Bio

Zach co-founded Crosse Partners with the goal of combining his family business and entrepreneurial background with over 15 years of buy- and sell-side investment work. His experiences provide a unique perspective on the issues and challenges facing small, family-owned businesses as they look for liquidity and/or as they transition to larger, more balanced organizations. His primary responsibilities include evaluating new acquisition candidates, financing and closing transactions, as well as the on-going supervision and long-term financial development of portfolio companies. Prior to Crosse Partners, Zach led valuation and due diligence engagements on over 100 private companies with revenues ranging from $2 to $100 million. Critical tasks performed under his leadership included industry research, financial/valuation modeling, credit analysis and other qualitative tasks throughout the transaction. As a result of his work, over $300 million of liquidity was created for families and entrepreneurs through a range of creative and mutually beneficial transactions. Other prior experiences include: co-founding an online retailer of previously-owned vehicles and serving as an equity analyst with a $30 billion mutual fund. At the online retailer, Zach participated in structuring the early stage financing and negotiated a number of significant business development partnerships, which included winning a major contract to be the exclusive regional pre-owned vehicle retailer for the nation’s best-known automotive service brand. As an equity analyst, Zach served an institutional investor client base and covered the consumer/household products and food/beverage producers. Zach has played an active role in guiding a number of companies as a director and an investor, including leadership on the Board of Directors of three of Crosse Partners’ holdings. As a result of Zach’s involvement, Crosse Partners’ portfolio companies have experienced a smooth transition of ownership, the addition of key managers, improved financial and operational reporting capabilities, successful achievement of key milestones, and the implementation of defined growth plans. In addition to his responsibilities within Crosse Partners’ portfolio companies, Zach currently serves on the Advisory Boards of a national food coloring company as well as one of the largest automotive retail chains in the United States. Zach has an MBA from the University of San Diego and a BS in finance from Syracuse University. He is a Chartered Financial Analyst (CFA) and a member of the Financial Analyst Society of San Diego and the CFA Institute. Zach was also a member of the Syracuse University Lacrosse team winning two NCAA National Championships.