As an #smbtwit newbie, wanted to introduce myself. Short 🧵👇.
Born and raised in Canada. Moved to US for grad school. Then to bulge bracket IB (DLJ / Credit Suisse) to do M&A and sponsor coverage in NYC. (2/8)
Move to SF in 1999 to join the tech M&A team. Always infatuated with tech and saw some of the craziness at the end of the dot com era. Then, DLJ got acquired by Credit Suisse and I became a member of the CS tech team – a powerhouse practice. (3/8)
In 2001, moved to LA to get back to sponsor coverage w/ the DLJ LA team (now CS). Spent about a year before the 9/11 mess changed the game. Teamed up with a family office and mid-market PE firm to source deals. Yep, I was a fundless sponsor in way back in 2002. (4/8)
Jumped full on into middle market M&A and joined Lincoln International in 2006, then Evergreen Pacific Partners (a mid-market firm) in 2009. In 2012, I moved to the operations side and started a company building software for the financial services industry. (5/8)
That evolved into a training business in 2016 and we’ve been doing live training ever since, focusing on virtual since the beginning. When COVID hit, we were way ahead of the curve in terms of virtual delivery of live learning experiences. (6/8)
Now, we’re building an SMB family of live training businesses focused on the corporate, education, and gov't markets. How do we add value? Upgrade virtual / hybrid delivery, introduce automation / processes, quick cadence content creation, and providing shared services. (7/8)
Excited to be a part of the #smbtwit family! 🙏 /end
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