[ Management consultant ]

Proven growth for global businesses

I’m a management consultant passionate about optimizing, defending and perpetuating enterprise value. I develop and implement field-tested methods that, ultimately, drive your company’s growth.

Pre-M&A optimization

Whether it’s launching new products, entering new markets, reversing revenue declines, or preparing for a successful exit, I’ve been there. Growth is a team effort – let’s maximize your value.

  • Position your business for exponential growth through an in-depth assessment of people, products, and processes
  • Growth financing and recapitalization services through Oberon Securities

  • Identify expansion opportunities
  • Optimize revenue streams and proftit margins
  • Forge strategic partnerships
  • Refine organizational strategies and systems

  • Prioritize activities that drive growth, profitability, and high exit multiples
  • Collaborate closely with your team to maximize valuation
  • Identify value gaps and transferability obstacles
  • Develop strategies to enhance marketability
  • Effectively plan and position for improved outcomes with both strategic and financial buyers
  • Ensure that a recapitalization, capital raise, or exit is optimized for your success

M&A

As a licensed investment banker with Oberon Securities, I offer both buy-side and sell-side M&A advisory services to middle-market business owners looking to grow through acquisition or planning a sale or liquidity event.

Sell-side

Maximizing value

My deep experience in the data, insights, and analytics sector means I understand what it takes to maximize a company’s value through a full or partial exit. I can easily identify synergies between buyers and sellers, allowing me to create competitive processes that maximize your company’s valuation. And I’m able to market and position companies for sale more quickly because I fully understand your company and your industry.

Targeted buyer identification

Through my proprietary, global database of strategic buyers, private equity funds, and family offices, along with Oberon’s research-driven methodology, I find the right buyers—financial or strategic, anywhere in the world—who are ready to make timely offers. This focused approach drives a competitive bidding process, resulting in higher valuations and attractive terms.

Buy-side

Advisory for strategic acquisitions

I offer buy-side services for businesses seeking to grow through acquisitions. From identifying potential targets to managing due diligence and final negotiations, my 25+ years in marketing technology and services positions me as a trusted partner for companies aiming to expand through acquisition.