Bio
I am a senior debt lender, CPA and business advisor experienced in closing deals. I focus on add on acquisitions for strategic buyers as well as working with individuals, mgt teams, search funds and family offices. I try and use MBBI members as service providers wherever I can. My current focus is on companies with revenues typically between $5 million to $150 million located throughout Wisconsin and northern Illinois. This allows me to use unique structures that save cash flow and cost, especially with manufacturers.
My difference is that I provide not only funding to complete your deal, but business advice so that your deal closes on time. I also provide proactive long-term advice to grow your company.
Other areas I am known for include:
– I am an expert in using tax-exempt financing in conjunctions with major plant expansions and business acquisitions.
– Clients with high growth and leverage.
– Clients closing management buyouts & business acquisitions.
– Ownership transition with privately held companies using seller paper.
– Sales/transition via an ESOP.
Please contact me if you need an experienced lending advocate to help buy or sell a company.
