Private investor / independent sponsor focused on founder-owned, profitable lower-middle-market businesses.I am a senior financial services executive and private investor seeking to acquire or invest in high-quality founder-owned businesses, particularly in B2B services, financial infrastructure, pa…
I am a senior financial services executive and private investor seeking to acquire or invest in high-quality founder-owned businesses, particularly in B2B services, financial infrastructure, payments, compliance, data/analytics, software-enabled services, insurance services, wealth/asset-management services, and niche professional services.
I am most interested in asset-light companies with durable customer relationships, recurring or repeat revenue, strong margins, and opportunities to professionalize sales, finance, partnerships, governance, or capital strategy. I am open to majority acquisitions, minority growth investments, recapitalizations, and succession-oriented structures where the founder wants a thoughtful long-term partner.
My background is in institutional financial services, corporate banking, asset management coverage, capital allocation, risk evaluation, and senior relationship management. I bring a disciplined buyer mindset, discretion, responsiveness, and the ability to help companies navigate more sophisticated customers, partners, and capital providers.
Team (1)
Sectors Marshall Private Investments serves:
Business Services
Technology
Consumer Services
Financial Services
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