Who I work with
I provide debt financing solutions and placement for companies focused on buy-side and sale-side transactions up to $25mm. I facilitate both business and debt acquisition as well as sale-side services.
My specialty
I specialize in connecting sellers with buyers and am passionate about helping clients become transaction ready and positioned for success. My goal is to maximize transaction outcomes and make the process easy for clients. My specialties include:
- Confidential packaging and marketing of businesses for sale
- Pre-screening buyers and buyer/seller meeting coordination
- Offer review and negotiation advisory
- Closing advisory support
Some unique things about me
Born and raised in New York, my parents immigrated to US in the early 70’s. They taught me the principles of hard work and family values. Coming from a family of entrepreneurs, I have a first-hand understanding of the needs of family-owned businesses and a passion for helping them succeed.
What I do when I am not at work
I enjoy giving back to the Charlotte community and have served on several boards including the Forest Hills Finance Committee, Brace Family YMCA, Rotary International, City Council Business Advisory and A Child’s Place. I am currently serving as the Corporate Chair of the Ronald McDonald House in Charlotte.
People say I am
I am an engaged client advocate and totally committed to my client’s success before during and after the transaction. From clarifying valuation, tax and wealth management objectives, to marketing businesses to qualified buyers, deal negotiations and due diligence, I make sure my clients have the right information to make decisions with confidence.
