Partner & Managing Director

• Jan 2016 - Present

Keystone Capital Markets is a boutique investment bank advising business owners seeking to increase the value of their company, buy or sell a business, or raise growth capital. Our clients typically own established businesses generating $10m-$200m in revenue. Since January 2016, Keystone Capital Markets has grown from 6 to 15 experienced professionals located in Irvine, San Diego, and Salt Lake City. We emphasize internal collaboration, a rigorous methodology, and an unparalleled commitment to clients.

President

• Jul 2021 - Present

Managing Director

• Jan 2014 - Dec 2015

FMV Capital Markets is a full service investment bank providing financial advisory services to middle-market clients seeking to buy a business, sell a business, or raise growth capital. FMV Capital Markets is a full service investment bank providing financial advisory services to middle-market clients seeking to buy a business, sell a business, or raise growth capital.

General Manager, Americas

• 2009 - 2014

The meeco Group is a Swiss financial advisory firm acquiring, developing, and selling renewable energy companies to institutional investors The meeco Group is a Swiss financial advisory firm acquiring, developing, and selling renewable energy companies to institutional investors

Director, Business Development

• 2004 - 2009

Barry-Wehmiller Companies is a $1.6B provider of packaging systems and consulting services to industrial and consumer products companies. Member of divisional deal team identifying, evaluating, negotiating, and integrating acquisitions. Barry-Wehmiller Companies is a $1.6B provider of packaging systems and consulting services to industrial and consumer products companies. Member of divisional deal team identifying, evaluating, negotiating, and integrating acquisitions.

General Manager

• 2002 - 2004

Operating company owned by Aurora Capital (private equity firm) providing packaging systems and technical services to Fortune 500 food, beverage, and other consumer products companies. Led management team in sale of company to Barry-Wehmiller Companies in 2004. Operating company owned by Aurora Capital (private equity firm) providing packaging systems and technical services to Fortune 500 food, beverage, and other consumer products companies. Led management team in sale of company to Barry-Wehmiller Companies in 2004.

President and Board Member

• 1997 - 1999

Kamflex supplies material handling systems to industrial and consumer products companies. Kamflex supplies material handling systems to industrial and consumer products companies.

Business Unit Manager

• 1987 - 1996

FMC was a $4B international supplier of capital equipment, chemicals, and services to industrial and consumer products companies. Its food and beverage machinery businesses were spun off in 2008 as part of the formation of JBT Corporation. Began in Corporate Development Group on projects related to corporate spin-offs, acquisitions, strategic planning, and market/competitive analysis for operating divisions. Subsequently ran various business units advising Fortune 500 food companies on product/process development and providing high-speed technology and operating support to efficiently produce those food products.