly P&L and planning meetings with the other partners, managed Vice Presidents, Associates and staff, directed networking and deal flow sourcing, trained staff, and sourced, executed and closed client transactions. • Led the expansion of the firm into the government technology sector, sourced, led and closed a divestiture project for Computer Associates (CA) for the $160 million sale of a government technology business in a limited auction to 3 potential buyers with the sale to Northrop Grumman. Sourced and closed the sale of Digital Systems International Corporation (DSIC) to CACI, Inc. DSIC was a leading provider of high security clearance personnel to federal government departments, including Department of Defense, CIA, FBI and other agencies. • Pitched, won, advised and closed the divestiture of the technology solutions and staffing business of Affiliated Computer Services, Inc. to TMP Worldwide. This transaction was sourced by me through my relationship with John Rexford, my successor at ACS and my former boss at Citicorp Leveraged Capital. Project management included valuation of the business, assembling a buyers list, managing due diligence, reviewing financial statements, contacting buyers, reassessing financial and market conditions, and negotiating the purchase price and closing documents. Show less



PricewaterhouseCoopers

• 1 - 100 Employee

• Director

  • Sep 1997 - Sep 1999

  Washington D.C. Metro Area Director in PricewaterhouseCoopers investment banking group. Sourced and closed sales of numerous family and founder owned businesses in the technology and business services sectors.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Aug 1996 - Sep 1997

  Greater Boston Area Investment banker focused on providing merger and acquisition and capital raising advisory services to technology, business services and high growth companies. Clients included EMC, CrossComm, The Registry, Princeton Financial Systems and Proxicom.



Conduent

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Vice President Corporate Development

  • Nov 1994 - Aug 1996

  Dallas/Fort Worth Area Responsible for finding high growth companies to acquire. Structured numerous transactions around ACS and the sellers objectives, including earnouts, puts and calls, non-compete agreements and minority acquisitions. Exceeded M&A goals by over 100%. Worked with Human Resources, Accounting, business line management, CEO and President to quantify and qualify acquisition opportunities.



Kirkland & Ellis LLP

• Associate

  • Jul 1993 - Nov 1994

  Corporate Law



Hale and Dorr LLP

• Law Practice
• 1 - 100 Employee

• Associate

  • Jun 1991 - Jul 1993

  Corporate Law



Sidley Austin LLP

• United States
• Law Practice
• 700 & Above Employee

• Summer Associate

  • May 1990 - Aug 1990

  New York and Chicago Summer Associate in litigation and corporate departments. Assignments included deposition and cross-examination preparation, financial transaction document preparation and litigation research.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Associate

  • Jun 1987 - Aug 1989

  Dallas/Fort Worth Area Associate in the Leveraged Capital Group. Responsibilities included financial modeling for leveraged buyouts, due diligence, negotiating loan and security agreements, marketing services to corporation clients, and credit process analysis.



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Summer Associate

  • May 1986 - Aug 1986

  Consultant



US Congress

• Government Administration
• 700 & Above Employee

• Intern

  • Aug 1984 - Dec 1984

  Washington D.C. Metro Area Selected for Washington Legislative Internship Program. Worked for US Congressman John Porter (R-Illinois). Focused research on steel industry, appropriations and health care reform.



Commonwealth of Massachusetts

• United States
• Government Administration
• 700 & Above Employee

• Intern-Committee on Criminal Justice

  • May 1984 - Aug 1984

  Greater Boston Area Paid intern on Massachusetts Committee on Criminal Justice, Prepared monthly reports for review by Governor Dukakis and Lieutenant Governor John Kerry, financial analysis of state expenditures on criminal justice.