Partner, Investment Banking

• Sep 2018 - Present

Morgan Kingston Advisors (“Morgan Kingston” or “MKA”) is a boutique investment bank headquartered in Austin, Texas with relationships that span nationwide. We are focused on supporting middle market companies and their stakeholders with particular expertise in the consumer, restaurant, retail, healthcare, business services and technology sectors. Our firm was established on four core principles: transparency, comprehensiveness, efficiency and thoughtfulness. We believe in putting our clients first, by offering critical and unbiased advice, and leveraging results-driven, seamless transaction processes. Our commitment to middle market companies and their stakeholders stems from over 40 years of combined experience in mergers and acquisitions, sales and divestitures, debt and equity capital raises, financial restructuring and strategic advisory services. Registered Investment Banking Agent with Series 63 and 79 licenses. Securities-related services offered by an unaffiliated entity, M&A Securities Group, Inc., member FINRA/SIPC. Any third-party posts linked to this profile should not be considered to represent my views, the views of Morgan Kingston Advisors, or the views of M&A Securities Group, Inc. www.morgankingston.com Show less

Director

• May 2014 - Sep 2018

Executed middle market transactions, including buy-side and sell-side M&A, debt and equity raises, financial restructuring, strategic advisory and principal investing. Industry coverage: restaurants Executed middle market transactions, including buy-side and sell-side M&A, debt and equity raises, financial restructuring, strategic advisory and principal investing. Industry coverage: restaurants

Partner / Co-Founder / Investor

• Feb 2009 - Feb 2018

Nationwide promotional modeling agency specializing in event staffing. Nationwide promotional modeling agency specializing in event staffing.

Investment Banking Associate

• Oct 2012 - May 2014

Executed middle market transactions, including buy-side and sell-side M&A, private placements of debt and equity, financial restructuring, valuations and strategic advisory. Industry coverage: business services, technology, healthcare, industrials, consumer retail/products, chemicals, aerospace/defense, agriculture and financial services. Executed middle market transactions, including buy-side and sell-side M&A, private placements of debt and equity, financial restructuring, valuations and strategic advisory. Industry coverage: business services, technology, healthcare, industrials, consumer retail/products, chemicals, aerospace/defense, agriculture and financial services.

Global M&A / Business Development Analyst

• Apr 2008 - Mar 2009

Executed domestic and international acquisitions, divestitures, joint ventures, alliances and equity investments for a $1.5B subsidiary of a Fortune 300 technology company. Executed domestic and international acquisitions, divestitures, joint ventures, alliances and equity investments for a $1.5B subsidiary of a Fortune 300 technology company.

Planning Officer

• Oct 2007 - Apr 2008

Analyst

• Aug 2005 - Sep 2007

Partner / Co-Founder / Investor

• Jan 2003 - Aug 2007