Senior Vice President

• Jan 2016 - Present

Boutique investment bank serving mid-sized clients on special projects such as mergers and acquisitions, institutional capital raises, long term exit planning and other advisory services. Boutique investment bank serving mid-sized clients on special projects such as mergers and acquisitions, institutional capital raises, long term exit planning and other advisory services.

Vice President

• 2011 - Dec 2015

Advisor to closely-held middle market enterprises, developing strategic plans for value enhancement, mergers and acquisitions, capital raising and divestitures tailored specifically to client objectives and expectations. • Develop transition plans utilizing technical financial experience and marketing expertise. These detailed plans include complex financial modeling, corporate valuations (DCF, comps, etc.) and recommendations to achieve client goals. • Create marketing materials and execute transition plans, managing each stage of the transaction, including conducting all marketing efforts, identifying and screening prospects, negotiating LOIs and optimizing deal structure to maximize client proceeds. • Facilitate due diligence and manage all professionals on the team to ensure a smooth transaction, overseeing creation of purchase documents and successfully close the deal. • Assist in post-transaction integration using a unique entrepreneurial perspective to relate to business owners, their exit goals and the unique challenges of merging entities. • Extensive experience advising manufacturers, distributors, alternative energy providers, financial services companies, health care and fitness product designers, retailers and IT systems developers.

Vice President, Client Services

• 2009 - 2011

Consulting firm focused on exit strategy planning for family-owned businesses. Consulting firm focused on exit strategy planning for family-owned businesses.

Director Of Operations

• 2004 - 2009

Manufacturer of automotive electronics, instrumentation, gauges and related aftermarket products. Implemented new production procedures resulting in significant improvements: increased revenue and gross margin, reduced defective product rate. Moved operations to a new facility, redesigned manufacturing workflow and plant floor layout to maximize efficiency and reduce costs. Responsible for quality control, technical support and customer service. Created sales and marketing programs with channel partners (distributors, dealers). Maintained existing/developed new distribution relationships, negotiating all sales contracts. Designed new products, winning the Hot Rod and Restoration Best New Product award in 2009.

Vice President, M&A Valuations

• 2003 - 2004

Executed sell-side private middle-market M&A and corporate finance advisory engagements. Deal sizes ranged from $1MM to $50MM. Managed 20 financial professionals, with departmental P&L responsibility. Responsible for controlling workflow and all client service. Approved all financial analyses and modeling, including value conclusions plus all marketing materials. Executed sell-side private middle-market M&A and corporate finance advisory engagements. Deal sizes ranged from $1MM to $50MM. Managed 20 financial professionals, with departmental P&L responsibility. Responsible for controlling workflow and all client service. Approved all financial analyses and modeling, including value conclusions plus all marketing materials.

Vice President, Priority Capital Services

• 1998 - 2003

Marketed and negotiated the sale of privately-held companies ranging from $10MM to $100MM in a wide variety of industries, including business services, technology, manufacturing, food service, distribution and retail. Responsible for detailed financial modeling and analyses, preparation and distribution of all marketing documents and coordination of marketing campaigns, buyer contact and on-site visits. Negotiated Letters Of Intent, facilitated due diligence and coordinated the closing process.

Sales Finance Manager

• 1995 - 1998

Senior Financial Analyst

• 1994 - 1995

Corporate Auditor

• 1989 - 1994

Programmer, Financial Systems

• 1986 - 1989