Operating Partner, Private Equity Investor & Board Leader I help founders and sponsors navigate the world of private equity: inclusive of deal sourcing / underwriting / deal structuring / capital sourcing; and as a PE sponsor myself I help founders and leadership teams grow and scale—by bringing the right mix of capital, strategic insight, and operational support. Since 2010, I’ve focused on private equity investments in the lower middle market, leading and supporting deals in healthcare, industrial services, manufacturing, marine products, software, and more. My work spans deal origination, due diligence, fundraising, and portfolio growth strategies—helping businesses reach their full potential. Book a session with me for help with: ✓ Navigating Private Equity as an independent sponsor ✓ Preparing your company for private equity investment ✓ Selecting the right investment banker / business broker ✓ Navigating M&A, growth capital raises, or divestitures ✓ Building a portfolio growth strategy that works ✓ Understanding the investor’s perspective in a deal ✓ Expanding through strategic acquisitions Experience & Recognition: 🔹 Operating Partner, Trinity Investors – raising capital & serving on two boards currently (have served on over 8 boards total) 🔹 16+ years as a private equity investor in the lower middle market 🔹 Led numerous acquisitions, growth equity rounds, and follow-on capital raises 🔹 Extensive transaction experience including mergers and corporate divestitures 🔹 Sector expertise spanning healthcare, software, manufacturing, and distribution If you’re a new sponsor looking to raise capital or if you're a business owner looking to bring in new funds / sell your business, / take it to the next stage of growth, I’d be happy to share what works—and what to watch out for.