Experience
Operator and leader, passionate about people.
I've sat on every side of the table โ banker, corporate acquirer, and operator. After closing, I'll be in your building every day as a full-time owner-operator.

Education
- Executive Education, INSEAD
- MBA, University of Maryland
- BSBA, Finance, University of Richmond
Languages
Conversational Spanish; beginner German and French.
Experience
- Family officePresident, North America
Responsible for four operating companies in the US and Canada ($3M to $60M revenue), with a decentralized operating model. Exceptional sales and EBITDA growth.
- Danfoss16 years
$300M P&L. Led Strategy and Business Development with a heavy M&A role, plus marketing and commercial roles โ including a five-year expat assignment in Germany.
- SunTrust (now Truist)6 years
Commercial banking โ helping owner-operated businesses thrive.
Industry expertise
HVAC and Refrigeration
Off-Highway Equipment
Material Handling
Professional Services
Hydraulics
Manufacturing
Know an owner thinking about what comes next?
I would welcome an introduction. Every conversation is confidential.