President | CEO
2015 - PRESENT
Hill Capital Corporation
- Built a financial model and budget for the creation of a middle market growth capital fund.
- Presented to executives and boards of key partners—helping them make a decision to launch the fund.
- Secured seed funding from seven founding investors, including the Hill namesake, the James J. Hill Center.
- Recruited board members, including the CFO of one of the largest global asset managers (retired).
- Authored and made filings with the SEC and state securities agencies.
- Developed and executed retail and institutional fundraising; included more than 150 public meetings with 3,000+ people and over 50 meetings with institutional investors.
- Continued to support institutional fundraising by identifying, contacting, and meeting with investors.
Focus areas: Integrated Financial Statements, Pro Forma Financial Statements, CFO, Late-stage Funding, Finance Strategy, Fundraising
Co-Founder | Board Member
2010 - PRESENT
Inspiration Medical Technology, Inc.
- Co-founded the company with a successful healthcare sales and marketing business partner.
- Recruited board members and investors.
- Negotiated and executed a licensing agreement for a key product.
- Established the company's business plan and financial projections.
- Developed the company's corporate records, accounting system, and payroll.
- Built sales and marketing with a 1099 sales force, online presence, SEO (including a direct mentor at Google), social media marketing, and eCommerce store (including a successful Amazon store).
- Supported the company as a board member and with oversight of financial reporting; continuing to be one of the company’s larger shareholders.
Focus areas: Market Opportunity Analysis, Market Research, Corporate Finance, Startup Funding, Finance Strategy, Financial Planning & Analysis (FP&A), CFO
Managing Director
2003 - 2009
Northland Securities, Inc.
- Led over $30 million of financings in 2007 as the sole underwriter. The total transactional experience exceeded $200 million.
- Held senior positions as the director of research and senior analyst covering companies (medtech, consumer, and telecom) and overseeing the research on a growing universe of 50 public companies.
- Opened the first institutional equity accounts with over 30 clients in the first 24 months of establishing the firm’s sell-side research product.
- Quoted in major business publications such as Businessweek.
- Conducted management discussions and deal due diligence on over 50 companies.
- Completed valuations and financial modeling for private and public companies, including fairness opinions.
- Incubated Northland Directions, an asset-management arm of Northland Securities. Served as Governor of the Northland Directions Equity Fund from 2007 to 2009.
- Maintained direct communications with global asset managers, CEOs, CFOs, and board members.
- Originated Northland’s Equity Capital Markets practice including creating the research product, processes, and hiring the first team.
Focus areas: Fairness Opinion Reports, Valuation, Minority Investments, Public Companies, Private Equity Secondaries, Initial Public Offerings, Investment Banking, Corporate Finance, Finance Strategy, Mergers & Acquisitions (M&A)