- Self motivated, client centered, and Confidential aware professional.
- Experienced and trusted business counselor.
- Active Confidential leader and advocate.
Principal, Baltimore, Maryland
- $10.2 million financing and related real estate acquisition in connection with sixty - four unit multi-family housing development
- $7.5 million financing and related real estate acquisition in connection with fifty unit multi-family housing development
- $5.5 million leveraged purchase of staffing services division of publicly traded company. Successful negotiation among lead management, seller, outside investors, commercial lenders, and other related parties to structure acquisition and related equity, mezzanine and commercial debt financings
- $1.6 million acquisition and related financing - home health care company
- $1.0 million private equity placement and related commercial financing - cloud based employer-employee services
- Successful negotiation and closure of multiple purchases or sales of companies in various industries, including, early childhood education, construction, restaurant, and professional services. Varying transaction sizes typically exceeding $1.0 million
Adjunct Faculty, Baltimore, Maryland
- Successful roll up, consolidation and sale of multiple, independent computer hardware and software services companies.
- $1.5+ million sale of pharmaceutical company to public company. Successful negotiation among discordant shareholders, primary intellectual property owner, and related parties
- $28+ million acquisition and commercial development financing
- $26+ million initial public offering
- Twenty-five unit, multi state acquisition - franchised restaurant industry
Senior Associate, Baltimore/Washington, DC
- Commercial bank formation and regulatory approval, related private placement financing
- Interstate acquisition of distressed financial institutions
President and Board Member
- facilitates recreational, educational, artistic, and leisure activities for over 3,5000 registrant families.