I’m a director at PMCF Investment Banking and co-lead PMCF’s business services and technology team. With more than 15 years of experience advising clients with their buy- and sell-side M&A transactions, leveraged buyouts, and the placement of senior and subordinated debt, I have extensive experience across multiple segments, including human capital management, advertising, facilities management services, managed services, and business process outsourcing. Beyond services providers, I’ve represented electrical contractors, value-added resellers, and product manufacturers.
Prior to joining PMCF as an analyst, I worked as a consultant at UHY Advisors, a middle-market focused accounting firm, providing litigation consulting and valuation services. I’ve authored numerous human capital management M&A industry publications, sharing insight into various investment banking topics within the sector.
I earned a B.B.A. with high distinction with an emphasis in finance and accounting from the Stephen M. Ross School of Business at the University of Michigan. I’m also a licensed securities representative, holding Series 7 and 63 registrations, as well as a Chartered Financial Analyst.
