Tim serves as a Vice President of the firm, is integral in client transactions, provides guidance to owners on transition, and serves as a liaison with other professionals.
As a Vice President, Tim focuses on identifying strategic and financial prospects, performing market research, financial modeling, completing due diligence, and preparing offering memoranda. He regularly works with entrepreneurs, small- to middle-market corporations and family-owned businesses.
Prior to joining the firm, Tim worked as an Analyst in sell-side equity research with Longbow Research specializing in corporate valuation of publically-traded consumer durable and transportation & logistics companies.
Tim’s educational background specialized in Economics Management. He received his Bachelor of Arts from Ohio Wesleyan University where he remains an active alumnus. He also maintains the FINRA Series 7, 63, 86, and 87 licenses.
Outside of work, Tim resides in Cleveland where he is active in competitive sailing, and regularly competes in both marathons and triathlons.