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Seeking buy-side or sell-side representations for privately held companies in the lower middle market. Facilitate mergers, acquisitions, divestitures, recapitalizations, financing, and exit/strategic planning. Work with business owners seeking to sell all or part of their companies or, conversely, grow via acquisitions; and management teams or private investors seeking to acquire companies.
Securities licensed/registered investment banker. Geographic focus is Ohio and its contiguous states. Sector focus includes manufacturing, distribution, and B2B services.
Military Experiences
Military Credentials
Professional Development Schools
Individual & Special Skill Schools
Certifications
Mar 1987
Master Parachutist Badge
Oct 1986
Senior Parachutist Badge
Mar 1984
Special Forces Tab
Feb 1973
Jungle Expert Patch
Additional Specialization(s)
1986
18A: Special Forces Officer
Security Clearance
Top Secret
Academic Degrees
Academic Degrees