My Background

I graduated from the University of Minnesota - Carlson School of Management in spring of 2009 and Cornell's SC Johnson Graduate School of Management full time MBA program in 2016. I have 10+ years of M&A experience starting with 7+ years on the sell side at BMO Capital markets and 6 years of buy side corporate development experience across Johnson Controls, Starkey Hearing Technologies and Transitions Care (PE owned by Lorient Capital). In 2024 I obtained my Certified Management Accountant and CFA Private Markets and Alternative Investments certifications and am a CFA Level 1 Candidate for August 2025

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My 3.5 years at Starkey was focused on a hearing aid clinic roll up strategy through their subsidiary called Northland/Starkey Hearcare.  I was also in charge of managing their $200m+ loan portfolio with new loan origination, restructurings and delinquent communications. 

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My time at Transitions Care was focused on a regional hospice roll up strategy and also included some budgeting, liquidity analysis, JV proposals and greenfield expansion planning.

 

​I also have 4 years of consulting and operational audit/improvement experience at Accenture and Chrysler to help supplement with portfolio management.