Invests in
Sectors:
Locations:
Min Investment:
$80,000.00Max Investment:
$930,000.00Target Investment:
$160,000.00
Skills
Education
Lists including Zach
Work Experience
2025
Senior Director, Capital Markets
2025
Cerebro Capital bridges the gap between mid-market business and top lenders with proven data-driven solutions. Debt capital advisory and placement for middle market companies and sponsors. Lender relationships span both cash flow/term lenders as well ABL lenders, lending to companies seeking financing between $2m-$100m. Since 2021, we've advised on $850m of acquisition loans.
Advisor
2024
Sigiriya Advisors (“SGA”) is a capital advisory firm that specializes in helping management teams and financial sponsors navigate the complexities of debt capital raising, assessing competitive landscapes, going to market, restructuring & turnaround, and liquidity/debt management. https://sigiadvisors.com/ Securities offered through Finalis Securities LLC Member FINRA / SIPC. Sigiriya Growth Advisors, LLC and Finalis Securities LLC are separate, unaffiliated entities.
2024 - 2024
Vice President, M&A and Capital Raising
2024 - 2024
Bradley Woods is a full service investment bank that provides, financial and strategic advisory, consulting services, mergers and acquisitions services, and capital raising services. Our global network of institutional investors includes family offices, VCs, UHNW individuals, and private equity firms. My focus was on debt capital placement and M&A advisory for LMM businesses with EBITDA between $2m-$25m. Broker-Dealer Services Provided Through Bradley Woods & Co., Ltd., Member FINRA/SIPC – 845 Third Avenue, New York, NY 10022
2022 - 2023
Director
2022 - 2023
Consulting firm in the wealth management space, working alongside RIAs and independent wealth management firms to facilitate strategic partnerships.
2019 - 2021
Vice President, Corporate Development (M&A, Strategy, Business Development)
2019 - 2021
M&A, Corporate Development/Strategy, Business Development Owned and managed the build, launch, and growth of LPL’s M&A capabilities.
2014 - 2019
Investment Banking Associate
2014 - 2019
Provide M&A (sell-side and buy-side) and capital financing advisory to companies with revenues between $10 - $200 million. Responsibilities include: financial modeling, industry research, capital deployment strategies, and due diligence.