I provide M&A advisory and brokerage services to owners of privately-held lower middle market companies focused on 100 percent asset purchase transactions up to $15mm. I work with sell-side clients to help them achieve their business objectives.
I specialize in connecting sellers with buyers of business and I am passionate about helping clients become transaction ready and positioned for success. My goal is to maximize transaction outcomes and to make the process easier for clients. My specialties include:
Born and raised in New York, my parents immigrated to US in the early 70’s, teaching 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.
I apply 21+ years of financial services experience to guide owners of privately held businesses through sale of their businesses.
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 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.