I’m an entrepreneur, private equity professional, and independent board advisor with 40+ years of experience helping companies and investors make better decisions at critical inflection points—when growth is accelerating, capital is constrained, or strategic alternatives need to be evaluated clearly and candidly.

My background spans healthcare, software/technology, manufacturing, and business services. Over my career, I’ve led or managed equity and debt investments, advised management teams through complex growth and restructuring challenges, and served as a board member, committee member, or officer for 12 private companies ($5M to $280M) and 5 non-profits.

I bring a pragmatic, operator-informed perspective grounded in deep transactional experience across M&A, capital formation, strategic planning, financial management, and corporate governance. I’m often asked to step in when the issues are complex, the stakes are high, and straightforward advice matters.

Today, I work with owners, boards, private equity firms, and independent sponsors as an advisor and board member—bringing clarity, judgment, and pattern recognition built over decades of real operating and investing experience.

Geographical Experience

  • United States
  • North America

Board Experience

  • Chairman, MTI Precision Products
  • Chairman, IAB Solutions
  • Board & Executive Committee Member, Basho Technologies (NoSQL / Big Data)
  • Co-Founder and Board Member, Quench USA
  • Board Member, MCMC Inc (Managed Care roll-up)
  • Board Member, Research Pharmaceutical Services
  • Board Member, ACG Philadelphia
  • Past Chairman – M&A East (Philadelphia)
  • Principal, Berwind Financial Group
  • Managing Director, KBL Healthcare
  • Vice President & Group Manager, ING Bank (Corporate Finance)
  • Vice President, The Selzer Group
  • Associate, Corporate Finance, E.F. Hutton