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About
Investment banking and strategic advisory professional with over 10 years of experience focused on the lower middle market in business services, diversified industrials and technology sector— Involved with establishing and a building a dedicated origination team and execution support for three different investment banking practices. Directly involved with over 50 transactions totaling over $1 Billion dollars including private equity recapitalization, structured debt, restructuring and alternative financing structures. Specializing in Capital raising, M&A, financial analysis, deal origination, structuring and negotiation, contract negotiations, business process optimization, corporate efficiency, strategic business development, problem solving, team building and motivation.Company Spotlight in Tech

Cityzenith

CBIG Consulting
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Todd Nash

Rubicon Technology
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Bill Weissman

Table XI
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Mark Rickmeier

Broadwind Energy
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Peter Duprey

Muses App
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Shirley Yang

AMPY
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Tejas Shastry

Business Technology Partners
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Todd Perlman

Inquidia
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Steve Miller

Dolphin Rose Music and Media Worldwide
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Dylan Jordan

Covalience, LLC
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Kevin Sandahl

CityBase
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Mike Duffy

DefendEdge
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Lewis Borsellino

Signature Retail Services
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Dan Perry

Burwood Group, Inc.
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Jim Hart

555 International
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James Geier

SiNode Systems
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Samir Mayekar

Catalytic
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Liberty Advisor Group
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Sara Fitzgerald

Drivin
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Kayne Grau

Artisan Talent
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Bejan Douraghy

Northwestern Mutual Chicago
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Nathan Kinzinger

SimpleRelevance, Inc.
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Erik Severinghaus

G2 Crowd
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Tim Handorf

ITPeopleNetwork
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Amit Dutta

i.c.stars
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Sandee Kastrul

BCDVideo
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Jeff Burgess

Fusion92
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Matt Murphy
Zebra Technologies
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The LISA App, LLC
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Robert Richmond

4C Insights
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Alok Choudhary

Impact Engine
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Jessica Droste Yagan

Intelligent Medical Objects
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Frank Naeymi-Rad

Doblin
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Bacon Sports
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Rob Cressy

Kamea Networks & Technology
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Chach DalSanto

Infiniteach
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Katie Hench

Nexus A.I.
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Phil Alexander

FactSet
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Mike Giordano

Proxfinity
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Mitch Carrel

Truss Holdings, Inc.
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Bobby Goodman

Savoir
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Shatabdi Basu

Elements Holdings Group & Subsidiaries
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Rick Hammell

SMS Assist, LLC
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Taylor Rhodes

Fuzzy Math
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Mark Baldino

Gympass
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Sean Flynn

Medcor
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Curtis Smith

Cloudbakers
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Mitch Greenwald