I drive value creation across Fernwood Holdings' portfolio, focused on Seed to Series B tech companies in human capital management and cybersecurity, and evaluate new and follow-on investments. My background spans venture capital, private equity (growth and buyout), and M&A/cross-functional work within an enterprise software company. I began my career in investment banking, specializing in sell-side M&A.
Develop and manage client relationships, identify new business opportunities, and contribute to growth and development.
Fernwood Holdings
Partner
WEG Associates
Owner and Principal
Atlanta, GA, US
Leveraged 10+ years of operating and investing experience to help clients develop and operationalize growth plans as well as to evaluate and execute on funding options across capital raising, corporate finance, and M&A in order to drive growth and maximize shareholder value
Be Curious Partners
Principal
Atlanta, GA, US
Responsible for the management of a six company portfolio as well as the day to day operation of the firm itself. I led the growth round for Good Buy Gear in February 2019 and subsequently sat on its Board of Directors; I also had board observer and advisory relationships with Kinedu, Caribu and Motherly.
Aderant
Director of Strategic Programs
Atlanta, GA, US
Primary responsibility for M&A and other cross-functional strategic initiatives
Fulcrum Equity Partners
Senior Associate
Atlanta, GA, US
Private equity investment professional focused on the healthcare, technology-enabled services and SaaS verticals. Responsibilities included deal sourcing and initial review, financial modeling, deal structuring, due diligence, and portfolio management. Transaction types included venture and growth equity financings, add-on acquisitions, recaps, buyouts, and portfolio company realizations.
November 2019 - April 2021
April 2016 - August 2018
April 2016 - August 2018
July 2012 - April 2016
July 2010 - June 2012
