Director at Peak Technology Partners with 15+ years in technology investment banking. Over $12 billion in executed transaction value, bringing institutional-grade expertise to technology company boards seeking transformational growth and strategic outcomes.
Years Investment Banking Excellence
Total Transaction Value Executed
Complex Transactions Completed
Industry Recognition & Awards
Deep transactional expertise across technology M&A, capital markets, and strategic advisory, with recognition as an emerging leader in technology investment banking by The M&A Advisor.
Leading complex M&A transactions and capital raises for technology companies. Over $12 billion in executed transaction value across private and public markets, specializing in optimal positioning and competitive processes that maximize shareholder value.
Senior investment banker in D.A. Davidson's technology practice, executing complex M&A transactions and IPO processes. Developed deep sector expertise across enterprise software, cybersecurity, and financial technology verticals.
Investment banking professional in Jefferies' technology group, gaining comprehensive experience in transaction execution, valuation analysis, and client relationship management across the technology ecosystem.
Senior Director at Lighter Capital focused on early-stage technology investments. Early employee at SecondMarket (acquired by NASDAQ), providing firsthand operational perspective that informs board-level strategic thinking.
Representative transactions demonstrating expertise across M&A, capital markets, and strategic advisory in technology sector deals ranging from growth-stage to large-cap public companies.
Led execution on marquee transactions including complex merger transactions, strategic acquisitions by private equity firms, and multi-billion dollar technology company combinations across diverse verticals.
Extensive experience in IPO processes, follow-on offerings, and public market transactions for technology companies. Deep understanding of public market dynamics and institutional investor requirements.
Comprehensive experience across growth equity transactions, management buyouts, recapitalizations, and strategic sales to both financial sponsors and corporate acquirers in technology sector.
Active involvement in transactions involving AI, data analytics, cloud infrastructure, and other emerging technology areas, maintaining deep market intelligence on innovation trends.
Strategic investments in high-growth technology companies across diverse sectors, demonstrating active participation in the technology ecosystem and market insight.
Multi-service super app
AI-powered automation platform
Voice technology solutions
Avatar technology platform
Workforce management platform
Digital health platform
Risk & compliance platform
Financial services platform
Digital platform
Cryptocurrency platform
Mental health platform
Mobile technology platform
AI-powered insights platform
Growth capital platform
Education technology platform
Private securities trading platform
Combining institutional-grade M&A expertise with deep technology market intelligence to guide technology companies through complex strategic decisions, capital raising, and value optimization initiatives.
Deep expertise in positioning companies for premium valuations, conducting competitive sale processes, and negotiating complex transactions that maximize stakeholder value through optimal timing and strategic positioning.
Comprehensive experience across capital raising strategies, from growth equity to IPO processes. Understanding of institutional investor requirements and public market dynamics for technology companies.
Proven ability to develop compelling strategic narratives, optimize competitive positioning, and structure transactions that reflect full enterprise value across diverse technology verticals and market cycles.
Deep understanding of technology sector dynamics, emerging trends, competitive landscapes, and strategic buyer motivations gained through 50+ transactions and ongoing market participation.
Exceptional experience managing complex stakeholder dynamics across management teams, investors, strategic partners, and professional service providers in high-stakes transaction environments.
Commitment to highest standards of corporate governance, fiduciary responsibility, and ethical business practices. Registered Representative maintaining strict regulatory and professional compliance.
Academic excellence and industry recognition reflecting commitment to professional development, community leadership, and maintaining the highest standards in technology investment banking.
Bachelor of Arts in Economics, cum laude, from Miami University (OH). Strong analytical foundation supporting sophisticated financial analysis, valuation modeling, and strategic transaction structuring.
Named emerging leader in technology investment banking by The M&A Advisor, recognizing excellence in transaction execution, client service, and contributions to the technology M&A community.
Recognized by Wichita Business Journal as part of the next generation of city and community leaders, demonstrating commitment to civic engagement and regional economic development.
Registered Representative of Finalis Securities LLC, Member FINRA/SIPC. Maintains adherence to the highest professional, ethical, and regulatory standards in investment banking practice.
Let's discuss how investment banking expertise and technology market intelligence can accelerate your company's strategic initiatives and board effectiveness.