Lead deal originations / new business development coverage for the NYC area and Florida for the M&A division.

The M&A division focuses on payment technology, FX, and escrow services for M&A deals and shareholder representative services for selling shareholder groups.

Engaged as independent M&A advisor in the sale of an automotive digital advertising company to PE-backed strategic acquirer in the $15-$25mm range; closed in late 2018.

Worked with my clients daily in all related aspects of selling the company from start to finish.

Led transaction execution for senior debt financing alongside PE buyouts (investment side ranging from $10-$150MM).

THL Credit is an alternative asset manager with $16bn+ AUM. It was formed as the credit affiliate of Thomas H. Lee Partners L.P., one of the world’s oldest and most experienced private equity firms.

Investment professional focused on new deal/investment execution and portfolio company management

Balance Point Capital ("BPC") is a hybrid private equity and private debt investment fund manager. BPC has made over 80 investments in middle-market companies through five distinct investment vehicles. BPC's approach invests across the capital structure

Investment banking focused on both Mergers & Acquisitions product group as well as Industrials and regional coverage (ECM, DCM, M&A, Activism Defense across Autos and Auto Tech, Metals & Mining, Capital Equipment, Diversified Industrials)

Citi Global Investment Banking focused on mergers and acquisitions (primarily buyside advisory) and advisory work on high yield debt and equity transactions (IPO/follow-ons). Deals ranged from $200 million to $20+ billion.

Worked with an $850mm portfolio of middle market businesses focused on providing JPM debt solutions as a comprehensive solution (senior and uni term loans and revolvers, acquisitions / LBO financing, debt capital markets, and treasury security products).
Industry agnostic, regionally focused in the southwest.