Managing Director
and access,
As a Managing Director, Leo leads a talented Transaction Team that develops clients’ marketing collateral, promotes opportunities with prospective buyers, proactively manages prospects and the process from origination to close, and provides continuous access to the clients. The value he brings to clients and the team stems from his unique experiences. As a military veteran in the Navy Nuclear Propulsion Program and as an engineer, he focuses greatly on processes and goals, and can support even the most complex businesses. With many years of experience as a successful P&L operator, from $10 million businesses to $800 million global divisions, he analyzes businesses to help identify the keys that will position clients for a successful sale. And with more than 20 years of M&A experience (both corporate and private equity related), he brings a keen perspective to the deal process, including a strong buy-side viewpoint to anticipate challenges and opportunities and get the most for clients.