The best partnerships have a common theme of combining operational and capital levers to their fullest potential. This tactic, when powered by a deep understanding of specific business and macro trends, empowers founders to build for longevity and strong outcomes.
Fulcrum’s DNA as former operators suits this playbook well. Our team is clear at the onset of a partnership that we’re going to be engaged investors and operators. We bring a strategic outlook to the table that combines insights into your company’s market with our leadership team’s own knowledge. This in turn provides companies with the tools and resources needed to architect a path to value creation – and get paid for it at exit.
What does that look like for the companies we partner with? We’re going to be forthright and consistent with our expectations, we’re going to help our leaders focus on high-value priorities that create shareholder value, and meanwhile, we’re going to hold our leaders accountable. We help founders grow and stretch without micromanaging by being a trusted business advisor to with an open-door policy.
As a former collegiate athlete, I’ve been on a team basically my whole life – good ones and bad ones – and Fulcrum’s is a highly effective team that pursues a common outcome and a common goal. The goal-oriented leadership style of the Fulcrum team and the supportive environment that Fulcrum promotes has led to mutual respect & mutual trust among the group. The result is a culture led by collaboration, camaraderie and success. It’s been a pleasure to call myself a team member since I joined as a junior-level Associate in 2016.
Outside of Fulcrum, I enjoy supporting Georgia and Florida’s thriving entrepreneurial community through a wide variety of organizations. I am the current Chairmain of the Young Southern Capital Forum, and a current Board of Directors member and Selection Committee member at Florida Venture Forum. In addition, I am a past Board of Directors Member of the Fellowship of Christian Athletes, Technology Association of Georgia, and Georgia Tech Business Network. I have also worked closely with Venture Atlanta as a former Selection Committee Member and a former Mentor at Techstars ATL.
Fulcrum Equity Partners
- Vice President, 2016 – Present
- Vice President of Finance, 2020 – 2022
Citizens M&A Advisory
- 2014 – 2016
- 2013 – 2014
Georgia Institute of Technology, Scheller College of Business
- B.S. in Business Administration, concentration in Finance
- Cum Laude
Georgia Institute of Technology Varsity Baseball Team
- 4-year letter winner
- Captain of GT’s 8th ACC Championship team