Firm Principal

Valued Partners,
My career has been anything but traditional. After earning my CPA and advising billion-dollar conglomerates in investment banking and stewarding capital through private equity, supporting struggling startups showed me I craved building things. So across automotive, e-commerce, food & beverage, manufacturing, and distribution, I progressed from business development to CFO, ultimately acquiring several businesses and leading multiple teams as CEO.  

I’ve sat in nearly every functional seat and considered a thousand perspectives. I’ve been an advisor, principal, and operator. Upon reflection, have sincere understanding that my innate wiring is supporting CEOs in their pursuit of bold visions and inspiring innovations. The through-line of my journey is corporate finance, but my private equity experience has honed a holistic approach for strategic planning, investor relations, sales and marketing.

Now I aim to inspire and help CEO’s grow their companies,  achieve their ultimate objective to increase their wealth, and produce superior investment returns for Mitchell Capital and its co-investors. In the spirit of entrepreneurship, I believe challenges are not dead ends; they are obstacles to overcome. My aim is to support the team with actionable insights that enable you to make informed decisions that create real value for everyone involved.

I aim to be your partner in growth, going beyond the numbers to understand your vision, your mission, and your values. Thank you for placing your trust in me. I look forward to a long and prosperous relationship as we venture onward.

With gratitude,
  • $1bn+ of M&A Transactions
  • Middle Market M&A Advisory
  • Private Equity ($1.5bn+ AUM)
  • Family Office Management
  • 3-Time CEO
  • CFO & Business Development Roles
  • Multiple Boards
  • CPA (Inactive)
  • Devoted Husband & Proud Father