Public Market Success
Led cbdMD, Inc. from inception to a successful IPO on the NYSE in November 2017, achieving a $400 million market capitalization and inclusion in the Russell 3000 Index while building a nationally recognized consumer brand.
Capital Raised & Deployed
Secured over $100 million in equity and debt financings for cbdMD, Inc. (NYSE: YCBD), enabling the company to scale operations nationally, build a multi-channel distribution network, and fund a strategic $135 million brand acquisition.
Strategic Acquisition
Led Adara Acquisition Corp.'s $115 million IPO on the NYSE in February 2022 and guided the SPAC through a $600 million acquisition of Alliance Entertainment in June 2023, creating significant value for investors.
Business Transformation
Successfully guided Stone Street Capital through the resolution of complex financial challenges arising from external fraudulent activity, ensuring the return of significant assets to investors through disciplined restructuring and legal strategy.
Institutional Investment
Served on the boards and governance committees of multiple NYSE-listed investment funds, including the Barings Global Short Duration High Yield Fund (NYSE: BGH), contributing to sound fiduciary oversight and investor protection from 2012 to 2022.
Enterprise Growth
Built Global Capital Partners, Inc. (NASDAQ: GCAP) from a startup into a global investment bank with over 500 employees, 27 international offices, and billions in assets under management — demonstrating the ability to scale a complex financial services organization across international markets.
All outcomes presented reflect verified, publicly available information. Specific financial figures are cited only where they appear in public filings, press releases, or verified company disclosures.