Managing Director and Partner. Clear Growth is an established advisory and placement boutique investment banking firm based in Scottsdale. Clear Growth Capital serves CEOs of midsized companies in western states with two major areas of focus: growth capital options for midsized businesses and M&A services. Mergers & acquisitions includes pre-consulting, valuation, confidential campaigns, qualifying prospective buyers, negotiations, and due diligence. For capital options services, Clear Growth serves strong emerging growth companies: developing private capital options over $1 million with equity or debt from venture and private capital groups as well as institutional funds. www.cleargrowthcapital.com. FINRA compliant and licensed individuals. Former investment banking firm was Windstone Capital Partners.
Founding Board Member, Arizona Business Council 2013, association of professional advisors
Past Chair-KAET-TV Advance Committee for Eight (ACE)
Former VP and Board- Enterprise Network
Memberships: Assn for Corporate Growth; Turnaround Management Assn, etc.
Former: M & A Source and International Business Broker Assn
Former member of 3 Phoenix Chamber committees
Scottsdale Chamber- former Economic Development Committee
Co-Founder & Past Board- North Scottsdale Chamber of Commerce
Various charitable organizations such as American Cancer Society Golf Committee
Former: Board-Arizona Business Brokers Association
Arizona Small Business Association- business mentor and make-over programs
Other Professional Experience
Managing Director, Association for Quality & Participation/American Society for Quality
Executive V.P., Building Owners & Managers Association, Orange County (CA)
Partner/V.P., Travel Destination Company. Consulting firm to destinations. Also, Founder of Travel & Meetings Digest news journal.
· President, Los Angeles Convention & Visitors Bureau, Inc.
President, Long Beach Convention & Visitors Bureau, Inc.
V.P. of Marketing, Phoenix Convention & Visitors Bureau, Inc.
Other Professional Development and Education
BA Degree, University of Houston, Broadcast Management/Journalism; MBA work.
Former Certified Association Executive (CAE) credential; Amer. Soc. of Association Executives.
AZ Real Estate License
Past Professional Affiliations
Served on boards/committees of ASAE, IACVB, NTA, TIA, CA Tourism Corp. etc.
Vice Chair, U.S. Senate Travel Industry Advisory Council.
Civic: Church leader. Local charities. Former Civil Air Patrol PR officer; Boy Scout Leader Military Service: USAF and USNR: Public Affairs Officer (LT) and air intelligence for pilots.
Short Business Desc.: Clear Growth is an established advisory and placement boutique investment banking firm based in Scottsdale. Clear Growth Capital serves CEOs of midsized companies in western states with two major areas of focus: growth capital options for midsized businesses and M&A services