Helping business owners sell more valuable companies.
Strategic and financial advisory for privately held businesses navigating growth, performance improvement, acquisitions and eventual exit.
The decisions that create enterprise value rarely fit neatly into one functional box.
I work directly with owners and leadership teams on the strategic, financial and transaction decisions that have an outsized impact on enterprise value—from improving performance and evaluating growth opportunities to acquisitions, capital decisions and preparing a business for eventual sale.
Senior-level advisory for the decisions that shape enterprise value.
VALUE CREATION
Identify the handful of strategic, financial and operational initiatives that can materially increase enterprise value.
M&A ADVISORY
Evaluate acquisitions, divestitures and strategic alternatives, including valuation, diligence, deal structure and negotiation.
EXIT READINESS
Assess what drives—or discounts—business value and build a roadmap to make the company more transferable and attractive to buyers.
Situations I’ve worked through. Results I’ve delivered.
Operator Perspective
Owned and operated businesses across hospitality, financial services, distribution and home services. Direct P&L responsibility across strategy, pricing, sales, marketing, people and operations.
M&A Experience
Advised owners and investors on acquisitions and exits, including valuation, diligence, structuring and negotiation. Supported $2B+ of transaction activity.
Value Creation
Worked with leadership teams to diagnose performance issues, identify value drivers and translate strategic priorities into measurable initiatives.
25+ years across strategy, transactions and operations. One focus: creating value.
Have a consequential business decision in front of you?
Whether you’re trying to improve performance, evaluate an acquisition, prepare for a future transaction or simply determine what should come next, let’s talk.