As the CEO & Managing Partner of Boxwood Partners, I lead a team of professionals who provide high-quality and customized sell-side advisory services to founder-owned and private equity backed businesses in the middle market. With over 18 years of experience in M&A, I have successfully closed over ...
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As the CEO & Managing Partner of Boxwood Partners, I lead a team of professionals who provide high-quality and customized sell-side advisory services to founder-owned and private equity backed businesses in the middle market. With over 18 years of experience in M&A, I have successfully closed over 100 transactions across various sectors, including franchising, food, SaaS, FinTech, staffing, distribution, light manufacturing, and tech-enabled business services.
My core competencies include managing the entire sale process, from developing marketing materials and buyer lists, to negotiating offers and closing deals, with the goal of maximizing the value and outcomes for our clients. I also have a strong operating track record of leading organic and acquisition-based growth at several companies, such as Shockoe Commerce Group, PrecisionIR, and SweetFrog Enterprises. Additionally, I have served as a board member for public and private companies in the US and the UK, and as a founder and chair of the YPO Virginia Chapter.
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