Brad brings over 15 years of experience in financial planning and analysis, financial sponsors, and investment banking with a focus on helping clients achieve their strategic goals. He began his career as a sell-side equity research associate specializing in the retail, restaurant, grocery, and food service industries before transitioning to investment banking with a Fortune 500 firm. There Brad collaborated with private equity firms and strategic buyers on financial due diligence, acquisition target identification, and middle-market transactions showcasing his expertise in competitive positioning and operational opportunities.
With advanced financial modeling skills (LBO, DCF, and merger models) and proficiency in tools like Excel, Power BI, Oracle Hyperion, and NetSuite, Brad excels at delivering actionable insights. His commitment to tailored, value-driven solutions and his ability to adapt to evolving client needs solidify his reputation as a trusted financial partner across an array of industries.