Extensively involved with all major aspects of corporate development and due diligence for this merger and acquisitions (M&A) specialist firm. Focus is on sourcing and...more evaluation of investment opportunities within technology, cannabis, health & wellness and other high growth sectors for family offices, private equity and angel investors. Also assists company owners preparing for a company sale or private equity investment.
Founder, CEO & Cofounder
2011 - 2014 (over 3 years)
Co-founder and CEO of this firm providing hydroponic produce to chef led restaurants on behalf of angel investors. Achieved the turnaround of an underperforming hydroponic...more farm in the Chicago area which included securing Chicago's first indoor farm license. Successfully raised capital for this venture from angel investors in the United States and Asia. Able to obtain in-kind legal services from Wilson Sonsini Goodrich & Rosati, the premier legal advisor to high growth start ups.
Provided indepth strategies to business owners, entrepreneurs, and angel investors for global investments. Duties included business plan development, financial analysis, and...more equity market advice. Held Series 7, 31, and 66 licenses, and Alternative Investment Certification. Helped to develop and market an angel investor product resulting in providing up to 80% in asset backed loans for client investment in growth firms within technology, consumer products, and healthcare. Secured prominent Silico
2008 - 2010 (almost 2 years)
As a fundless sponsor, performed duties related to developing transactions for equity investments in small and medium sized CPG, technology, and healthcare firms in the Midwest...more for this subsidiary of Maroon Analytics, a Singapore based financial and consulting firm. Provided leadership to a team of three associates based in Chicago, Iowa, and Barcelona, Spain in developing methods to source out viable transactions and identified investment opportunities with $3M to $5M in EBITDA in technology, c
Vice President Business Development
2007 - 2008 (8 months)
Overall major role was to take the necessary steps in the preparation for the sale of a marketing communications firm including budgeting, executive reporting, assessment...more of viable clients, and analysis of potential buyers. Developed key ratios and related metrics to establish historical and leading indicators. Dramatically improved the number of winning proposals by 220%.
Founder, Executive Director & Cofounder, Hyde Park Angels
2006 - 2007 (over 1 year)
Founded the Midwest's largest and most successful angel investment group and subsequently partnered with the University of Chicago Booth School of Business to seed out early...more stage firms in the greater Chicago area. Secured external funding in collaboration with high net worth parties, legal, academic, and global executives.
Chicago Booth New Venture Challenge participant (2007)
Annual judge for the Chicago Booths' Global New Venture Challenge Business Plan Competition
Informal advisor to several early stage startups in Chicago and on the West Coast.
Volunteer for the University of Chicago’s Booth Alumni Nonprofit Consulting (BANC): BANC is backed by the Rustandy Center for Social Sector Innovation to leverage pro bono consulting services from University of Chicago’s Booth School of Business alumni to help nonprofits better fulfill their mission.
Chicago Booth Adventure Challenge Selection Committee: The Adventure Capital Challenge encourages Chicago Booth alumni to explore a new personal passion or nurture a nascent professional interest.
Chicago Booth School of Business Ambassador (2012-2017) Assisted in the evaluation and interviewing of Chicago Booth MBA applicants.