Managing Director & Head of Business Development at P4G Capital Management (2021-01 – Present)
Lower middle market private equity firm ($3-25MM EBITDA) focused on manufacturing, industrial, business services, and aerospace & defense.
- Member of the firm's Investment Committee and senior leadership team; contributed to investment decisions, underwriting, firm strategy, and weekly presentations of actionable opportunities — investment merits, risks, and diligence priorities — at weekly IC meetings.
- Built and led P4G's institutional origination engine: a 14,000+ intermediary network supported by 40+ city visits, 30+ industry conferences, and 600+ senior-level meetings annually; sourced 7,000+ opportunities and generated 100+ IOIs, 50+ LOIs, and six platform investments.
- Sourced and evaluated platform investments; partnered with deal teams on diligence, valuation, structuring, financing, negotiation, and execution.
- Held portfolio-company board seats and partnered with management teams on value creation, add-on M&A, operational transformation, KPI development, growth initiatives, and exit planning.
- Developed thesis-driven sourcing strategies; led market mapping, sector analysis, competitive benchmarking, DealCloud/KPI reporting, and junior-team development.
- Leveraged senior sell-side relationships to drive proprietary sourcing and to secure early access, valuation insight, and preferred-buyer positioning.
- Investments sourced, executed, and/or actively managed include: Prospect (Advanced aerospace composites & metallics), McCay Tool (Precision aerospace & defense components), TIGHITCO (Advanced composites for aerospace & industrial), Lake Air Products (Contract manufacturer, Fortune 1000 clients), Sunnen (Global leader in honing & finishing systems), Certified Aviation Services (Aircraft MRO, commercial & cargo airlines)
Principal at Clearview Capital (2017-01 – 2021-01)
Leading lower middle market private equity firm; $2B+ AUM, 150+ completed transactions; seven-time Inc. Magazine "founder-friendly" honoree.
- Originated and executed platform investments including Capitol Imaging Services ($100MM+), The Bar Code Group ($85MM+), and Next Net Media ($100MM+); advanced opportunities from sourcing through diligence, structuring, financing, and closing.
- Helped shape the firm's investment strategy, sector priorities, and value-creation frameworks; evaluated opportunities and partnered with deal teams and management teams.
- Key member of the firm's industry-leading origination team, sourcing 1,700+ opportunities annually through direct outreach, city visits, and industry conferences; helped shape sector priorities and value-creation frameworks.
Business Development at Trivest Partners (2015-01 – 2017-01)
Multi-strategy lower middle market private equity firm partnering with founder- and family-owned businesses.
- Built and managed a 9,000+ deal referral-source network and proprietary sourcing engine, including 10,000+ outbound calls annually, city visits, conferences, webinars, intermediary programs, and branded marketing.
- Originated Enviro Waste Services, a leading provider of sewer and stormwater system services in the U.S.
- Developed the Trivest Executive Network, engaging C-level talent for portfolio companies and senior operators to vet investment theses.
- Negotiated IOIs and LOIs; built deal summaries, scorecards, financial models, and IC materials; supported diligence and closings.
Managing Partner – Investment Team at JVT Capital (2013-01 – 2015-01)
Independent sponsor sourcing, underwriting, structuring, and acquiring lower middle market companies with $2-8MM EBITDA.
- Applied institutional investment discipline across sourcing, underwriting, structuring, and acquisition execution.
Managing Director – Investment Team at Bradford Equities Management (2002-01 – 2013-01)
Private equity firm founded with Bessemer Trust; 150+ acquisitions across diverse industries.
- Led sourcing, underwriting, negotiation, financing, execution, and value creation for five platforms and six add-ons; Investment Committee member and director of 10 portfolio companies, including two as Chairman.
- Partnered with portfolio-company CEOs on strategy, operations, KPI development, add-on M&A, organic growth, and exits; representative investments included TriMark USA, Globe Food Equipment, Alkota Cleaning Systems, Sunbelt Modular, Independent Printing, and Indo-European Foods.
Vice President – Investment Team at River Capital (1998-01 – 2002-01)
Lower middle market private equity firm acquiring established companies with $10-100MM enterprise values.
- Directed the full investment lifecycle for control investments; sourced and closed two platforms, and served on two boards.
- Representative transactions: American Threshold Industries (exited to a Cardinal Health subsidiary) and Tronair (aviation GSE).
Managing Director at KPMG – Corporate Finance Group (1996-01 – 1998-01)
- Led sell-side M&A advisory and leveraged-finance engagements, including the sale of Acer/Excel to Kendle International and physician-group divestitures.
Vice President at GE Capital – Corporate Finance Group (1993-01 – 1996-01)
- Structured and underwrote senior and subordinated acquisition financings for LBOs and recapitalizations, including IVAC / Advanced Medical, Danaher, and AGCO / Deutz-Allis.
