Investment Banking Throughout his career, Mike has served the both public and private middle-market businesses with a broad array of strategic financial advisory services, including capital formation, with primary focus on merger and acquisition advisory services. Mike has completed 100 transactions over the course of his career in excess of $4.0 billion in transaction value. Mike was a co-Founder of St. Charles Capital (“SCC”), a leading M&A boutique headquartered in Denver. Mike served as the firm’s President from 2007 to 2014 growing the firm to 25 investment bankers while being the firm’s leading producer. Mike led the sale of SCC to KPMG in 2014. At KPMG, Mike was the Global Head of TMT (“Technology, Media and Telecom”) M&A with a dedicated team of 200 investment bankers focusing on middle-market TMT M&A in over 80 countries. Mike retired from KPMG in August 2016.
Private Equity Investing: Mike also led SCC’s and its predecessor firm’s merchant banking efforts investing growth, buyout and recapitalizations. The partners SCC and its predecessor firms invested over $4 million of their individual capital resulting in returns well in excess of private equity market returns. Mike continues to be actively invest in lower middle-market growth equity and buy-out transactions for his own account through Morning Glory Capital LLC.
Company and Board Advisory Services: Mike currently serves as a Senior Advisor to CoorsTek, Inc., the global leader in advanced industrial ceramics with ~$1.0 billion in annual revenue. Since 2003, Mike has been the lead advisor to CoorsTek advising on over $1.3 billion in transactions in helping to building the company to be the global market leader in advanced industrial ceramics. Mike currently serves as lead director of the board of directors of a publicly traded company in the building materials market. In the past, Mike has served on eight for-profit boards, including 3 other public company boards.