• Originated and sourced lower-middle-market deals across 23 retained searches spanning Industrials (Aerospace & Defense, AgTech) and Services (Business, Facility, Government, Healthcare, Professional, and Residential), while managing the full origination lifecycle and mentoring interns, analysts, and associates in sourcing, financial modeling, and market analysis.
• Led the sourcing and marketing of sell-side and proprietary transactions, identifying and engaging financial and strategic buyers nationwide to maximize outcomes.
• Drove M&A pipeline growth through targeted outreach, industry research, and competitive analysis—identifying acquisition targets, refining investment theses, and conducting preliminary valuations to support investment decisions.
• Increased lead-to-IOI conversion and outreach velocity by redesigning CRM workflows and automating reporting.
• Sourced and qualified add-on acquisitions for CriticalPoint Capital portfolio companies, collaborating with the investment team to execute strategic growth initiatives.
• Facilitated 640+ client introductions and 95+ in-person meetings, generating 37 IOIs/LOIs and resulting in 10 closed deals totaling $100M+ in enterprise value.
• Alcanza (Martis Capital) – acquisition of Innovation Medical Research
• Tech24 (Vestar Capital Partners) – acquisitions of TotalTech and Pronto Repairs
• A New York family office – acquisition of a New England residential roofing company
• A national residential services platform

Sourced thousands of bootstrapped companies in the Accounting and IT sectors using Grata and PitchBook. Engaged 1,000+ targets, contributing to two deals reaching the LOI stage.

Supported due diligence on active M&A targets by assisting with financial modeling, stakeholder communications, and purchase agreement review.

As an intern, executed M&A strategy by developing target lists, performing scenario modeling, and analyzing revenue concentration risk to model post-acquisition growth.