In my role leading Aprio Private Equity and Transaction Advisory Services for Aprio, LLP, I assist both private equity and strategic clients in domestic and international merger, acquisition and divestiture transactions.
I serve clients across a wide spectrum of industries including healthcare, technology, manufacturing & distribution, education, retail, hospitality and professional services with transaction sizes from $1 million to $300 million. I advise Private Equity clients in sizes up to $6 billion.
I partner with Private Equity clients to leverage Aprio’s comprehensive suite of advisory, audit, tax, wealth management, and outsourced accounting services to help investors:
Regarding transactions, I develop structures, perform buy-side and sell-side due diligence, provide guidance on closing, post-transaction integration planning and execution.
On average, I oversee 80 transactions annually, servicing $2 billion in Private Equity and strategic transactions (in 2019 alone).
I earned my Bachelor of Science in Accounting from the University of Alabama.
I am an Alabama football fan – “Roll Tide!” My professional and civic affiliations include: