Chief Operating Officer
Chief Operating Officer
I have been a part of the BaldwinClarke family since 2014, having joined the firm as COO to provide strategic support and operational guidance to our company and our various service offerings. From a client perspective, I spend most of my time working with our investment banking team and our entrepreneurial clients on M&A, strategic advisory and valuation engagements. My career has been exclusively spent in the financial services field, ranging from corporate finance and investment banking-related work to private equity experience. Prior to joining BaldwinClarke, I served as a senior financial analyst for Triumph Investment Managers, LLC, a community bank-focused private equity firm that was headquartered in Bedford, NH. My background also includes strategic consulting, specifically to the community banks, in addition to being a CM&AA and a trainee of the Investment Banking Institute. Outside of work, I currently live in Newmarket, NH with my wife and two boys. Alongside serving as a youth sports coach, I enjoy active hobbies such as hockey, biking, golf and skiing.
M&A and Private Equity
I help represent lower middle market companies in transition successfully execute purchase or sale transactions. We craft and facilitate comprehensive M&A processes that include pre-transaction planning and valuation advisory all the way through deal structuring, negotiations and closing. Similar to our firm’s focus, my time is largely spent with private, closely-held companies, many of which are family-owned and have unique goals and objectives. My investment banking background has been dovetailed with my experience in private equity industry. Prior to my tenure at BaldwinClarke, I spent over 10 years working at a niche private equity fund that focused on the financial services sector.
As part of our firm’s valuation platform, I work regularly with our clients and BaldwinClarke’s credentialed appraisers to provide formal business valuations for a wide range of financial and corporate planning purposes. Our appraisal services are designed to work closely with our clients to ensure our understanding and deliverables are well-suited and can be utilized to provide defensible documentation for estate, gifting, and compensation initiatives. I also often work with our firm’s valuation clients from a strategic perspective, helping to provide insight and direction to entrepreneurs and family-run businesses as to the value of their companies in various contexts.