Trusted advisor

By immersing myself in your business, I build a collaborative, trusted relationship with you and your board. By having your deal run directly by senior banking talent, we collectively unearth superior business value and partner synergies while improving execution at critical deal points.

Software focus

Software is a set of fast-moving and dynamic market segments. My focus on these dynamics and how they fit into a competitive market map is critical as we crystallize how to best evangelize your company. Buyers must understand why you are special and valuable on your own - and more importantly, to them.

Proven track record

With 30+ years of banking and software expertise and a rich contact base, I’ve executed high quality strategic deals with industry kingpins. I sweat the details so we can develop, promote and execute transactions to maximize deal value and closure success.