New York, United States
Empowering private companies and their owners since 1993: single family offices, founders, boards, billionaires. Veteran in private capital and financing, M&A and investment banking, corporate dev, strategy, governance, direct investing. Proud alumni of Columbia Business School. Founder: Family Business Audiocast. Family Business Chronicle. Proven change agent: Backer of tens of founders, CEOs, family offices, operating partners; mentor to many entrepreneurs. Since ‘02, founder of three successful management firms - Circle Peak Capital LLC, Big Sky Partners LLC, Family Office Private Advisors LLC. Investor in, buyer of, advisor to, tens of companies in consumer brands, digital, e-commerce, and financial services. Governance expert: Board member / advisor to 12 investor-backed private companies since ‘98. Chairman of several. Board member of several non-profit entities since 2002, including founder or founding board member of three. Veteran investor: Privileged to serve in lead roles in 20 + principal investments in several investment partnerships I have been a part of (or founded). Since 2002, we led deals, collectively, involving $300M+ of private equity, @ a billion of total capital, and $2B+ sales. Founder, 2002, Circle Peak Capital - LBOs w/ entrepreneurs; invest w/ private equity + family offices. Control investments. Sourced, negotiated, structured, financed, closed 9 control-stake LBOs - backers included sophisticated general partners, hedge funds, + family offices, PE funds, sophisticated investors. Salomon Brothers: (relaunch 2022) Founding member, Mergers & Acquisitions division. Founding member, advisory board. Formerly led private equity and global family offices. Provided support to securities arm. Corporate Development expert: Expert in capital, strategic ideas, business development, valuations, analysis, planning, budgeting, governance metrics, boards. Media presence: Frequent event speaker, host, guest, author - Columbia Business School, OPAL, Buyouts Insider, ACG, FamilyBusiness.org, IBERA, Family Business Center, Unibz Business School, Inštitút Rodinného Businessu, Uncorrelated Additional founder roles and positions: RAS Capital Partners (2002) Wisdom Board (2020) Caring Capitalism (2020) Non-Profit: (education, art, music, cancer) Co-Founder, Leukemia Fighters. Board member, Musicians Treatment Foundation. Founding member, advisory board, Frederick S. Pardee School of Global Studies, Boston University. Founding member, advisory board, CBSGSB private equity alumni group. Father of two