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As a Partner at Capstone Strategic, I lead the firm's strategic growth efforts in the CUSO and credit union market, as well as delivering client results and closing transactions. With over 28 years of experience in M&A, corporate development, and strategic growth consulting, I advise shareholders, Board members and executives on partnerships, valuation, capital allocation, market entry, and external growth opportunities.
I specialize in facilitating private, not-for-sale acquisitions, mergers, partnerships, and investments, both internationally and in North America. I also train and educate owners, CEOs, CFOs, and executive teams on M&A best practices and tools. I am passionate about helping clients achieve their growth goals and vision, while building long-term relationships and trust. As a CFA charterholder, I have the skills and knowledge to provide financial analysis and valuation for complex and diverse transactions.