Experience
Credibility built on real-world M&A and finance leadership.
Background
- 15+ years of experience across M&A, finance, and corporate strategy
- Former Vice President of M&A at Constellation Software, one of the world's most active and disciplined acquirers of founder-led businesses
- Led and supported transactions across buy-side and sell-side engagements
- Experience working inside both large, complex organizations and fast-growing entrepreneurial businesses
- Has worked directly with founders, operators, boards, and investors
- Built and scaled an education business personally, providing firsthand experience with the challenges founders face
Transaction Exposure
- Buy-side M&A: sourcing, diligence, valuation, and integration
- Sell-side M&A: preparation, process support, and closing
- Capital raises and financing transactions
Deal Size Focus
We typically work with clients in the $3M to $30M revenue range, and on acquisitions in the SMB and lower middle market.
Industries
Software and SaaSTech-enabled servicesProfessional servicesOther founder-led businesses