Professional CFO/Controller Services, Capital Services, Business Valuations and Transaction Advisory services (Capital Raise, M&A, recapitalizations)

Active/Current personal equity or debt investments in 11 private technology and healthcare companies

$125 million venture capital & private equity group; 22 direct investments in 3rd fund (technology, healthcare, business services)

Technology, healthcare, and services focused investment bank; start-up of Charlotte office

VC-backed network security software & services company; interim role

9 acquisitions of private middle-market industrial & services companies

Strategy & operations consulting; Atlanta; Beijing; Sydney & Charlotte offices

Family business; import/distribution of antique Chinese furniture

8th Infantry Division, US Army Europe (high-technology services; Airborne/Ranger qualified)

Masters of Business Administration (FY Honors)

Bachelors of Science & Engineering (Civil Engineering & Operations Research; summa cum laude; Phi Beta Kappa)

(2005 – 2023)

Registered Representative with FINRA/SIPC licensed Broker Dealer (Charles Towne Securities, LLC)

NVCA Venture Capital Institute graduate

Pediatric Advanced Therapy (behavioral therapeutic services for children, 8 locations; current), TruPoint Partners (banking compliance SaaS; acquired by Ncontracts 2019), T1V (multi-user large format touchscreens software; advisor), AtoZ Companies (multi-site ecommerce), Medflow (eye care electronic medical record, acquired 2014), Bloodhound Technology (healthcare software, acquired by VRSK 2011), FullScope (ERP software, acquired by EDGW 2010), iLiant (healthcare software & services, acquired by Med3000/Mitsui 2008), Anpath Group (antimicrobial specialty chemicals, ANPG: OB); Biolex Therapeutics (protein-based biologics, acquired by Synthon 2012), Angiogen (oncology therapeutics), Integrian (video hardware, acquired by Catalyst 2008), LKN Economic Development Corp. Ada Jenkins Center; 911 Emergency Dispatch Center.