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A Deep Respect for What You’ve Built

You’ve spent years—maybe decades—building more than a business. It’s a community, a team, and a legacy. I recognize the weight of that responsibility. For me, this isn’t just an acquisition—it’s a commitment to stewardship.
My goal is to lead companies with strong foundations and to grow it responsibly. I will be directly involved in daily operations, guiding a company toward sustainable success.

A Unique Background: Investor, Intermediary, and Operator

With 15+ years in the financial services industry, I bring a rare blend of:
  • Investor – Private equity and private credit investing experience.
  • Intermediary – Advised on 30+ M&A transactions totaling over $700 million.
  • Operator – Served as interim CFO in DME and strategic advisor in oil & gas manufacturing.
This broad perspective helps me understand what a business needs—from boardroom strategy to boots-on-the-ground execution.

Proven Transaction and Operational Expertise

Throughout my career, I’ve led and evaluated numerous business transactions across a variety of sectors—including complex and distressed situations—developing a strong understanding of what it takes to preserve and unlock value. My experience includes both strategic advisory and hands-on operational leadership, allowing me to navigate challenging environments, implement thoughtful transitions, and drive long-term growth under a steady and values-driven approach.

Florida Roots. Community Focus.

I’m a proud native Floridian, born in Clearwater and now living in Winter Park with my wife, Mai-Han, and our two children. As a former President of the CFA Society of Orlando, I’m deeply connected to the local business community and passionate about contributing to Florida’s continued growth.

Ready to Talk About the Future of Your Business?

If you’re considering partnership, succession or want to ensure your legacy is preserved, let’s start the conversation.

Schedule a Conversation