Bio
I help family owned and owner-led businesses in industries undergoing consolidation turn ambition into executable strategy. I work alongside business owners, management teams, investors and in-house counsel through acquisitions, capital raises and financings, ownership transitions, restructurings, exits and other transformative business events.
I have particular experience advising registered investment advisers/wealth management, insurance, healthcare services and products, specialty manufacturing, and other companies in these consolidating markets. I help clients build the governance, ownership and capital structures that support growth through acquisition. Whether preparing for a first acquisition, executing a buy-and-build strategy or positioning a business for institutional investment or an eventual exit, I provide practical legal counsel aligned with my clients' long-term objectives.
Because I serve as a long-term advisor to many of his clients, often across multiple transactions and ownership stages, I approach each transaction as one step in a broader trajectory rather than an isolated legal event. My experience representing clients both before and after closing helps me anticipate issues, develop practical solutions and navigate challenges as they arise.
