I help M&A advisors and brokers close more deals by fixing what’s usually broken behind the scenes: follow-up, pipeline tracking, and deal visibility.In most firms:Leads sit in inboxes too longFollow-ups are manual and inconsistentCRM data is incomplete or ignoredThis creates silent deal leakage…
I help M&A advisors and brokers close more deals by fixing what’s usually broken behind the scenes: follow-up, pipeline tracking, and deal visibility.
In most firms:
Leads sit in inboxes too long
Follow-ups are manual and inconsistent
CRM data is incomplete or ignored
This creates silent deal leakage.
I build lightweight automation systems that plug directly into your existing workflow to capture deal flow, automate outreach, and give you a clean, reliable pipeline.
Background in sales and marketing across construction tech and real estate, with experience around high-value transactions and long sales cycles.
Team (1)
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