Lead M&A activities for $1.5B, publicly-traded holding company, including (i) platform acquisitions; (ii) synergistic add-ons for existing portfolio of 30 manufacturing and value-added distribution businesses; (iii) divestitures; and (iv) integration planning and synergy capture post-transaction.

Structure and lead project efforts to enhance strategic objectives, growth, and profitability for existing business segments.

Drive overall holding company strategic objectives.

Lead M&A activities for $1.5B, publicly-traded holding company, including (i) platform acquisitions; (ii) synergistic add-ons for existing portfolio of 30 manufacturing and value-added distribution businesses; (iii) divestitures; and (iv) integration planning and synergy capture post-transaction.

Structure and lead project efforts to enhance strategic objectives, growth, and profitability for existing business segments.

Drive overall holding company strategic objectives.

Private equity firm focused on majority control, long-term investments in $2.0-$10.0 million EBITDA companies across a variety of industries. Sourced, evaluated, structured, and managed investments for the firm alongside Managing Partner and Operating Partner. Identified and evaluated over 1,000 prospective investments. Led all due diligence, sourcing, and marketing and heavily involved in portfolio, including capital structuring, c-level hiring, sale processes, and board membership.

Middle market investment bank focused on mergers, acquisitions, leveraged buyouts, and private capital raises for $50 million to $500 million enterprise value companies. Executed M&A transactions and competed for prospective investment banking mandates. Worked on over 30 live transactions and led the firm's Private Capital Solutions Group alongside Managing Director. Achieved highest Analyst recognition in both years with the firm.