• Cerity Partners, a leading independent wealth management firm and portfolio company of Genstar Capital, in its combination with Agility, a provider of outsourced chief investment officer solutions
  • Accuserve Solutions, a portfolio company of Aquiline Capital Partners, on a majority investment from Flexpoint Ford

  • Cetera Financial Group and Genstar Capital on Cetera’s equity reinvestment from Genstar

  • CIP Capital portfolio company Benefit Resource, LLC, a leading provider of pre-tax benefit accounts and COBRA administration services, in its sale to Millennium Trust Company

  • Flagstone Foods, a portfolio company of Atlas Holdings, in its acquisition of Emerald Nuts from Campbell Soup Company

  • Cetera Financial Group, a portfolio company of Genstar Capital, in its acquisition of the retail wealth business of Securian Financial Group

  • Court Square Capital Partners and its portfolio company, Medical Knowledge Group, in connection with the acquisition of Conisus

  • Investment management company Brinker Capital in its merger with Orion Advisor Solutions

  • Aquiline Capital Partners in its agreement to acquire human resources outsourcing provider CoAdvantage from Morgan Stanley Capital Partners

  • Tenet Healthcare Corporation and its subsidiary United Surgical Partners International in the planned acquisition of SurgCenter Development’s ownership interests in 92 ambulatory surgery centers (ASCs) for $1.2 billion

  • BrightSpire Capital, Inc., formerly known as Colony Credit Real Estate, in the $223 million sale of a portfolio of development and non-accrual investments



University of Virginia School of Law, J.D., 2017 Tulane University, B.A., 2014

Bar Admissions

New York, 2018