I'm a partner at Trailhead Partners, where I spend most of my time working with manufacturing and industrial services companies. We help them sell, find a capital partner, or turn over to the next generation.
I write about what I'm learning as I build and deploy internal tools to scale our business without scaling our overhead. Most of my trials fail. I'll write about those too.
Outside of M&A, I'm often flying airplanes, playing golf poorly, fly fishing, and chasing my three kids around.
A single agent layer with firm-wide context, coded guards, and an immutable record. Administrator, analyst, and thinking partner in one.
View →Sources, dedupes, researches, and scores likely acquirers for a transaction — from 8+ sources to a ranked, evidence-backed list.
View →Suggests sourced answers for every open diligence item. The banker approves, edits, or rejects — the last mile is always human.
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