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Experience

I specialize in advising clients on industry matters, trends, and ideas to help them grow their businesses. As a member of our private equity leadership team, I assist strategic buyers, private equity firms, and family offices with buy-side and sell-side due diligence. I primarily serve manufacturing and consumer product companies in the middle-market sector that are family-owned, private equity-owned, and foreign-owned.

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Specializes In

I’ve been lucky to do a lot of traveling to faraway places. I’ve been to many countries throughout Europe, China, the British Virgin Islands, numerous Caribbean Islands, the United Arab Emirates, and Kuwait.

Additional Thoughts

IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Vienna Beef CEO Jim Bodman on the cost of compromise
Jim Proppe
Blog February 12, 2019 4 min read
Tax-exempt organizations: How will the “Parking Tax” impact you?
Dori Eggett
Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch