Experience
Splash 4 Partners
Finance
Co-founder & Principal
1/2014 - Present
Private equity fundless sponsor looking for control and non-control investments primarily in the following industries: healthcare, wellness, fitness; consumer products and services, education, training, and compliance; and technology-enabled business services.
PE | PRIMER, LLC
Finance
Senior Lecturer
9/2014 - 1/2015
Education company whose mission is to educate business owners on private equity and the capital raising process so they can make the most informed decisions for themselves and their businesses. I serve as a senior lecturer and content contributor, where I assist in creating the curriculum, writing content (e.g., blog posts), and occasionally lecturing to business owners and/or service providers on private equity.
Harren Equity Partners, LLC
Finance
Vice President
1/2010 - 9/2013
Operationally focused, industry agnostic lower middle market private equity group investing in businesses with $5 million - $25 million in EBITDA. Served as primary executing professional on three person deal teams. Responsible for deal origination, deal execution, portfolio monitoring, and associate hiring. Since leaving Harren, I continue to sit on the Board of Directors of one of my prior portfolio companies (Legal Solutions Holdings, Inc. d/b/a Med-Legal) as an independent director.
MxManage, LLC
Operations
Director & Division CEO
7/2008 - 4/2009
Healthcare decision support software firm serving the long-term care market in the areas of reimbursement optimization and quality care delivery. MxManage was an orphaned, non-core division of a larger company. I was hired to turn it around and grow it or oversee its sale. We were able to grow the customer base over 50% is less than a year. I oversaw the successful sale to a strategic buyer (Resource Systems), which was in turn sold to Cerner Corporation (NASDAQ: CERN) about a year later.
Primus Capital Funds
Finance
Senior Associate / Investment Manager
8/2005 - 7/2008
Lower middle market growth equity and buyout fund focused on control and non-control investments in the following industries: healthcare services and IT, business services and IT, telecommunications, and education. Worked as the junior professional on 2 - 3 person deal teams. I was promoted to a post-MBA role without leaving to get an MBA. I closed five transactions while there, and I sat on one company board and had observations rights on a second portfolio board.