I do my best work turning ambiguity into specificity at the intersection of technology and business as a trusted advisor to some of the world's leading growth equity/private equity firms and strategic investors. I also advise, support, and invest in early-stage companies.
12+ years of professional experience spanning entrepreneurship, tech/digital strategy, venture capital, product strategy, marketing/business development, operations, private equity advisory/M&A, management consulting.

Currently applying my skills at West Monroe to help private equity firms and strategic buyers intelligently invest in, operate, and exit businesses. This spans strategy, operations, diligence, and post-close value creation.

My background is in entrepreneurship and venture capital, a skill set I leveraged to launch WM's Sell-Side Advisory (Quality of Technology™) group guiding management teams through late-stage capital raises and exit processes. Our advised transactions include a fintech unicorn exiting via SPAC, a strategic-led recapitalization of a market-defining tech-enabled services company, some of the largest sponsor-to-sponsor transactions of the last 2.5 years (including several high profile buyouts in vertical SaaS, edtech and logistics), and numerous middle-market TMT deals.

Personally, I have advised on ~$50B of transactions, including several multi-billion dollar transactions across both buy-side and sell-side, and been a part of or advisor to 100+ venture, growth equity, and private equity transactions ranging from pre-seed through buyout.

Diverse industry expertise, with a focus on technology companies (emerging/advanced technology, B2B SaaS, consumer tech) and sports/media/entertainment.

Want to learn more or just have a conversation? Shoot me an email and let's chat.

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Skills Include:
Due Diligence | Private Equity | Venture Capital | Portfolio Operations & Value Creation | M&A | Digital | Go-to-Market | Product Management | Strategy | Post-Merger Integration | Technology | New Ventures | Entrepreneurship | Corporate Development | Angel Investing