M&A Advisory Services
Provide M&A and restructuring advisory services: ideas, buy-side and sell-side execution, strategic and capital structure reviews, capital raising.
Current position
Current Capital Partners LLC
Founder and Managing Director | 2008 – Present
Corporate Management
Serve on Boards of Directors, advising on corporate strategy, cost reduction, and expert witness services.
Private Equity Investing
Source, execute, and create value in co-investments for lower middle market industrial and service companies.
Governance
Current board memberships
Berry Global Group, Inc.
NYSE-traded global manufacturer of plastic packaging and engineered materials
Chairman of Audit and Finance Committee
Five Point Holdings
NYSE-traded planned communities developer in California
Member of Nomination and Corporate Governance Committee & Conflicts Committee
Lear Corp.
NYSE-traded global supplier of automotive seating and electrical systems
Member and former Chairman of multiple committees
Career
Previous experience
Wachovia Securities
Managing Director & Co-Head of Diversified Industrials & Services
2007 – 2008
Focused on M&A and debt/equity financings
Revolution Living
EVP – Finance & Business Development
2005 – 2007
Led portfolio management and new investment sourcing/execution
The Cypress Group
Managing Director & Investment Committee Member
2002 – 2004
Served at a $3.5B private equity firm
Lazard
Various Roles
1989 – 1999
Focused on M&A for industrial companies and financial sponsors
Education & certifications
- MSc, Accounting and Finance
- London School of Economics (1985)
- BBA, Accounting
- Emory University (1984)
- FINRA licences
- Series 7, 24, 79, 99, 63
Personal interests
Married with two adult children and a goldendoodle. Avid cyclist, wine enthusiast, and international traveler. Member of exclusive clubs: ZZ's Club, Fasano, Westmoor Club, Faena Rose.