CapFlow

CapFlow is an intelligent financing platform of 500+ small business, lower-middle and middle-market lenders, providing debt/lease financing from $1m to $50m.  We connect you with the best-fits among these lenders in days, with no up-front cost or obligation.

To get started, fill out our 5-min intake form or schedule an intro call at capflow.net.

CEO and Founder

Artha Group

Strategy, Operations, Marketing, Capital Raising, and Business/Dealflow Development consulting for lower-middle-and middle-market Financial Services firms.

Managing Director

Revelo Hospitality 

Oversaw all IR functions for hospitality-focused real estate private equity firm, including overseeing analyst teams that created all investor materials and financial models.

Built and implemented investor outreach strategy leading to connections with over 200 new potential LP and Co-GP investors.

Managing Director - Investor Relations

Guidehouse

Managing Consultant in the Financial Services group at Guidehouse, fka Navigant.  Supported M&A transaction and integration for a PE-backed financial platform acquiring another financial services firm.  Served as project manager for several functional area workstreams, including Procurement, Contracting, Administrative and Corporate Services, and assisted with other workstreams such as HR, A/P, and Risk Management, leading to a successful on-time closing of the acquisition.  Further led and supported Interim State and Future State buildouts and transitions for the newly acquired company.

Managing Consultant - M&A Transaction Advisory

TSG Concepts Inc.

5+ years of direct operational experience as the owner and operator of a federal contracting firm in the DC area.  We designed and built permanent exhibits for the Pentagon/DOD, DOS, NIH, DHS, and many more, including high profile projects for the Secretary of State and Secretary of Defense.

Served as CEO, COO, and CFO, including all finance, M&A, accounting, budgeting, and forecasting functions.  Oversaw and ran all business functions including Finance and Accounting, Sales, Marketing, Corporate Administration, Project Management, Client Relations, etc.

Acquired in 2013 - Exited in 2019.

CEO and CFO

Greenberg Advisors, LLC

Helped build boutique Investment Bank focusing on M&A (Buy-Side, Sell-Side, and Capital Raising), Financial, and Strategic Advisory for Financial Services and Healthcare firms.  Performed all functions as 2nd in command of the firm alongside the Managing Director, from sourcing (Business Development), through closing, and including post M&A advisory.

Oversaw analyst teams, handled client relations, and was responsible for all pitches and presentations, financial modeling, term sheets, information memorandums, etc.  Also was responsible for all negotiating all types of client agreements on behalf of the firm.

Senior Associate - Investment Banking M&A

Marc Bell Capital

Private equity firm with a generalist focus.  Ran large M&A transactions and performed in executive finance and accounting roles for portfolio firms.  Performed all aspects of the M&A lifecycle including sourcing, negotiating client agreements, financial modeling and analysis of targets, negotiating term sheets and purchase agreements, as well as various integration activities across many different business functional areas. 

Project management and oversight of large cross functional teams including Legal, Finance and Accounting, Technology, etc. while handling change management for portfolio firms.

Associate / Senior Associate - Private Equity

NVR, Inc.

One of the largest homebuilders and mortgage providers in the US.  Served as an Analyst rotating through, supporting, and auditing various business functions, including Finance, Accounting, Procurement, A/P, Building Operations, etc. including C-Suite and management reporting. 

Initiated projects and change initiatives which ultimately saved the company over $2M.

Analyst

Over 15+ years I've led dozens of M&A and financing transactions worth over $3 billion at previous roles in Private Equity, Investment Banking, Consulting, and Corporate Finance.

Now my passion is to give insight about the M&A and private equity + debt financing markets, teach modern strategies to generate and analyze deals via content, automation, and AI, and use those strategies to connect firms with the right financing more efficiently than ever before.

My current focuses are:

The Financing Flow <> Join thousands of readers getting smart about debt + equity financing, M&A, and deal analysis + sourcing via content, automation, and AI.  Sign up at the link in my header.

CapFlow <> Get $1m - $50m financing via the intelligent platform + service that connects you to the best-fits among 500+ lenders, lessors, and factors within days.  Learn more and set an intro call at capflow.net.

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