With over a decade of middle-market M&A experience at Seale Associates and as a principal investor, I provide strategic transaction counsel to a limited number of clients. My advisory practice is highly selective—I focus on operating the businesses I acquire and only take on advisory work for trusted relationships where hands-on deal expertise can add material value.
Spent over a decade at Seale Associates, a Washington D.C.-based middle-market M&A advisory firm, where I advised on 30+ transactions totaling over $3 billion in aggregate enterprise value. Worked with Fortune 500 companies including Cemex, Tyco International (now Johnson Controls), Arca Continental, Airxcel, and Coca-Cola bottlers, as well as dozens of family-owned businesses navigating complex strategic decisions.
First Rate Ventures: Comprehensive acquisition strategy development and buy-side execution support for fintech acquisitions.
Unlike traditional advisors, I bring hands-on operating experience from acquiring and running businesses directly. I've been on both sides of the table—as advisor and as principal—which gives unique insight into what actually matters in transactions beyond the financial models.
Representative M&A engagements from 12 years at Seale Associates
My advisory practice is deliberately limited and primarily serves:
Seeking trusted M&A counsel from someone who's been in their shoes.
Navigating complex acquisitions or seeking deal flow guidance.
Preparing for succession or strategic exits.
Carve-outs, spin-offs, or multi-party transactions requiring sophisticated deal execution.
I don't take on broad advisory mandates. My focus is on operating businesses I acquire. I only engage in advisory work for:
If you've been referred to me or are navigating a complex M&A situation, I'm happy to discuss whether it makes sense to work together.