Experience

True North M&A

• United States
• Financial Services
• 1 - 100 Employee

• Senior Mergers & Acquisitions Advisor

  • 2022 - Present

  • Lead sell-side engagements on transactions ranging from $10-100 Million • Assist companies and investment groups with strategic acquisitions • Lead sell-side engagements on transactions ranging from $10-100 Million • Assist companies and investment groups with strategic acquisitions



Wisconsin Investment Partners & Merlin Mentors

• Angel Investor

  • 2010 - Present

  • Invest in multiple start-ups and growth companies. • Mentor individuals interested in starting their own companies. • Invest in multiple start-ups and growth companies. • Mentor individuals interested in starting their own companies.



Cornerstone Business Services, Inc.

• Investment Banking
• 1 - 100 Employee

• Vice President

  • 2020 - 2022

  • Deliver high quality M&A services for a limited clientele. • Provide thought leadership for Cornerstone's Life Sciences/Healthcare practice. • Deliver high quality M&A services for a limited clientele. • Provide thought leadership for Cornerstone's Life Sciences/Healthcare practice.



PharmaSeek Companies

• CEO

  • 2009 - 2019

  • Initially hired to lead a 5-person company (PharmaSeek). • Acquired/launched 7 additional companies increasing total staff to 150+ people. • Directed the business analysis and investment activities for a family office located in Madison, WI. • Generated nearly $60M in shareholder value with no incremental investment from owner. • Led acquisition of 4 companies, launch of 3 start-ups, and negotiated 6 successful exits. • Initially hired to lead a 5-person company (PharmaSeek). • Acquired/launched 7 additional companies increasing total staff to 150+ people. • Directed the business analysis and investment activities for a family office located in Madison, WI. • Generated nearly $60M in shareholder value with no incremental investment from owner. • Led acquisition of 4 companies, launch of 3 start-ups, and negotiated 6 successful exits.



Swallow Solutions

• United States
• Biotechnology Research

• Founder

  • 2008 - 2009

  • Founded medical device company focused on the treatment of dysphagia. • Wrote business plan and led initial round of fundraising ($800,000). • Founded medical device company focused on the treatment of dysphagia. • Wrote business plan and led initial round of fundraising ($800,000).



CUNA Mutual Group

• United States
• Financial Services
• 700 & Above Employee

• Director, Corporate Development

  • 2006 - 2008

  • Spearheaded market assessment for CUNA Mutual’s entry into student lending industry. • Conducted strategic review of Broker Dealer network leading to divestiture. • Coordinated development of board packets for quarterly board meetings. • Spearheaded market assessment for CUNA Mutual’s entry into student lending industry. • Conducted strategic review of Broker Dealer network leading to divestiture. • Coordinated development of board packets for quarterly board meetings.



JT Packard

• United States
• Software Development
• 1 - 100 Employee

• Vice President, Markteing & Sales

  • 2003 - 2006

  • Within first year, secured major deals with Delta Airlines and Microsoft, laying foundation for explosive growth from approximately $5M to $70M+ over 3 years. • Scaled sales and marketing organizations to support 300%+ year-over-year growth. • Within first year, secured major deals with Delta Airlines and Microsoft, laying foundation for explosive growth from approximately $5M to $70M+ over 3 years. • Scaled sales and marketing organizations to support 300%+ year-over-year growth.

• Vice President, IRA Services

  • 1998 - 2003

  • Oversaw all aspects of IRA Services division including operations, finance, marketing, and sales. • Successfully managed design and implementation of multimillion-dollar software, tripling EBITDA for business. • Oversaw all aspects of IRA Services division including operations, finance, marketing, and sales. • Successfully managed design and implementation of multimillion-dollar software, tripling EBITDA for business.



Capgemini

• India
• Information Services
• 1 - 100 Employee

• Practice Leader

  • 1992 - 1998

  • Served as co-leader of the Sales & Marketing Center of Excellence, • Sold and managed client engagements for the formulation, development, and implementation of business strategies. • Served as co-leader of the Sales & Marketing Center of Excellence, • Sold and managed client engagements for the formulation, development, and implementation of business strategies.