Advisory Services
Mergers/Acquisitions, Capital Raises, Operations
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Trusted Advisor
Trusted Advisor
95%+ of engagements have successfully completed at or above expectations
100+ m&a and capital raising engagements for founder-led businesses in service, technology, payments, hospitality and manufacturing industries
Proven Operator
Proven Operator
Fintech/Payments industry: InfinityCX (President and Co-Founder), ACI Worldwide (Head Government), NCR (President Government), JetPay (President Government), CollectorSolutions (Chief Operating Officer)
Investment Banking: Legacy Securities (Managing Director/President), Morgan Keegan (VP)
Led significant organic growth with prominent clients and through business partnerships
Additional info on the experience of our Advisor is available at LinkedInÂ
Exclusive financial advisor to founder-led businesses in capital raises (private equity and debt), mergers, acquisitions, sales, joint ventures, and operational leadership engagements.
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