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Broker Biography
Introduction
I am a Vice President of Mergers and Acquisitions. I advise privately held business owners through the successful sale of their company.
My approach combines institutional-quality M&A execution with personalized advisory services tailored to owner-operated businesses. From valuation and positioning through buyer outreach, negotiations, due diligence, and closing, I manage every aspect of the transaction process while maintaining strict confidentiality and a focus on maximizing shareholder value.
I have experience working with founder-owned companies across a diverse range of industries, including manufacturing, construction, industrial services, healthcare, distribution, business services, and energy.
Services Provided
I provide comprehensive sell-side M&A advisory services for privately held businesses across a wide range of industries. My services are designed to help business owners maximize value while navigating every stage of the transaction process.
Services include:
Business valuation and value enhancement analysis
Exit planning and transaction strategy
Confidential Information Memorandum (CIM) and marketing material preparation
Financial analysis and normalized EBITDA adjustments
Confidential buyer outreach and targeted marketing campaigns
Strategic, private equity, family office, and independent sponsor buyer identification
Buyer qualification and NDA management
Letter of Intent (LOI) evaluation and negotiation support
Due diligence coordination and data room management
Purchase agreement support alongside legal and tax advisors
Transaction management through closing
I specialize in representing companies ranging from approximately $1 million to $200 million in enterprise value, with experience across construction, manufacturing, industrial services, healthcare, business services, distribution, energy, and other lower middle market sectors.
Areas Served
I am a Vice President of Mergers and Acquisitions. I advise privately held business owners through the successful sale of their company. My approach combines institutional-quality M&A execution with personalized advisory services tailored to owner-operated businesses. From valuation and positioning through buyer outreach, negotiations, due diligence, and closing, I manage every aspect of the transaction process while maintaining strict confidentiality and a focus on maximizing shareholder value. I have experience working with founder-owned companies across a diverse range of industries, including manufacturing, construction, industrial services, healthcare, distribution, business services, and energy.
