
Informatica
Enterprise data integration and cloud data management. A journey from take-private to public markets to acquisition.
Technology investor.
Board director.
Always a tinkerer.
A little about my work, and the companies I’ve helped along the way.
My work sits at the intersection of technology and investment. Previously at CPP Investments, I led and managed investments across enterprise software, IT services, and technology-enabled businesses globally.
Earlier chapters took me through restructuring, private equity, and investment banking at Miller Buckfire, DLJ Merchant Banking, and Friedman Billings Ramsey.

Enterprise data integration and cloud data management. A journey from take-private to public markets to acquisition.

Autonomous vehicle technology and a subsidiary of Alphabet. Invested in the 2020 Series A and later rounds.

Enterprise cybersecurity software and services. Take-private in 2022.

Enterprise experience management platform. Take-private in 2023.

Global digital engineering and product development services. Bought in 2017 and sold to Hitachi in 2021.

B2B marketplace and hotel distribution platform connecting travel buyers and hotel suppliers worldwide.
A space for things I’m building and experimenting with.
An open-source Windows Excel add-in for financial modeling, with keyboard shortcuts for formatting and navigation, formula auditing, and model checks. Trying to build what DealMaven used to do!
Try ExcelAccel on GitHubA learning app built around content module topics selected by the user. Gamified lessons and tests make learning engaging, with progress tracking to help you see how far you’ve come.
Technology investing, private equity, and a few chapters before.
Managing Director, Co-Head of Technology,
Direct Private Equity
Led technology-focused private equity investing across enterprise software and IT services globally.
Restructuring Advisory
Debtor and creditor side restructuring advice across multiple industries.
Private Equity
Middle-market private equity investing across multiple sectors.
Investment Banking · Mergers and Acquisitions
Booth School of Business · MBA
Chicago
Bachelor of Science
Winston-Salem