Areas of Specialization
FINANCIAL PLANNING AND ANALYSIS (FP&A)
CASH FLOW MANAGEMENT / OPTIMIZATION
Michael brings more than 13 years of corporate finance, investment banking, private equity, and advisory board experience to ScaleHouse. Prior to ScaleHouse, Michael was the Vice President of Investments at Unison Investments, a family office making direct private equity investments in the lower middle market, focusing his efforts on consumer products companies. During this time, he also spent several months as interim CFO of portfolio company Zanoma, an e-commerce digital agency and marketing technology firm emphasizing the Amazon selling platform. Before Unison Michael spent nearly 5 years at Capital Research Partners & Co, a middle-market investment banking and corporate finance boutique providing strategic advice on a variety of M&A and private placement transactions across the capital structure. He was also a trader in the prime brokerage division at Celadon Financial Group, providing primary and co-coverage trading in multiple asset classes for hedge funds, family offices, and multinational banks. He began his career in New York as an analyst at BNP Paribas. In addition to his role at ScaleHouse, Michael is a Director at Oberon Securities, a New York City based investment bank where he advises companies on buy and sell side M&A, raising institutional debt and equity capital, and other strategic advisory initiatives. He graduated from Villanova University with a B.A. in Economics and has also passed Level 1 of the CFA exam.