With a foundation in consulting, M&A advisory, and operational leadership, Flow Strategic delivers a unique blend of strategic insight and hands-on execution.

• Entrepreneurial Roots & Business Acumen: 10+ years partnering with business owners to understand their unique challenges, pressures, and opportunities. A sound, owner-centric perspective drives every engagement.

• Proven M&A Expertise: Leveraging 8+ years in investment banking with transactions totaling over $700M in enterprise value to understand what drives valuations, mitigates risks, and delivers a strong outcome.

• Diverse Strategic Consulting: Cross-industry experience across services and technology businesses (including HRTech, FinTech, Professional Services, Real Estate, and Home Services), to bring best practices to your strategy, transformation, and value creation efforts.

• Hands-on Operational Leadership: 2x COO and Managing Director with a track record of scaling businesses and building sustainable systems, to deliver practical experience, not just theory.