Los Angeles Metropolitan Area
Most M&A professionals chase deals. I build the conditions that make quality deals possible. I specialize in lower middle market M&A deal origination, helping private equity firms, strategic buyers, and acquisition-focused investors identify, engage, and advance credible acquisition opportunities across founder-owned and privately held businesses. My work sits at the intersection of market mapping, seller psychology, transaction strategy, and process control. Translation: I do more than “find targets.” I help create conversations that can turn into real transactions, not just another spreadsheet graveyard. I focus on: Deal Origination: Identifying acquisition targets in the $10M-$500M transaction range Lower Middle Market Coverage: Founder-owned, privately held, and sector-specific opportunities Industries: Trucking, logistics, healthcare, business services, and adjacent private markets Buyer Alignment: Matching seller motivation with PE, independent sponsor, family office, and strategic buyer mandates Transaction Development: Supporting outreach, qualification, narrative framing, NDA/CIM flow, IOI/LOI momentum, and process discipline Market Intelligence: Understanding owner psychology, valuation expectations, succession pressure, and timing signals What I bring to the table: I understand that sellers do not move because of a “perfect pitch.” They move when timing, trust, structure, and motive align. I know that quality lower middle market companies are not inventory. They are relationships in motion. I translate finance into human language so owners, investors, and advisors can move with clarity. I stay close to industries where fragmentation, succession, consolidation, and operational upside create real acquisition opportunity. I regularly write about M&A, private equity, deal origination, valuation discipline, seller psychology, and lower middle market deal flow. Let’s connect if you’re a PE investor, strategic acquirer, independent sponsor, founder, advisor, or operator looking to source, evaluate, or advance lower middle market acquisition opportunities.
As a seasoned sales and capital markets professional with over 10 years of experience, I specialize in pre-IPO capital raising, AI-driven sales strategies, and alternative investments, including precious metals and high-value private offerings. I thrive in high-volume, high-stakes environments, consistently making 200–250+ outbound calls daily to engage accredited investors, business owners, and institutional clients, converting opportunities into measurable results. I bring a proven track record of closing complex deals, leveraging advanced CRM systems to deliver data-driven, repeatable success. With dual language professional proficiency in English and Spanish, I excel at navigating global markets, building cross-border relationships, and delivering tailored investor solutions. My approach combines relentless drive, strategic insight, and deep domain expertise in AI, private markets, and alternative asset sales, positioning me as a top performer in high-performance capital raising and sales environments.Business Development & Capital Strategist
I partner with businesses of all sizes to help lower their tax expense and protect their bottom line by protecting and strengthening their employees' financial stability. It's a no cost solution to businesses with powerful employee saving incentives. Ask me how to start protecting your bottom line.
As Director of the Discipleship Program in the Spanish Ministry, I oversaw the end-to-end management of the ministry for four years, including scheduling, resource procurement, and coordinating team efforts. I led and mentored volunteers, facilitated program operations, and personally taught classes, ensuring that participants received structured, impactful spiritual guidance and growth opportunities.