Experience
• Controlling or minority investor in multiple lower middle-market businesses including logistics, consumer products, business services, consumer services and retail.
www.integriscapitalpartners.com
• Identified key areas of value and risk in acquisition candidates.
• Took on operating role as CFO for portfolio company in the logistics space. Developed strategy, executed targeted acquisitions and grew revenue approximately 135% in two years while improving profitability more than fivefold. Structured creative exit transaction resulting in 5x return.
Director, Investment Banking (Jan 2007 to June 2007)
SVP, Principal Investments (Jan 2005 to Jan 2007)
VP, Investment Banking (June 2003 to Jan 2005)
AVP, Investment Banking (Jan 2002 to June 2003)
Associate, Investment Banking (Aug 2001 to Dec 2001)
• Handled all aspects of M&A and capital raising transactions.
• Senior investment professional within merchant banking group.
• Conducted extensive industry research and developed comprehensive new business pitches.