Eight transactions as principal. Two to seven times value creation.
Executed as principal, equity participant, or fee-plus-equity advisor, not as outside counsel. Capital at risk, operational accountability, outcomes measured in multiples. Counterparty identities withheld.
2016 · Equity Participant
+$3.2Mrevenue · 12 mo
Agricultural Compliance Division Launch
Agriculture · Fee + Equity
Designed and launched a compliance services division for a $3M firm, from concept through go-to-market. EBITDA moved from low single digits to double digits through compliance-premium pricing and operational standardization. Equity retained.
2018 · Principal
4.1xrevenue · 12 mo
Legal Services Platform Acquisition
Legal Services · Self-Financed LBO
Acquired a distressed eight-employee legal services operation through a $111K self-financed LBO funded by the target's own cash flow. Rebuilt pricing, added service lines, automated intake. Expanded EBITDA margin 22 points and absorbed the asset into existing legal infrastructure.
2019 · Fee Advisory
>30%IRR improvement
Distressed Debt Portfolio Underwriting
Financial Services · $14M deployment
Guided allocation of $14M into distressed debt portfolios. Built a risk-weighted underwriting model incorporating collection probabilities, chargeback patterns, and FCRA and AG enforcement exposure. Reduced volatility and improved the return profile.
2019–2020 · Fee Advisory
$319Kcash-flow swing
HUD-Regulated Housing Portfolio Restructuring
Affordable Housing · 167 units
Led the operating and financial restructuring of a distressed 167-unit HUD-regulated portfolio running at a deficit. Engineered a $319K positive cash-flow swing through compensation restructuring, cost reallocation, and compliance-driven policy redesign. Restored lender confidence.
2020 · Equity Participant
6.2xrevenue · 9 mo
Regulated Market Entry, Cannabis Transportation
Transportation · Fee + Equity
Built the compliance, operational, and logistics model enabling a NEMT operator to launch cannabis-distribution routes under newly enacted New York regulations. Designed the regulatory framework and route economics from zero. Revenue expanded 6.2x within nine months. Equity retained.
2022 · Advisory
4x+revenue · Year 2
Distressed Consumer Retail Acquisition
Consumer Retail · SBA 7(a) · $1M asset
Led diligence, underwriting, and acquisition support on a $1M distressed asset and secured $750K in SBA financing. Eliminated $275K in annualized costs in the first 90 days through contract renegotiation and sourcing restructuring. Revenue grew 3.1x in Year 1 and exceeded 4x by Year 2.
2023 · Principal
7xrevenue · 14 mo
Personal Services LBO & Service-Line Expansion
Personal Services · $130K LBO
Structured and executed a $130K LBO for a distressed business with under $150K in historical revenue. Added service lines, negotiated a TIA-backed lease for buildout capital, and redesigned throughput and layout. Revenue grew 7x within 14 months. Highest single-asset multiple in the portfolio.
2026 · Principal
+$41K/mofrom −$25K/mo
New York Criminal Appellate Practice
Legal Services · Acquisition to 100% · Buy–Hold–Exit
Acquired the New York entity of a criminal appellate practice after the prior owner's forced divestiture, then stepped to 100% ownership. Took the firm from a $25K monthly deficit to a $41K average monthly profit across the hold through repriced services, a rebuilt sales process, and an operating system built from zero. Exited through a sale in 2026, retaining the origination engine and methodology. Nominal capital in, value harvested through the hold.