Mike graduated from Lafayette College in 1996 with dual degrees in Economics & Business and German. He joined Management Planning, Inc., a financial advisory firm focused on business valuation. As a financial analyst Mike rendered financial advice and determined the valuation of securities to over eighty private clients for estate taxes, fairness opinions, sale, merger and buy/sell agreements, including one of the largest privately held companies in the US.
Mike’s next position was as an associate at White Williams Private Equity Partners in Austria, a venture capital and private equity firm. White Williams managed over $200 million invested in twenty-five companies through five investment funds. Mike began as an Associate working on all phases of the investment lifecycle and was promoted to Director of Research.
Mike then returned to the US to earn his MBA at the Kellogg School of Management at Northwestern University. He earned four majors at Kellogg including management and strategy, operations, marketing, and analytical consulting. After an internship at the Boston Consulting Group in Germany, Mike joined Archstone Consulting, a boutique strategy and operations consulting firm. He served clients in a variety of industries on numerous functional issues (strategic planning, supply chain, strategic sourcing, finance transformation, change management).
Mike’s next role was as Senior Manager of Corporate Development and Planning at Purepay Capital, a $100 million private equity firm focused on the financial technology and payment processing sector. He was responsible for planning and development activities with executive management of portfolio companies and for analyzing industry trends. Mike led various strategic and tactical projects as directed by Purepay’s CEO.
Mike is currently Managing Director at Summit Global Advisors, a boutique management consulting firm focused on helping companies develop and execute strategies to drive and fund growth.