Professional Profile

In my 30 years of successfully leading over 150 corporate revitalizations and restructures, I have become particularly adept at consensual solutions, avoiding the expense and time of insolvency proceedings.  I have found this is especially valuable to the $15M to $100M mid-market where time and capital is constrained.

Typically I assume the role of advisor, working closely alongside the CEO/Owner and Management, but I have also acted as Chief Restructuring Officer and Chief Responsible Officer (sole Board member and Officer).

I founded Fidelis in 2012 to focus on the lower middle market, to provide a much needed economical solution to advisory in this market niche, where price sensitivity is high, but the rehabilitation and restructuring issues are the same.

Prior to founding Fidelis, I spent over 20 years with Kibel Green Inc., where I lead engagements in a wide range of industries and activities from attracting new debt and equity, to sales of companies, to development of new business strategies and plans, and in-court and out-of-court restructurings.

Before Kibel Green, I held several senior operating and financial positions in real estate development and manufacturing companies.  

After graduating from Lehigh University, I joined KMPG, where I rose to Senior Audit Manager in their New York, Atlanta and Washington DC practices.

My wife, Grace, and I split time between Whitefish, MT and Costa Mesa, CA, where we have raised 6 children and now 5 grandchildren.