Advised 120+ companies in a variety of industries during his 25+ year career

Proven expertise in mergers & acquisitions, leveraged/management buyouts, debt & equity capital markets and principal investing

Experienced in advising a wide range of company types from public companies to lower middle market private companies

Previously managing director and/or partner at Moss Adams Capital, B. Riley FBR and Friend & Co

B.S. degree in Finance from the University of Utah where he was an All-American football player before entering the NFL

Holds Series 7, 24 and 63 FINRA licenses, and is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC

40+ years of financial services industry experience working with middle market companies

24 years of Healthcare Industry experience including managing senior debt portfolios at both banks and finance companies nationwide

Principal with a Southern California private equity group, participating in the acquisition of 12 companies. Served as both director and operating officer for 7 of those companies

Former Board member for the California Commercial Finance Conference and currently active with the Association of Corporate Growth and the National Investment Conference

B.S degree in Accounting from the University of Indiana at Bloomington

40+ years of financial services experience advising middle market companies, with a focus on independent energy developers

30+ years of experience in energy and power generation, including natural gas and renewable projects, with expertise across development capital, structured finance, and tax equity

Former Senior Vice President at GE and GE Vernova Financial Services, where he closed approximately $4 billion of debt and equity investments across energy companies in the western United States

27-year tenure at GE, with extensive experience evaluating, structuring, and executing complex energy investments

B.S. in Business Management, University of Utah (captain of swimming and water polo teams)

MBA in Finance, California State University, Fullerton

J.D., Loyola Law School, Los Angeles (member of the California and Federal Bar – inactive)