Managing Director
M&A Experience
- Led or co-led more than 100 corporate finance or investment banking transactions including company sales, capital placements and complex debt financin
- Active in Florida business banking community since starting with Sun Bank (now Truist Bank) in 1979
- Experienced investment banker since starting career with Allen C. Ewing & Company in 1991
- Founded and was Managing Partner of Capital Strategies Group, a lower-middle market M & A firm in 1993
- Owned and was Managing Partner and Supervising Principal of CS Capital Strategies Financial Group, a full-service retail broker-dealer and investment banking firm
Additional Highlights
- Founding member of the Orlando Chapter of the Association for Corporate Growth (ACG), and President of the Chapter 2013
- Board member and President of the Board of the Edgewood Children’s Ranch (www.edgewoodranch.com), a place that provides at-risk children and their families a safe environment to change behaviors and the course of their lives
- Co-Founder and President of the Edgewood Ranch Endowment, Inc. an endowment solely focused on the long-term operating needs of the Edgewood Children’s Ranch
- Part-owner and Manager of two restaurants in Nashville, Tennessee which later sold to Tony Roma’s
- Graduate of Miami University in Oxford, Ohio