We’re a team of professionals with outstanding investment track records and years of private equity, strategy consulting, investment banking and operating experience. Our goal is to help small and middle market leaders reach the next level by working with our management teams to develop and execute sensible but visionary long-term strategies. We are focused on building great companies that can compete and thrive in today’s global economy as well as easily adjust and react with inevitable changes to market conditions. As VP of M&A, responsibilities are to source, evaluate, and negotiate investment opportunities to ensure maximum and continuous business growth. Direct due diligence, QoE, and negotiations processes to ensure a quality transaction. Plan and manage integration of vertical acquisitions to reduce employee, client, and vendor disruptions during post transaction management changes. Identify and project manage system integrations to maximize business optimization opportunities. Establish and maintain robust relationships with brokers, investment bankers, and principals. Served as consultant on portfolio holdings to achieve desired results and increase performance prior to being appointed as the day-to-day CFO of, Second Catalyst held, Lincoln Healthcare.
