Goldman Sachs
Early career experience in specialty lending and private credit, advising business owners around growth and exit strategies.
02 / The Operator Behind the Capital
Built as an Operator. Trained as a Capital Advisor. Now Acquiring Businesses.
The Buyer’s acquisition approach is informed by experience on both sides of the business equation: advising business owners on capital and growth, and actually operating and scaling businesses.
Goldman Sachs
J.P. Morgan Private Bank
Entrepreneur / Operator
$100M+ Sales Organization
Business Growth & Operating Experience
Texas McCombs MBA
Independent Sponsor / Acquisition Entrepreneur
01Capital markets foundation
A Foundation in Capital & Business Ownership
J.P. Morgan Private Bank
Continued advising business owners and high-net-worth clients before moving deeper into operating entrepreneurship.
This work developed a practical understanding of capital, debt, business growth, owner objectives, exit considerations, and financial decision-making.
02 / Operator Experience
He Has Actually Built and Scaled Sales Organizations
The Buyer co-founded and led business development for a real-estate sales team, building systems around digital marketing, lead generation, recruiting, sales, and organizational growth.
$100M+
Sales organization built & scaled
The organization—not the Buyer individually—was responsible for generating more than $100 million in sales.
16
Agents
The team scaled through recruiting, training, and repeatable systems.
$50M+
First-year sales
Sales generated by the real-estate team during its first year.
250K+
Social audience
Built as the team’s primary lead-generation and recruiting engine.
03Trades operating experience
Operating Experience in the Trades
As Market Owner for an underperforming Austin roofing operation, the Buyer held local P&L responsibility and helped drive nearly 20% annual revenue growth.
800+
Homes covered
Developed the company’s first recurring B2B sales channel and secured exclusive vendor agreements covering more than 800 homes.
Local P&L responsibility
Dedicated project-management role
Greater sales productivity
Improved recruiting and retention
Nearly 20% annual revenue growth
Commercial customer development
This experience directly informs his interest in commercial roofing, recurring B2B revenue, maintenance relationships, hard trades, infrastructure services, and sales-driven businesses.
04From operator to acquirer
The Operating Experience Shapes the Acquisition Strategy
“The Buyer has experienced firsthand the difference between transactional and recurring revenue, owner-dependent and system-driven businesses, and revenue growth and durable cash flow.”
He has operated businesses where sales, customer relationships, recruiting, and systems directly affected enterprise value. That experience now informs the businesses he chooses to acquire—and why he evaluates the durability of the underlying customer relationship rather than relying on reported revenue alone.
05Development
Continued Development as an Acquisition Entrepreneur
Texas McCombs MBA
2024–2026
Active in the entrepreneurship-through-acquisition ecosystem, including the Texas ETA Club and Texas ETA Summit.
06Ownership philosophy
Buy the Business. Respect What Works. Build What Comes Next.
- Preserve the strengths that made the business successful
- Work alongside existing management
- Understand the business before changing it
- Invest in people and systems
- Build on existing customer relationships
- Identify opportunities for growth
- Maintain operational discipline
- Think of the company as a long-term operating asset
07Transaction approach
Prepared to Move. Committed to the Transition.
The Buyer combines institutional resources with a personal, relationship-driven process—and intends to become the full-time, day-to-day operator of the acquired company.
Diligence Ready
Core quality-of-earnings, legal, and debt-advisory resources are identified in advance so a credible opportunity can move directly into diligence.
Financing Before LOI
The Buyer’s stated process is to bring investors into the discussion early and not submit an LOI before financing is in place.
Clear Communication
Honest, direct communication and owner alignment are treated as essential to a smooth transaction.
Personal Operation
The Buyer intends to relocate when needed and personally operate the acquired company rather than manage it as one asset in a portfolio.
Employee Investment
The transition plan includes investing in career growth for the employees who make the company successful.
Flexible Mandate
The strategy is thesis-driven, not thesis-bound, and can consider exceptional service businesses outside the initial focus areas.
08Seller relevance
A Buyer Who Understands the Operator’s Perspective
He Understands Owners
Advised business owners around growth and exit decisions.
He Understands Sales
Built sales organizations and customer-acquisition systems.
He Understands Operations
Worked inside operating businesses and improved how teams perform.
He Understands Capital
Background in specialty lending, private banking, and acquisition analysis.
He Understands Growth
Built systems around lead generation, recruiting, sales, and customer acquisition.
He Understands Recurring Revenue
Created a recurring B2B channel through embedded vendor relationships.
He Understands the Transition
Approaches acquisitions as an operator, not solely as a financial owner.
Qualified opportunities
Know a Business That Fits the Mandate?
The Buyer is actively evaluating established lower-middle-market businesses with durable customer demand, strong cash flow, and identifiable opportunities for long-term growth.
Submit an Opportunity
$2M+ earnings | $3M+ preferred | $10M+ EV preferred