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Summary

Accomplished financial professional with 15 years of principal investing and transactional finance experience. Ability to lead small high talent teams across a diverse organization. Ability to efficiently analyze information and form investment recommendations. Comfortable dealing with high level stakeholders and key decision makers.

Career Highlights

  • Directly managed multiple  "double bottom line" fund of fund vehicles with assets totaling over $300 million
  • Managed, sourced and executed the majority of investments in two co-investment vehicles totaling over $200 with a focus on middle market companies with a regional nexus
  • A highly active participant in over 30 investments with the co-investment team of Grosvenor Capital Management (former Credit Suisse Customized Fund Investment Group)
  • A founding member and primary portfolio manager for a $30 million private equity fund focused on public and privately traded community banks
  • Participated in over 80 transactions total in excess of $1 billion in the role of a investment banking advisor or principal investor

Work experience

2017Present

Independent Consultant

Customized finance, strategic  and technology solutions to key stakeholders, entrepreneurs and high growth companies

20132017

Founder / Business Owner

Custom XPM LLC 

Privately owned retail and distribution business founded with personal capital

20132014

Principal - Private Capital Markets

GCM Grosvenor

Grosvenor Capital Management became one of the world's leading alternative asset managers by acquiring the Customized Fund Investment Group from Credit Suisse 

20092013

Vice President - Customized Fund Investment Group

Credit Suisse

The Credit Suisse Customized Fund Investment Group (CFIG) is one of the world's largest private equity fund-of-fund managers and co-investors with over $23 Billion in institutional AUM

20052009

Portfolio Manager - Bank Fund I LP

Donnelly Penman Capital LLC

$30 millon private equity investment fund focused on denovo community banks

20022005

Associate - Investment Banking

Donnelly Penman & Partners
20012002

Analyst - Corporate Finance

Deloitte