Experience

Strategic Exit Advisors (SEA)

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Nov 2019 - Present

  We help entrepreneurs and family business owners sell their companies to strategic buyers. We serve as trusted advisors, utilizing our extensive transaction and first-hand operational experience. SEA delivers an effective M&A process with senior banker attention, which larger companies enjoy, to our middle market clients. We help entrepreneurs and family business owners sell their companies to strategic buyers. We serve as trusted advisors, utilizing our extensive transaction and first-hand operational experience. SEA delivers an effective M&A process with senior banker attention, which larger companies enjoy, to our middle market clients.



Integrated Capital and Consulting

• Business Consulting and Services

• President

  • Apr 2016 - Present

  I help clients identify and execute financial, operational, business development and transaction priorities. I help clients identify and execute financial, operational, business development and transaction priorities.



Relay Network

• United States
• Software Development
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2018 - Sep 2020

  Managed the financial planning and analysis operations, investor reporting and business forecasting at this high-growth technology company. Collaborated with CEO and senior leadership in sales, operations, marketing, technology to optimize results. Participated in $30 million equity raise from a leading private equity firm, as a member of the company's leadership team. Relay's Customer Feed provides enterprises with the most effective way to engage customers in critical communication. Over 35 million client customers use the Relay platform. Relay’s solutions deliver exceptional ROI for companies in every major industry, including financial services, healthcare, insurance, energy, travel and telecom. Show less



Commercial Solar Developer and EPC

• Greater Philadelphia Area

• Chief Financial Officer

  • Jun 2012 - Apr 2016

  Raised capital, structured deals and teamed across the organization to develop, finance and build solar and natural gas-fueled energy projects for companies and non-profits. Collaborated with development team to win projects and worked with engineering and operational teams to drive project development and execution. Drafted and negotiated all commercial documents (PPAs, EPCs, vendor agreements, LOIs, etc.) and managed litigation. Raised capital, structured deals and teamed across the organization to develop, finance and build solar and natural gas-fueled energy projects for companies and non-profits. Collaborated with development team to win projects and worked with engineering and operational teams to drive project development and execution. Drafted and negotiated all commercial documents (PPAs, EPCs, vendor agreements, LOIs, etc.) and managed litigation.



Weston Solutions, Inc.

• United States
• Environmental Services
• 700 & Above Employee

• Treasurer and Director of Capital Markets

  • Mar 2010 - Jun 2012

  Weston is a 2,000 employee company that integrates sustainable solutions in environmental, engineering, energy, real estate redevelopment and construction projects. • Developed investment approach and financing strategies to drive Weston’s real estate, energy and water resources development and in raising third party capital to fund projects • Performed corporate cash flow reviews to analyze and forecast operations, investments, financing, working capital, ESOP ownership requirements • Led refinance and amendments of Weston’s credit facilities • Lead role in project development, structuring, negotiation with eight geographic project teams and with senior management, legal, accounting, tax and advisors Show less



Rainwater Management Solutions

• United States
• Construction
• 1 - 100 Employee

• Investor / Advisor / Board Member

  • Feb 2008 - Jun 2011

  RMS sells commercial and residential rainwater harvesting systems that save water, money, energy and the environment. RMS sells commercial and residential rainwater harvesting systems that save water, money, energy and the environment.



Fairmount Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director - Communications Infrastructure / Cleantech and Renewable Energy

  • Sep 2003 - Feb 2010

  Fairmount Partners is an investment bank that advises companies in mergers and acquisitions and capital raises. • Led capital placement and mergers and acquisition transactions for communications infrastructure, business services, manufacturing and renewable energy clients • Originated new client business and drove firm presence at industry events • Closed transactions aggregating several hundred million dollars in exclusive sell-side transactions, targeted buy-side assignments and capital raises for private companies • Served on firm’s management committee Show less



CEA Group

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Vice President

  • May 1999 - Aug 2003

  CEA is an investment bank focused on communications, media and technology • Closed successful cable television, wireless carrier, wireless tower sell-side mandates, capital raises and valuations ranging from $6 million to $1.1 billion in value • Led multiple teams in providing mergers and acquisition and corporate finance services to clients in the cable television, wireless telecommunications and technology industries • Managed and executed client transactions, including new business development, formulating capital markets strategies, company marketing, transaction due diligence and contract negotiation Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Mar 1990 - May 1999

  Commercial Finance / Corporate Finance • Consistently exceeded profitability targets and performance measures, managing a loan portfolio of 26 clients in communications and media industries with $450 million in commitments • Executed and implemented loan syndications, cash management services, trust products and interest rate and foreign currency hedging instruments • Generated highest volume of capital markets fees among 900 client relationship managers at CoreStates Bank from 1996 through 1998 • Completed two-year management training program, comprised of intensive credit training, Analyst positions in corporate lending and operations and Masters-level accounting and corporate finance coursework • Additional industry experience in mortgage banking, equipment leasing, transportation, international trade banking, retail, healthcare, general middle market Show less