Embedded expertise. 1 to 5 days a week. On site, hybrid, or remote.
Personal Profile
Senior M&A advisor with 15+ years executing buy-side and sell-side transactions across the lower-middle market in the US, Canada and Europe. I embed with corporates or PE-backed platforms as a fractional Corporate Development Director, delivering deal sourcing, target evaluation, and transaction execution without the overhead of a full-time hire.
On site, hybrid, or remote. 1 day to 5 days a week.
I extend or build your team and act on your behalf. Embedded.
Services
Embedded advisory on a retainer basis
M&A strategy, integration planning, and bolt-on identification
Acquisition thesis development and target screening
Deal Origination
IOI, LOI and transaction structure
Valuation
Board and PE sponsor reporting
Due Diligence management
M&A communication strategy (post-merger)
Transaction management
Fractional wins on the numbers and on risk
Active buy-side mandates across K-12 tech services, HVAC/air filtration, MSP/cybersecurity, traffic control, automotive manufacturing, industrial services and more
Advised PE backed platform on MSP acquisition sourcing, valuation and closing
Fractional Corp Dev for heavy equipment field services in the US and Canada
Cross-border US/Europe distribution advisory (Mittelstand market entry)
Extensive lower-middle-market deal experience across 2 continents
Closed 71+ transactions
(References and tombstones on request)
Deal Sourcing & Pipeline Management
LOI/Term Sheet Negotiation
Cross-Border M&A
PE/Sponsor Communication
CIM & Investment Memo Preparation
Market Mapping & Competitive Analysis
M&A Integration Planning
Strong Leadership
M.B.A.
Fee Structure
Monthly Retainer/Daily Rate
plus
Small Success Fee on closing
Fractional is the better default when
→
Deal flow is lumpy, not constant (most platforms doing 2–4 add-ons/year, not 10+)
The CEO needs deal execution capability now, not in 2–4 months after a search
There’s no in-house infrastructure yet to manage a director-level hire (no corp dev function to plug into)
The board/sponsor wants to test the function before committing headcount
Cost discipline matters — sponsors scrutinize G&A add, and $120K–$180K/year is a much easier approval than $256K–$299K plus a permanent line item