Representative Engagements

Led merger of four defense subsidiaries under

parent holding company to include legal,

infrastructure, policies and systems in order to maximize

shareholder value and income-multiple expansion. Drove

organic growth through new customers, vendors, and

contracts, as well as a developed suite of services.

Year-over-Year Revenue Growth +82%,

Net Income +106%.

For minority/woman owned small business, implemented

business and management infrastructure to include CRM,

websites, social media, management reporting, and HR documentation.

Year-over-Year Sales + 67%.

Built investment practice into nationally recognized comprehensive wealth management firm. Startups and

acquisitions in asset management, investment banking, insurance, lending, and real estate. Grew to billion dollars

assets, 100 associates, and 3,000 personal and

commercial clients in 48 states and 5 countries.

+36% Avg. Ann. Growth Rate over 20 Years.