I started my career as a securities broker and Registered Investment Advisor after graduating from college. I purchased the firm two years later and acted in that capacity for many years until a client asked me to divest his family’s portfolio of businesses.
I soon found that this provided the most satisfaction in the use of the skill sets I had acquired over the years in the financial industry. Twenty plus years of advising on the buy- and sell-side of M+A transactions led me to focus on the healthcare industry after completing the sale of a multi-million dollar Durable Medical Equipment (DME) company, and a similar-sized home health care company soon after.
My focus has remained in DME and home health since that time, successfully working with buyers and sellers throughout the U.S. As a Managing Director at VERTESS, I work with business owners and set reasonable expectations, using clear communications while guiding transactions to completion.