• Served as a Managing Director of M&A Advisory Services within Business Advisory Services, a national advisory team within Wells Fargo dedicated to the unique needs of entrepreneurs and the shareholders of privately-owned middle market companies
• Prepared clients for succession planning and / or sale to strategic or private equity buyers
• Executed sell-side M&A advisory engagements to achieve valuation and liquidity objectives of selling shareholders

Provided transaction execution and advisory services to a wide variety of middle market clients.. Lead day-to-day transaction execution, deal marketing and due diligence activities. Negotiated with potential buyers and coordinate working group interactions. Formulated positioning strategies to attract potential buyers and maximize transaction value. Developed compelling management presentations and detailed information memoranda. Performed due diligence, management interviews.