Entrepreneurial financial services executive with 17 years of experience building, managing, and successfully monetizing a relationship-driven business. I am now focused on acquiring and operating an established lower middle-market business in the North Houston area, with a preference for essential…
Entrepreneurial financial services executive with 17 years of experience building, managing, and successfully monetizing a relationship-driven business. I am now focused on acquiring and operating an established lower middle-market business in the North Houston area, with a preference for essential service businesses serving commercial, industrial, property, or facility-based customers.
My ideal acquisition is a durable, locally rooted company with strong customer relationships, repeat or recurring revenue, and a team-oriented culture. I am focused on long-term ownership, operational improvement, employee retention, and sustainable growth.
Having advised small and mid-sized business owners on succession planning, wealth and risk management, employee retention, and enterprise value creation, I understand the importance of a thoughtful transition. I am seeking to provide a stable succession path for a retiring or transitioning owner while preserving the company’s reputation, caring for its employees, and building on the foundation already in place.
Team (1)
Sectors Cardinal Hill Management, LLC serves:
Business Services
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