I help entrepreneurs, investors, search funds, and business owners navigate acquisitions, growth, succession, and exit decisions.
My background spans investment banking, private equity, entrepreneurship, and M&A advisory. Over the course of my career, I have raised a search fund, sourced and evaluated thousands of acquisition opportunities, and worked with hundreds of business owners, investors, family offices, independent sponsors, and acquisition entrepreneurs across a wide range of industries.
Today, as Founder of Roadmap Advisors, I advise lower middle market companies on buying, selling, and growing businesses. I am particularly interested in helping people make high-stakes decisions under uncertainty, whether evaluating an acquisition, preparing for a sale, choosing between competing offers, or deciding whether now is the right time to transact.
Areas where I may be able to help:
• Selling a business and preparing for an exit
• Evaluating acquisition opportunities
• Search funds and acquisition entrepreneurship
• Private equity and family office investing
• Deal sourcing and outreach strategy
• M&A process and negotiations
• Business owner decision-making and exit timing
• Career questions related to investment banking, private equity, entrepreneurship, and M&A
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