Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Call Me When... I'm a Southern-based, private equity investor and advisor with experience in healthcare, business services, niche manufacturing, specialty distribution, & financial services.
Call Me When... You are preparing for a sale, ownership transition, shareholder buyouts, or disputes
Call Me When... Investment Banking, predominately sell-side M&A advisory -- we work with owner operators on exit
Call Me When... A private business is seeking capital or corporate finance advice
Call Me When... Investment banking, mergers and acquisition advisory, capital raising
Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).
Call Me When... At Navigate the Journey we help entrepreneurs (i) Scale their business, (ii) Grow their team, and (iii) Plan their life.
Call Me When... In need of buy-side or sell-side financial due diligence
Call Me When... Private Equity / Elegant Exits for Owners
Call Me When... In need of corporate and transactional advisory services
Call Me When... Owner transition advisory, tax planning and compliance
Call Me When... Clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt