As the Private Equity/Alternative Investment Practice Leader at Cherry Bekaert, my responsibilities include coordinating the Firm’s Advisory, Tax and Assurance services to private equity/alternative investment funds and their portfolio companies.
As the founder of Cherry Bekaert’s Due Diligence and Private Equity practices, I have been serving this industry segment for more than two decades. I have experienced, firsthand, the rapid growth and maturing of the Private Equity industry. My background in transaction advisory, audit and tax services provides a unique perspective in assisting our team members develop and execute value creation strategies that can be deployed in each step of the acquisition, optimization, and realization life cycle of private investment fund ownership.
Over my career, I have provided advice and consultation on thousands of M&A transactions, both domestic and international, with cumulative transaction value well in excess of $10 billion.
I frequently serve as a speaker and panelist on various M&A and business succession topics. I have also published various articles on topics impacting Private Equity and M&A, and I served as a contributing author to "Middle Market M&A: Handbook for Investment Banking and Business Consulting" (published by Wiley Finance).
I previously served two consecutive terms as a member of the Cherry Bekaert’s executive board and have previously held the Global Private Equity Industry Leader role within Baker Tilly International.
Focus Areas:
Mergers & Acquisitions
Private Equity
Quality of Earnings
Capital Markets
Transaction Advisory Services
Due Diligence
Exit Planning
Business Combination Accounting
Private Debt
Post-Merger Integration
Industries: Industrial Manufacturing and Private Equity