I invest in and operate companies across a range of industries, helping measure and deliver the outcomes that give founders optionality and reduced risk for investors.
Most people pick a lane. I've spent my career working in the space between them.
Green Valley Partners is my personal firm. For the past four years it has been the vehicle for nearly everything I do: the consultancy behind the operating work on this site, and the advisory practice behind the investments alongside it.
The work runs the full range. On one side, strategic consulting across capital, strategy, and operations, carve-outs, take-privates, and turnarounds included. On the other, advising investors on specific opportunities worth backing, then structuring and syndicating the capital, setting the direction, and standing up the revenue operations, finance functions, and go-to-market motion to actually get there.
Across roughly $2B in transactions advised, that range has played out in wildly different industries: AI and enterprise SaaS, deep tech, clean energy, and real estate, where a large share of the work has always lived. The throughline isn't a sector. It's the ability to move between the boardroom, the cap table, and the operating floor.
Sourcing off-market opportunities, structuring debt and equity, and syndicating capital from investors to acquire businesses, including take-privates and carve-outs.
Setting where a company goes after the deal closes, the go-to-market motion, the growth thesis, and the operating plan that turns a business case into a roadmap.
Standing up post-close operations and driving to stabilization, finance, revenue operations, and sales, then building the engine that compounds the growth.
An enterprise messaging platform powering engagement for nonprofits, healthcare, government, and political campaigns, carved out of public company Upland Software (Nasdaq: UPLD) through a take-private transaction.
I syndicated capital from investors to help acquire it, and I'm operationally embedded in the business: leading finance and revenue operations and helping drive the go-to-market. It's the clearest example of the bridge, on the cap table and on the operating floor at once.
A B2B, service-based business building and operating an end-to-end virtual production ecosystem for film, TV, live events, and broadcast. The goal is to become the Dolby of virtual production: certified talent, studio infrastructure, and software combined into one accountable, repeatable workflow.
A completely different industry from enterprise SaaS, and that is the point. Here I work on strategy and the evolution of the company, from the Synapse Certified recurring-revenue model to education partnerships with USC, Texas A&M, and RIT, and credits that include Grammy-nominated work.
AI-powered virtual voice assistant automating enterprise communications at scale, up to one million calls per day. Built and executed the U.S. go-to-market for financial services.
Clean-energy finance company developing solar projects for faith-based organizations, schools, and nonprofits.
Real estate development and investment firm specializing in urban infill across primary markets in CA, TX, and FL, with 20+ years of operating experience.
Debt and equity, carve-outs and take-privates, spanning AI, enterprise SaaS, virtual production, clean energy, and commercial real estate.
These are the transactions that built my analytical and professional foundation, and ultimately led to the creation of Green Valley Partners. The work ran from analyst seats to principal, spanning ground-up development, acquisitions, dispositions, refinancings, and note purchases. Real estate never left the picture: I still invest personally in multifamily and single-tenant assets alongside prior colleagues.
| Type | Location | Asset | Deal size |
|---|---|---|---|
| Development | |||
| Development | Hallandale Beach, FL | Mixed-use | $310.0M |
| Development | North Miami Beach, FL | Mixed-use | $165.0M |
| Development | Houston, TX | Mixed-use | $145.0M |
| Development | Miami, FL | Mixed-use | $144.0M |
| Development | Pico Rivera, CA | Mixed-use | $110.0M |
| Development | Washington, DC | Mixed-use | $65.0M |
| Development | Westlake, Los Angeles | Urban infill | $10.0M |
| Development | Fairfax, Los Angeles | Urban infill | $7.8M |
| California portfolio | |||
| Purchase | Van Nuys, Los Angeles | Urban infill | $21.3M |
| Purchase | Beverly Hills, CA | Urban infill | $15.0M |
| Purchase | Gardena, CA | Industrial | $14.3M |
| Purchase | Pasadena, CA | Urban infill | $9.4M |
| Purchase | West Los Angeles | Urban infill | $6.1M |
| Purchase | Los Angeles, CA | Urban infill | $5.7M |
| Purchase | Pico Rivera, CA | Urban infill | $4.4M |
| Purchase | Southern California | Urban infill | $4.3M |
| Purchase | Beverly Hills, CA | Urban infill | $1.1M |
| Note purchase | Beverly Hills, CA | CRE note | $5.4M |
| Sale | Baldwin Hills, Los Angeles | Urban infill | $24.0M |
| Sale | Carmel-by-the-Sea, CA | Coastal parcels | $11.0M |
| Sale | Beverly Hills, CA | Urban infill | $8.3M |
| Sale | Koreatown, Los Angeles | Urban infill | $7.4M |
| Sale | Mid-City, Los Angeles | Urban infill | $4.0M |
| Sale | Koreatown, Los Angeles | Urban infill | $3.1M |
| Refinance | Hollywood, Los Angeles | Urban infill | $9.9M |
| Refinance | Westlake, Los Angeles | Urban infill | $7.2M |
| Refinance | Beverly Grove, Los Angeles | Urban infill | $5.6M |
| Refinance | Koreatown, Los Angeles | Urban infill | $5.2M |
| Refinance | Mid-Wilshire, Los Angeles | Urban infill | $3.2M |
| Refinance | Fairfax, Los Angeles | Urban infill | $2.3M |
| Refinance | Santa Monica, CA | Urban infill | $2.2M |
| Refinance | Venice Beach, CA | Urban infill | $2.1M |
| Refinance | Pico-Union, Los Angeles | Urban infill | $2.5M |
| Refinance | East Hollywood, Los Angeles | Urban infill | $1.9M |
| Refinance | Koreatown, Los Angeles | Urban infill | $0.8M |
| Net-lease portfolio | |||
| Refinance | Las Vegas, NV | Medical, single-tenant NNN | $9.0M |
| Purchase | Fort Myers, FL | Single-tenant NNN | $7.4M |
| Refinance | Orlando, FL | Single-tenant NNN | $4.9M |
| Sale | Hainesville, IL | Single-tenant NNN | $4.8M |
| Sale | Roswell, GA | Single-tenant NNN | $4.8M |
| Purchase | Lawrenceville, GA | Single-tenant NNN | $2.2M |
| Purchase | Cape Coral, FL | Single-tenant NNN | $2.1M |
| Refinance | Savannah, GA | Single-tenant NNN | $1.6M |
Locations are generalized and entity names withheld for confidentiality. Deal sizes are transaction-level totals at closing, rounded. Full detail available in private conversations.
A running journal on building companies through the rise of AI, from financing raw compute in 2022 to an agent-driven present. One long ascent, dated as it happened.
I source and structure off-market opportunities, carve-outs and take-privates, and syndicate capital to invest alongside the people who back them. The same person who underwrites the deal operates it.
Strategy, capital, and operating help for a company already in motion, a new market, a new go-to-market, or a transaction that needs to be gotten right.
Post-acquisition stabilization, revenue operations, and go-to-market, hands-on and accountable, the kind of work that stands the engine up and keeps it running, not advisory from a distance.
A company, an opportunity, or just an interesting problem somewhere in capital, strategy, or operations, I'm glad to hear from you.