The Managing Partner of StillWater Investment Group has many years of experience in finance and accounting. He has held the position of Chief Financial Officer of both independently owned and private equity backed middle-market companies within the technology and software, logistics, and warehousing industries with revenues ranging from $20M to over $50M. Earlier in his career, he held various roles such as Financial Analyst, Finance Manager and Accounting Manager for $150M+ topline companies within the waste and medical industries.
His experience broadly consists of buy and sell side mergers and acquisitions, including business valuation and negotiations, in-depth financial analysis, profitability and process improvement, strategic planning, ERP implementations, and capital raising.
He is a CPA and a member of Texas Society of Certified Public Accountants. He earned a Bachelor’s in Finance from the University of North Texas, followed by an MBA and a Master’s in Accounting from the University of Texas at Dallas. He was born and raised in Austin and he currently resides in Denton, TX with his family.
The Operations Managing Partner of StillWater Investment Group has extensive experience and a track record of success in operational management, sales, and strategic leadership. He founded his first business at the intersection of the technology, security and construction arenas in 2009, where he grew it from a bootstrapped start-up, to a regional leader with $10M+ in annual revenue. Garnering the attention of middle market private equity groups, he had a successful exit in 2021.
During his leadership, he was able to build a top-notch management team, which resulted in the company being honored in multiple publications, including twice being recognized as a top 10 company in the LSU 100, a ranking of the fastest growing businesses run by LSU graduates.
Prior to founding his company, he worked with Deloitte in their consulting practice advising Fortune 500 organizations on strategies to effectively mitigate risk and make informed and intelligent risk decisions to maximize profitability. The experience gained while at Deloitte helped him to strategically grow his company both organically and via mergers and acquisitions.
He earned a bachelor’s degree, then an MBA with a focus in Finance, from Louisiana State University. He was born and raised in Texas, and currently resides in Baton Rouge, LA.
The Business Development Managing Partner of StillWater Investment Group is a seasoned executive with over 20 years’ experience managing Sales, Finance, Marketing, Human Resources and Legal compliance. He has a broad array of experience with starting, growing businesses, and raising capital. He was one of four founding members, and Senior VP of the world’s first and largest online marketplace for real-time trading of A/R trade finance assets. Helping to build the company to an annual trading volume of >$750M, successfully raising $60M+ of capital through multiple rounds of venture capital financing, the Company sold a minority stake in 2011. The Company went on to be named the most innovative e-commerce company in the world for 2010 by the Wall Street Journal.
His most recent role was Chief Marketing Officer of a private equity backed software and hardware company headquartered in Dallas, TX. Through his marketing oversight he has been able to increase year over year revenue growth consistently by 15%.
Prior experience includes years of executive leadership of a leading regional IT and integrated security services company in Houston, TX. He joined that company in 2013, after successfully leading and structuring the strategic acquisition of a regional IT Services company. After a couple years of implementing the growth strategy, the Company was recognized as one of the top 100 fastest growing LSU graduate owned businesses, having ranked #2 in 2015 and #3 in 2016.
He earned a Bachelor of Science degree in Business Administration from Louisiana State University, and an MBA from Loyola University in New Orleans, LA.
