As an expert in Mergers & Acquisitions (M&A) and Private Equity (PE) insurance services, I have spent my career fostering relationships with clients by offering a high caliber, white-glove experience. My ultimate goal is to provide exceptional service and seamless solutions to firms of all sizes. Whether it's working with a megafund or lower middle-market firm on their first acquisition or advising a Fortune 500 strategic buyer on a multi-billion-dollar deal, my focus remains on delivering the best possible results.

 

My approach is simple: I believe in a highly process-oriented approach that streamlines the entire engagement process, from due diligence to post-acquisition implementation, and strategy. By acting as an extension of the client team and working as a third-party insurance advisor alongside other workstreams like legal and accounting, I ensure that every detail is handled with care and precision.

 

With an MBA from USC Marshall School of Business, Chartered Property Casualty Underwriter (CPCU) designation, and experience on hundreds of transactions, I am positioned to deliver exceptional results. 

​

Contact me to see how I can help you achieve your business goals.

 

​