Managing Director
Operating, Advisory and M&A Experience
- 30+ years of banking, commercial finance, investment banking and advisory experience
- Involved in over $400MM of successful financing transaction
- Former Partner of Capital Strategies Group, a boutique investment banking firm
- Founding Partner in Southern Capital Strategies, a corporate crisis management firm
- Former President of Aegis Business Credit, a lower middle market alternative finance company
- Former Vice President of Finance at Equitable Capital Management, a lower middle market private investment firm
- Most recently, Executive Vice President of Cogent Bank leading the Specialty Finance Group
Additional Highlights
- Formal credit training through SunTrust (now Truist) Management Associate Program
- Active member in Association for Corporate growth (ACG)
- Current member and former Board member of the Florida Chapter of the Turnaround Management Association (TMA)
- Former Chairman of Planning and Zoning and former Vice Chairman of Historic Preservation Board for the City of Sanford, Florida
- M.B.A. in Finance from the Crummer Graduate School of Business at Rollins College
- B.A. in Economics from University of Wisconsin‐Madison