I’m a managing director and co-lead of PMCF Investment Banking’s industrials investment banking practice. I specialize in providing investment banking services, including sell-side and buy-side advisory, capital raising, and transaction readiness planning. My client base is composed primarily of family-owned, middle-market business owners and private equity firms, as well as publicly listed companies.
I advise my clients through transactions that are arguably the most important and largest capital events of their lives. Therefore, I understand the weight of the process, and I’m honored to be a trusted advisor who helps them explore all their options and ultimately lead a process that achieves their sale objectives.
I’m often asked to speak at conferences and industry events regarding merger and acquisition (M&A) market trends and exit planning. Some recent examples include Entrepreneurs’ Organization Columbus quarterly conference, tED Magazine, The Entrepreneurship Institute, and ACG InterGrowth.
Several of my transactions have received coveted industry awards, including M&A Advisor’s Industrials Deal of the Year, Corporate/Strategic Deal of the Year, Corporate/Strategic Acquisition of the Year, and M&A Deal of the Year, and Private Equity Deal of the Year by M&A Atlas.
I earned a B.B.A. with an emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan and an M.B.A. with distinction from the Kellogg School of Management at Northwestern University. I hold Series 7, 63, and 24 registrations, and am a member of the Association for Corporate Growth’s Detroit chapter. Within my community, I’m actively involved in the Evans Scholars Foundation by serving as a career mentor for high school and college students seeking career advice and guidance.
Outside of work, I spend time with my wife, two kids, and our dog. My family loves to travel and I’m especially passionate about coaching my son’s and daughter’s various sports teams. Additionally, I love to golf and am always tweaking something to improve my game — it doesn’t always work.
