Notable Transaction Experience:

  • Factset / Idaciti (2023)
  • Sunlife Financial / Advisors Asset Management (2022)
  • iM Global / Asset Preservation Advisors (2021)
  • State Street / Mercatus (2021)
  • Vanguard / Just Invest (2021)
  • iM Global Partner / Litman Gregory (2021)
  • Shelton Capital Management / ICON Funds (2020)
  • Resolute Investment Managers / National Investment Services (2019)
  • B. Riley Financial, Inc. / FBR & Co. (2017)
  • Sun Life Financial / Prime Advisors (2015)
  • BPV Capital Management / Cain Brothers & Company (2015)
  • Raymond James Financial / Cougar Global Investments (2015)
  • Fiera Capital Corporation / Samson Capital Advisors (2015)
  • Sun Life Financial / Ryan Labs (2015)
  • BTG Pactual / Regions Timberland Group (Regions Financial Corporation) (2013)
  • STW Fixed Income Management / Schroder US Holdings Inc. (2012)
  • FBR Funds / Hennessy Advisors Inc. (2012)
  • Rochdale Investment Management / City National Bank (2012)

Prior Work Experience:

CIBC World Markets, Head of Regulated Industries M&A
Prudential Securities,  Head of Financial Services M&A
Bear, Stearns & Co. Inc., Head of Financial Services M&A

Education & Affiliations:

The Wharton School of the University of Pennsylvania, MBA
The University of Pennsylvania, BS in Economics

Phi Beta Kappa Foundation, Investment Committee Member

 

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