- Providing full-spectrum, universal banking advisory to small- and mid-sized businesses.
- Advisory scope includes commercial banking, investment banking and wealth consulting.

- Re-branding and re-positioning the firm as a one-stop solution provider to small- and medium-sized businesses using an integrated consulting, investment banking and human capital approach.

- Played key role in utilizing e-commerce techniques to source opportunities in lower middle-market investment banking.
- Led sourcing and executed three middle-market sell-side M&A engagements.
- Conducted well-timed second management presentation to strategic buyer undergoing major reorganization. New leadership submitted an updated LOI with 22% higher cash-at-close at 10% premium valuation.

- Prepared marketing materials, projections and valuation model; and launched wide-scoped capital raising process.
- Led structuring and negotiation of growth equity investment from large, multinational strategic investor.
- Played key role in structuring partnerships with firms such as Liquor.com, and streamlined management reporting.

- Led execution of several M&A and capital raising engagements.
- Developed over 125 investor relationships with focus on family offices.
- Educated investors on industry before process launch for transaction in nascent energy efficiency services sector. Investor comfort with industry led to multiple interested parties through the deal process.

- Played pivotal role in origination and execution processes, typically as second-in-command to senior officers.
- Led junior teams’ execution efforts in several wide-scoped processes involving 150-200 strategic and financial investors.
- Worked closely with management team of client - that grew primarily through acquisitions - on a wide-scoped project to measure organic growth beyond acquisitions. Analysis led to two financial buyers remaining in the process until final round.

- Private equity in industrial and business services for companies with revenues between $20M - $250M.

- Investment banking focused on industrial and business services sectors.