Invests in
Sectors:
Locations:
Min Investment:
$200,000.00Max Investment:
$750,000.00Target Investment:
$300,000.00
Skills
Education
Lists including Jack
Work Experience
President
2005
Strategic M&A and Corporate Development Advisory ● Led and advised 70+ M&A and investment transactions with a total deal value exceeding $6.4 billion, ensuring optimal deal structures, valuation, and integration. ● Advised 50+ CEOs on exit planning, corporate development, and capital strategies, driving successful transitions and liquidity events. ● Assisted companies in raising institutional capital, securing funding rounds to fuel business expansion and shareholder liquidity. ● Developed and executed strategic growth and acquisition plans, supporting companies in technology, finance, and advanced manufacturing. ● Provided board-level governance insights, ensuring regulatory compliance, investor alignment, and sustainable growth strategies.
2015 - 2024
Senior Vice President
2015 - 2024
Private Equity & Venture Capital Investments ● Spearheaded investments in 20+ early-stage technology companies, focusing on cybersecurity, AI/ML, SaaS, cloud computing, and national security sectors. ● Managed and conducted due diligence, investment structuring, and advisory oversight for a portfolio achieving an investment performance (TVPI) of 2.0. ● Led the institutional capital raise process, securing funding for portfolio companies and ensuring long-term financial stability. ● Identified and evaluated high-growth market opportunities, strategically aligning investments with emerging technology trends. ● Advised leadership teams on operational scaling, corporate governance, and M&A positioning for future liquidity events.