The Present

I am an M&A investment banker. I would tell you where I work, but due to FINRA regulations, I can not do that on my website. Seriously. If you want to learn where I work, just check out my LinkedIn page. That’s been approved. Anyway, I advise business owners in the sale of their companies or in the acquisition of other companies. My focus is selling middle market companies (approximately $10 million to $300 million in annual revenues) or helping larger companies make acquisitions of  middle market companies. I’ve represented buyers and sellers in industries including business services, data marketing, distribution, food and drink equipment, marketing services, guarding, cleaning, staffing, and telecommunications.

I focus on marketing and business development. I also advise and consult team members as they prepare materials and execute mandates and he is available as needed to participate in meetings and transaction negotiations.

Business owners, feel free to contact me. I am always happy to sit down with you to discuss your growth or divestiture plans. Contact me at

The Past

I have over 26 years experience, often as a manager, executive, owner, or part owner, in industries ranging from retail to venture capital to consulting to online marketing to waste water processing.  And more.


BS and MBA from DePaul University.

Professional Certifications

Registered Investment Banking Professional (FINRA Series 62, 63, and 79)


I’m the author of M&A For Dummies (Wiley) and Venture Capital 101 (Kindle Direct Publishing) and I periodically write columns, articles, and other sundry bits of fun. I used to write about venture capital and early stage entrepreneurship, but I’ve moved on to bigger and better things.