- Member, Board of Directors (2011-2016), Association for Corporate Growth – Charlotte Chapter
- Member, Business Law Section, North Carolina Bar Association
- Member, Myers Park United Methodist Church
Education
- University of North Carolina School of Law, J.D., Chancellors Scholar, 2001, comments editor, North Carolina Law Review
- Clemson University, B.S., magna cum laude, Calhoun Honors College, Phi Kappa Phi, Golden Key National Honor Society, 1998
Bar Admissions
- North Carolina
- Speaker, “Founder Friendly Capital – Where to Find It and How to Structure the Deal,” ACG Atlanta, November 6, 2024.
- Speaker, “Shifting Strategies: Perspectives on Private Equity in the Middle Market,” The 20th Annual Southeastern M&A/Private Equity Forum, September 26, 2024.
- Moderator, “Opportunities & Optimism: M&A Deal Trends,” ACG Atlanta M&A South Conference 2022, February 7-9, 2022.
- Speaker, “M&A Investment Considerations in a COVID-19 Environment, Small Business Investor Alliance (SBIA),” July 15, 2020.
- Moderator, “The Private Equity Approach to Family-owned Businesses,” ACG Charlotte Private Equity Review, January 23, 2020.
- Presenter, “Breaking Down the NDA,” ACG Charlotte, May 21, 2015.
- Author, “Left for Dead?: The Supreme Court’s Treatment of the New Value Exception in Bank of America National Trust and Savings Association v. 203 North LaSalle Street Partnership,” 78 North Carolina Law Review 1190 (2000).
- Quoted, “The M&A Partners Working Behind the Scenes,” Middle Market Growth, April 10, 2024.