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: CollectorSolutions (Chief Operating Officer), JetPay (President Government), NCR (President Government), ACI Worldwide (Head Government)
Investment Banking: Morgan Keegan (VP), Legacy Securities (Managing Director/President)
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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