Hello, I am an experienced transaction advisor. I have a history of bringing buyers, sellers, attorneys, accountants and advisors together for an efficient and successful transaction.
Prior to joining Sun Acquisitions, I was the Director of Mergers and Acquisitions for a large waste & document destruction firm and managed their acquisition growth strategy. I have significant deal-making and negotiation experience in the waste, secure document destruction, telephone answering service and product recall industries. I have also worked as an associate for a private wealth management firm with $1.8B in assets under management.
I hold a Bachelor of Science in Finance from the Kelley School of Business at Indiana University.
Discover how a banking recovery firm, Recovery Solutions, sold in less than 7 months for above premium market value using our sell-side services.
Are you really ready to exit your business? This resource will help you avoid these 10 common pitfalls when selling your business.
When you download “Preparing to Sell Your Business,” you’ll learn: The necessary steps for laying the groundwork to prepare a business for sale, the strategies and audits that go into a successful exit strategy, and what makes you stand out to buyers in a competitive market.