Effectively implemented the long-term investment strategy of a bank holding company formed in 2009 by leading entrepreneurs, banking executives, and institutional investors to acquire, recapitalize, and consolidate community banks in the Carolinas and Virginia.

Provided comprehensive financial valuation services (including building a customized financing transaction and projections model as well as preparing related prospectus materials and fundraising documents) to support the capital raise efforts and forecasting / budgeting process for Advantage Insurance Holdings.

Provided financial advisory and investment management services for an integrated platform specializing in mergers and acquisitions as well as principal investing of mezzanine capital for middle market businesses seeking a sale, ownership transition, or outside investment.