Boutique merchant banking consulting, advisory and interim CFO services for companies under $100M in revenue. Advised clients on with respect to financing, term sheets, best practices in financial management. Make principal investments into select corporate opportunities.

Advising privately-held clients on buy and sell side options, working with private equity and mezzanine providers on due diligence services and corporate entities on strategy and integration.

Member of the Deals sales and marketing team charged with developing and disseminating a unified PwC brand for the Deals practice. Deep understanding of PwC Deals practice, its service offerings and value propositions. In charge of working with the client relationship executives to develop M&A ideas that can be brought to their Fortune 500 clients.

Reporting to the CEO, responsible for the profitable management of the Atlanta office with an annual revenue goal of $2M and a staff of 4, growing the business from $0M to $2M in four years in addition to hands-on deal-making including capital infusions structuring, acquisition capital, joint venture alliances, contract negotiations and strategic ventures, financial modeling, capital structure, valuation and corporate strategy.

Co-founded Private Capital Advisory Group growing the unit to $20M in two years. Led investment banking team to identify, originate and execute middle market corporate finance transactions for privately held companies including mergers and acquisitions, capital sourcing and due diligence. Worked with major shareholders to develop liquidity and estate planning strategies and managed the day-to-day activities of investment banking transactions including new business development.

Managed day-to-day activities of investment banking transactions. Generated and presented marketing presentations to potential clients. Prepared, reviewed and approved transaction materials and analyses.