Broad Perspective + Deep Expertise = Actionable Insights

EMPLOYMENT EXPERIENCE

COMPANIES

  • Salomon Smith Barney / Citigroup
    Global investment bank / Wall Street

  • Borden Capital
    Private-equity-owned (KKR) conglomerate

  • Limited Brands
    Fortune 500 retailer

  • The Scotts Miracle-Gro Company
    International consumer-packaged-goods company

  • The Wendy’s Company
    Leading quick-service restaurant company

C-LEVEL ADVISORY ROLES

  • Strategy

  • Corporate development

  • Mergers and acquisitions (M&A)

  • Higher-level corporate finance

  • Capital structure (debt, equity, ownership decisions)

  • Special projects

CLIENT EXPERIENCE

SIZE

  • $1-10 MM (initial growth, capital infusion)

  • $10-500 MM (continued expansion)

  • $500+ MM (maturity and evolution)

OWNERSHIP

  • Privately-owned (family, investor group, individual)

  • Publicly-traded

INDUSTRIES (including but not limited to)

  • Consumer products

  • Manufacturing

  • Restaurants

  • Healthcare

  • Technology

  • Financial services

GEOGRAPHY

  • Across the U.S., with a focus on central Ohio