Professionals
Our professionals combine vast experience with unique perspective to create and amplify value for our clients. In addition to our team’s investment banking experience, all of our principals have broad business experience inclusive of roles as CEO, board member, general counsel, president, CFO, corporate development officer and other capacities. We have encountered many of the same challenges seen by those running or owning a business. Our unique background allows us to view engagements through the lens of advisor, operator, and investor, driving efficient and effective performance for optimal value and the outcomes defined by our clients.
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Managing Director
20+ years of experience
Advised on 100+ transactions representing $20+ billion in value
Led M&A at The Home Depot, including building HD Supply and acquiring its core locations in Mexico
Former transaction attorney at Alston & Bird LLP and general counsel at Oxford Industries
Board Member of Guardian Fueling Technologies and previous board member of HoneyBaked Ham for 4+ years
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Managing Director
35+ years of transaction experience, including 10 years on Wall Street
Principal at DN Partners, a middle market private equity fund
Headed M&A group at EVEREN, where he led and completed 25 transactions totaling more than $1.5 billion
Managing Director of International M&A at Bear Stearns & Co. where he participated in more than 100 investment banking assignments, including numerous cross-border transactions
Board Member of Chinada Holdings and Northfield Industries and formerly on board of various other companies
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Managing Director
25+ years of transaction experience
Completed 50+ domestic and international transactions
Led Corporate Development for publicly-traded companies Rexam PLC (LSE) and Jabil (NYSE) and for a family office
As CFO and Development officer, Mr. White successfully turned around two platforms, raising $90 million of financing, completing three strategic acquisitions and divesting five non-core businesses, and thus increasing EBITDA by over $12 million in 18 months
Served as CFO and/or GM for multiple investor-owned companies
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Director
10+ years of transaction and business experience
Advised on 10+ transactions in business services, specialty finance, manufacturing, industrial distribution, and healthcare
Began his career in public accounting with Frazier & Deeter and served as a senior financial analyst at Genuine Parts Company
Certified as a CPA by the Georgia Society of CPAs
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Director
12+ years of accounting, valuation, and transaction experience
Advised on 20+ transactions in manufacturing, industrial distribution & services, building products & services, healthcare, business services and specialty finance
Began his career at Deloitte in the Alternative Investment Management Audit Group, working with private equity groups, family offices and hedge funds
Certified as a CPA by the New York State Society of CPAs
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Vice President
5+ years of transaction experience
Advised on 15+ transactions both domestically and internationally across industrial, food & beverage, and technology verticals
Holds Series 7, 79, and Series 63 securities licenses