Education:
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B.S. in Business Administration, University of North Carolina at Chapel Hill.
J.D., University of North Carolina at Chapel Hill School of Law. |
| Licenses: |
Attorney at Law
Certified Public Accountant |
Professional
Experience:
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Tax consultant with international accounting firm.
Transaction attorney with Charlotte, North Carolina law firm.
Business appraiser.
Investment banker (since 1990).
Experience in over 100 M&A transactions. |
Professional Activities:
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Frequent speaker and writer on merger and acquisition topics.
Co-contributor to Mergers and Acquisitions Handbook for Small and Midsize Companies, a John Wiley publication.
Editor of M&A Strategist, a quarterly newsletter.
|
Guiding Principle:
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“I have always enjoyed helping business owners during this important time in their lives, and it is important to me to grow in knowledge and understanding of the sales process so I can be a more effective advisor. My overriding mission is not to close a record number of transactions, but rather to serve my clients with empathy and integrity so that they can rest assured I will do what is in their best interest.” |
