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ABOUT ME

Connecting Insight

My role at Off-Mkt.com is fairly simple: I build relationships, ask the right questions, and connect business owners with a select few M&A Advisors I work with who are ready to have the in-depth conversations about a potential sale.​​

Real estate was my start, teaching me the value of listening and building relationships. But my real passion is business: understanding how companies grow, win customers, and create lasting value.

I’m self-educated in due diligence and  investment banking fundamentals - not to be an expert, but to better understand the lens buyers use when evaluating companies. I’ve read everything from marketing books inspired by the Grateful Dead to technical primers on investment banking, from operational due diligence at the company level to commercial due diligence at the market level, and even into areas like managerial accounting and financial planning & analysis.

I don’t pretend to know everything about your industry or business. What I do have is a genuine curiosity for learning about how people build successful companies. That curiosity, paired with my network of Advisors, is the value I bring to every conversation.

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