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About

Strategic Advisor. Trusted Partner. Proven Experience.

Experience that creates value, clarity, and confidence in every transaction.

Why I Do This

For most business owners, the decision to grow, acquire, or sell isn't just financial — it's personal.

I understand that because I've been there myself. After decades of acquiring, operating, and selling my own companies, I saw how often owners struggled to capture the full value of what they'd built. Deals were rushed, misaligned, or poorly structured — and the difference between a “transaction” and a strategic outcome always came down to experience, not luck.

My purpose is simple: To help business owners make informed, confident decisions that maximize value, protect legacy, and position their companies for long-term success.

How I Work

My approach is hands-on and relationship-driven — blending financial insight, operational understanding, and strategic perspective.

I become part of your inner circle, working alongside ownership and management to:

  • Define clear objectives and priorities
  • Develop actionable strategies for growth, acquisition, or exit
  • Guide negotiations, valuation, and deal structure with precision
  • Ensure confidentiality and integrity at every stage

Every engagement begins with a conversation — not a presentation. I listen first, advise second, and execute with discipline.

What I Deliver

I provide strategic and transaction advisory services for business owners, investors, and management teams — specializing in:

  • Strategic Advisory — Growth planning, roll-ups, and exit readiness
  • Mergers & Acquisitions (M&A) — Buy-side, sell-side, and deal structuring
  • Private Capital Access — Regulation D offerings and recapitalization strategies

Each engagement is built on three principles:

Clarity - Define the right path before taking the first step.

Discipline - Apply structure and precision to every stage.

Integrity - Protect client interests above all else.

Professional Background

With over 40 years in corporate development and private enterprise, I've led and completed transactions across industries including manufacturing, technology, professional services, healthcare, and distribution — with deal sizes ranging from $500K to over $50 million.

I've served as:

This experience extends beyond advisory — it's grounded in ownership, accountability, and firsthand risk.

A Trusted Perspective

Success in business transitions isn't about speed or size — it's about strategy, timing, and alignment.

I provide the seasoned perspective that only comes from living the process — not just advising on it.

40 years of experience

Hundred plus in completed transactions

Multi-industry expertise

Confidential Consultation

Every major business decision starts with a strategic conversation.

Let's discuss your goals for growth, acquisition, or exit — confidentially, professionally, and without pressure.