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Certified Merger & Acquisition Advisor (CM&AA), Business Certified Appraiser (BCA), Marketing and Branding Expert, Public Speaker/Educator, Entrepreneur with Significant International Cross-Border Business Experience & Leader within The Middle Market M&A Community. I help family/founder-owned middle market businesses sell when owners are ready to exit. I also help growing companies partner with private equity firms, and other types of investors, to help them supercharge the growth of their businesses. Using a vast network of personal relationships with institutional funds, private equity groups, family offices and individual investors; business owners hire me when they are looking to prepare for a significant exit or when they are in need of finding the right capital partner. Current Positions within Local and National M&A Organizations: * President of the DFW Chapter of the Alliance of M&A Advisors (AM&AA) * National Advisory Council Member for AM&AA * Chair of AM&AA National Conference Content Planning Committee * Association for Corporate Growth (ACG) DFW Chapter Board Member * DFW ACG Networking Events Committee Member * Member of Dallas CEO Forum * Founder of Women in Finance Roundtable Breakfast Series I have a passion for helping family and founder owned businesses think differently, grow strategically, and build value through my education and consulting services. If done early enough, this education and strategic planning (+ execution) translates into the best possible exit multiples.
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