I am focused on two specific practice areas:

Helping businesses rebuild, refocus and optimize so that they can be ready for an exit. 

Many business owners and leaders know they want to exit, but don’t understand what potential buyers are looking for. Together, we will answer the questions...what can I do now to make my business more valuable down the road? Do I have the right team? Have I thought about life after the sale? We will put together a plan to address the shortcomings and get the business prepared for an exit.  I find that for most business owners and leaders, it's hard to see the forest through the trees; let me help.

Helping sell business with an enterprise value below the minimum required by traditional Investment Banks. 

Most middle-market Investment Banks (even the smallest boutiques) focus on businesses with an Enterprise Value of at least $25M, or more likely greater than $75M. What do you do if you have a great business that’s worth less than those minimums and have no idea how to maximize your value or even begin to think about finding the right buyer? Do you try and sell it yourself? Do you hire a “business broker”?

I bring  middle-market banking expertise to smaller businesses. I approach the process the same as a traditional bank, and bring expertise to these smaller businesses that was previously unavailable in the market.

Helping companies shepherd buy-side M&A transactions to close

I help companies bring targeted buy-side transactions to close by providing process leadership and running "point" with the target, your attorneys, your CPA and your executive team.  The opportunity cost of taking an executive team out of their "day jobs" is much higher than you expect.  Let me provide the leadership and structure/negotiate a deal that maximizes the return for you.