Accomplished M&A professional with a strong background in strategic leadership and driving organizational growth. Skilled in managing large-scale projects to enhance operational efficiency and deliver impactful results. Known for exceptional team building, leadership, and financial oversight abilities, consistently exceeding expectations in high-pressure environments.
Overview
28
28
years of professional experience
Work History
SVP - Business Development
US Global Assets & Investments
02.2023 - Current
Led strategic initiatives to enhance organizational performance and operational efficiency to propel profits in investment fund.
Directed and led search efforts for investment opportunities in the areas of real estate, direct investments in private companies, venture capital funds, private equity, and private debt.
Developed and executed long-term business strategies aligned with corporate objectives, driving growth and market positioning.
Mentored senior leadership and management teams, fostering a culture of innovation and continuous improvement within the organization.
SVP - Business Development
Medical Capital Solutions
01.2018 - 09.2025
Provide stable investment strategies to Private Equity Groups, Institutional Investors, Family Offices, and High Net Worth Individuals
Negotiate directly with Physicians, Surgical & Imaging Centers to purchase outstanding medical receivables at a discounted rate to all but guarantee a high rate of return for investors
Raised $240M in annual capital to purchase surgical centers and medical receivables
Successfully works with, and maintains relationships with over 700 investment groups worldwide
Vice President, Operations/Business Development
Henry Investment Group/Henry Family Office
04.2015 - 01.2018
Led operational management for a privately held single family office with over $250M in revenue, 200+ employees, and 84 portfolio companies
Managed the acquisition and sale of portfolio companies from prospect origination to deal close
Diversified 30% of oil and gas portfolio ($750M) into medical/healthcare, construction services, technology, logistics, and real estate assets
Averaged 29.6% increased revenue across all portfolio companies
Instrumental in maintain high moral through positive reinforcement, servant leadership, and continual investment in employees, fostering an environment of open communication, honesty, and focus
Senior Managing Partner
Trinity Intermediary Group
01.2009 - 01.2015
Mid-market ($50M - $250M) Mergers & Acquisitions firm that introduces capital funding sources to sellers
Assisted a mid-size PEO in absorbing two regional PEO’s to become a national presence
Negotiated the sale of a large food service company for $125MM (7X multiple)