Founder of CAPTARGET, (2011-present) market leader in PE deal flow sourcing. CEO and board member of M&A-focused digital marketing agency, Merger Labs (CEO:2015-2018, Director: 2018-present). Founder of GP Partners (2018-present). General Partner of Empower Growth Equity (2019-2020). CFO of Family Office RAL Investments (2006-2009). Board member of FluidMSP (2020-present). Former investment banker/Series 79 FINRA License (2010-2012) with more than $1 Billion in historical transaction experience. Current limited partner of Riverside Mid Cap Fund, IHS Fund and North Branch Capital.
Managing Partner (Techlaw, LLP 2007-2018; US IP Attorneys 2018-2022). General Manager (2020-2022) for Goettl Air Conditioning and Plumbing (acquired by Cortec in 2021). Operated, grew and exited multiple property management companies (2006 Mission Sands; 2022 Total Property Management). Angel investor and co-founder of numerous ventures, including Christianaudio.com (which sold to Shamrock Capital (2016) and later recapped to KKR). Investment banker, FINRA Series 79 (2011-2016). Neutral director (Bliss, Inc. (2022-present; Forged Threadworks LLC, 2018-present; Mako Labs LLC, 2015-present). Managing Partner, EverCourse (2019-present).
Nearly two decades of transaction and investment expertise with deal volume in excess of $1 Billion. Experience ranging from commercial real estate brokerage and syndication (2006-Current) to commercial service business acquisitions. Former Co-Managing Partner of multifamily office Fortis Legacy Partners (2018-2021), experienced Angel investor (2010-2022), and respected negotiator for public and private sector companies, regional, and federal government agencies. Licensed CA real estate broker.
Seventeen years of financial services and commercial real estate experience for global real estate and Wall Street firms. Managing Partner responsible for a $2.7B Assets Under Management practice with more than $20MM in recurring annual revenue with a diverse mix of public and private investments. Previous investment experience in multi tenant office and industrial acquisitions, brokerage and consulting for public private partnerships. Over 24 years active and reserve military service in US Navy leading diverse teams in conflict areas.
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