About the Managing Partner
CEO and CFO
Leadership operating role managing a portfolio of Civic Tech brands, catering specifically to political and non-profit clients. Completed acquisition, restructured balance sheet, significantly reduced tech debt, spearheaded talent upgrades, and launched new brand to mitigate seasonality.
Managing Partner
Private investment firm. Focused on identifying companies with cashflow of +US$1.5M and revenues between US$5MM and $50MM to enable a potential acquisition. Focused on larger businesses throughout the U.S.
Director / VP
Elite boutique investment bank based out Washington, D.C. focused on mergers and acquisitions catering to multinationals and privately held firms. Advised on +30 transactions and closed on a total of US$3 billion in aggregate enterprise value
Other Experience
Pricewaterhouse Coopers (Audit & Consulting); Heladagen (start-up entrepreneurship)
Education
MBA, B.A. Finance & Accounting
A more intimate note....
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I bring a unique blend of operational, investing, and investment banking experience. Most recently served as the CEO of LK MShare, a portfolio of Civic communications brands (see mudshare and SendNexus) that offered the compliance and the delivery of marketing communications for political and non-profit clients. Through my tenure, I led the acquisition and the initial operating stages, collaborating with the former owner to ensure the business was profitable and positioned for success, in spite of the cyclicality and dependency on political clients.
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Prior to Angular, I also co-led Lionfield Capital representing a syndicate of private equity, family offices, and other high-net worth individuals. Through my tenure, we built a comprehensive and effective deal-sourcing machine, and was able to identifiy dozens of high-quality proprietary and brokered opportunities, which successfully culminated on an acquisition.
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In addition to my recent operating and investing experience, I also have robust expertise in investment banking advising leaders of large multinationals and small family-owned companies on designing and executing growth strategies, primarily through mergers and acquisitions.
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Through my work, I’ve advised large multinational companies such as Tyco, Airxcel, Coca-Cola Bottlers, and Cemex across a variety of industries ranging from healthcare, to mining, to security, to salty snacks. Working with CEOs, CFOs and Corporate Development VPs on incredibly complex situations has given me exposure into innovative solutions for a wide breadth of business challenges, as well as a perspective into common pitfalls to avoid.
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Although working with sophisticated executives at multinationals was incredibly educational, I was most inspired when I worked for the self-made families and founders who managed ‘tiny-but-mighty’ enterprises. I am often impressed by the transformational impact these companies have on local communities, as well as the personal impact on its employees. Working with many family owners through successions and transitions as they retire into their golden years, I deeply understand the importance of continuing the owner’s legacy by building upon company strengths and caring for employees in the long-run.
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I launched Angular Partners driven by a strong desire of ‘being in the. movie, not just watching the movie’ and knowing that I can have a greater impact on this world managing and growing small-medium enterprises than doing anything else. I seek to inspire and lead others by example, and aspire to bring my experience, and my character to businesses where I can add-value.
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Florida is home. After 12 years of living in Washington, D.C., years ago I made the genius decision to relocate to South FL to be closer to family and grow my own, which is something I have been excelling at (3 kids in 5 years, sigh….). I have a five-year-old son, a 3-year-old daughter, and a 5-month old daughter and a rockstar wife who keeps me on my toes.
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As a proud immigrant American I have been blessed with the opportunity to build a professional career in this extraordinary country where hard work pays off. However, as much as I value grit and perseverance, I value humility and integrity even more. In striking difference to my role as an investment banker, I previously served as a permanent missionary (1-year) and volunteered and lived (5-months) at a center for orphaned and victimized infants.
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These experiences shaped my life and the way I conduct myself personally and professionally. I strive to always lead with integrity and empower others to be successful.