Why Balance Capital?

For me, this isn’t about chasing a quick return. I’m not a private equity firm, and I’m not a competitor looking for synergies. I’m a former sales executive who’s committed to buying, running, and growing one exceptional business over the long term. 

Where private equity firms often prioritize cost-cutting and strategic buyers aim to fold your company into a larger operation, I take a different path. My goal is to preserve what’s working - your culture, your people, your legacy - and build on it thoughtfully. I’ll be directly involved in the day-to-day, working alongside your team and earning trust from the inside out.

I spent years as an M&A attorney helping founders navigate the sale of their business. I've seen firsthand how emotional the process can be - and how important it is to have a buyer who follows through, communicates clearly, and respects the work that's been done.

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I've also served on the executive team of a small business as SVP of Sales, where I drove meaningful growth leading a fully-remote team. I know what it's like to lead people, manage operations, and roll up my sleeves. 

I understand that every transition is unique. Whether you’re ready to step away completely or want to stay involved during the handoff, I’m committed to building a structure that works for both sides. And I always lead with empathy: your employees and customers will be treated with the same care and respect you’ve shown them.