What I offer
Real growth
End-to-end M&A services.
• Presale Consulting
• Sale & Divestments
• Business Valuation & Opinions
• Quality of Earnings Analysis
• Overall Transaction Analysis
• Capital Raise
• Strategic Advisory Services
• Mergers and Acquisitions
• Corporate Carve Outs
At a transactional or strategic level.
Learn more
What motivates me . . .
I am passionate about providing Investment Banking and M&A Services to middle market clients. At this point in my career my goal is to become a Non Executive Director for private and public corporate Boards.
Send me corporate leaders without a vision . . .
Experiences
Chief Executive & Principal Owner, SGA
Advised on $500 million in M&A, driving acquisitions and divestitures.
• Spearheaded M&A from strategy to integration, analyzing financials and crafting forecasts for SEC/GAAP compliance.
• Raised valuations 15% via rigorous due diligence, ensuring fairness and parent returns.
Managing Director, LockeBridge Capital Partners
Led $75 million in tech/pharma M&A, mastering financial and operational analysis.
• Advised boards on M&A, consolidating plans for 20% market gains with fair pricing.
• Strengthened governance, aligning M&A with audit risk/control standards.
Interim CFO, AKA Assoc.
Directed financial strategy, integrating M&A with robust controls.
• Oversaw merger, doubling market reach, analyzing financials, and consolidating reports for $100 million in value.
• Aligned reporting to audit committee standards for M&A decisions.
Global Managing Partner, M&A Services, IBM Corporation
Built a $4 billion M&A practice across 170 countries, excelling in financial scrutiny.
• Shaped a $17 billion deal governance
• Led multi-billion-dollar M&A, driving value with audit-level rigor.
• Managed $500 million corporate VC fund, enhancing portfolio growth and risk-adjusted returns.
Strategic Solutions, Inc. | Managing Partner & Founder
Founded M&A firm, sold to IBM, optimizing strategic exit.
• Led M&A mandates, dissecting data and crafting strategies for maximizing revenue growth through executing sell side mandates.
Past and present highlights . . .
Two oldies but goodies: Doubled the size of an oil refinery business in 9 months by implementing an aggressive acquisition plan to consolidate market share.
Managed the largest Financial Services acquisition $17B in decades.
Present: I am working on two private co sell side mandates
Crowning achievement:
I managed a workforce of 3,500 people across 170 countries and built a $4B business for my employer.
