Education
- Northeastern University School of Law, J.D.
- Washington and Lee University, B.A., magna cum laude, history, Phi Beta Kappa
Bar Admissions
- Massachusetts
- Panelist, “Ready to Exit: How a Process Works and What to Know Before You Go,” and moderator, “Borrowing to Grow: How Strategic Debt Can Power Growth,” Business Owner/Entrepreneur Strategy Summit, Presented by Raymond James, May 8, 2025.
- Speaker, “Unlocking Value in Mergers and Acquisitions: Expert Insights on the Importance of Planning for and Structuring Transactions,” February 6, 2025.
- Moderator, “2024 ACG Boston: Healthcare Forum,” November 19, 2024.
- Panelist, “Planning for Exit,” Business Owner/Entrepreneur Strategy Summit, Presented by Raymond James, May 7, 2024.
- Moderator, “Tech, Tension, and Transitions: Economic Insights in an Election Year Shaped by Conflict and the Changes That Lie Ahead,” Marcum Events Webinar, January 24, 2024.
- Moderator, “Uncertainty Is Certain In 2023 – How to Successfully Navigate Your Business’ Finances, Taxes & Strategic Alternatives,” Marcum LLP and Troutman Pepper, Boston, MA, January 25, 2023.
- Moderator, “2022 Updates on Recruiting and Retaining Talent,” Troutman Pepper, June 9, 2022.
- Panelist, Series B and Beyond, Marcum LLP and Troutman Pepper, February 3, 2022.
- Moderator, “Getting Your Company Funded,” 2021 youngStartup Ventures, VS | Virtual Connect, December 7-9, 2021.
- Moderator, “Gaining an Edge Through Innovation: Intellectual Property,” Troutman Pepper, June 2, 2021.
- Speaker, “What Companies Need to Do NOW to Position for an Exit in 2021,” Troutman Pepper, February 24, 2021.
- Moderator, “Getting Your Company Funded,” New England Venture Summit, December 2019.
- Moderator, “2019 Year-End Tax Forum (Boston),” Pepper Hamilton and Marcum, November 2019.
- Presenter, “Overcoming Barriers to Growth,” March 2019.
- Presenter, “The Dos and Don’ts of the New Mass. Non-Compete Law,” InnoVentures U, January 2019.
- Presenter, New England Venture Summit, December 2018.
- Presenter, “How to Say Goodbye: Considerations When Selling the Family Business,” Family Firm Institute New England Chapter, September 2018.
- Presenter, “M&A Deal Activity and Industry Spotlight: Medical Devices, Predictive Analytics and Healthcare Therapeutics,” 4th Annual Northeast M&A and Life Sciences Innovation Forum, December 2016.
- Presenter, “#How2Tuesday: How 2 Form Your First Business Entity,” Babson College, March 2016.
- Moderator, “Corporate Venture Funding: What You Need to Know,” New England Venture Summit, December 2015.
- Podcast, “Expert or Arbitrator?,” PE Pathways, June 10, 2025.
- Podcast, “Navigating Restrictive Covenants in Private Equity,” PE Pathways, January 7, 2025.
- Co-author, “Massachusetts AG Advisory Opinion Has Implications for Private Equity Firms’ Use of AI,” Troutman Pepper, May 21, 2024.
- Co-author, “Four Principles Private Equity Investors and Strategic Acquirers Can Teach Each Other in a Slowing and Ever-Changing Deal Market,” Troutman Pepper, December 14, 2022.
- Co-author, “Defense Production Act FAQs,” Pepper Hamilton Client Alert, March 25, 2020.
- Podcast, “View of Venture Capital and Emerging Companies From New England Venture Summit,” January 10, 2018.
- “Troutman Pepper Locke Advises Protos Security on Strategic Divestiture of Mulligan Security,” August 19, 2025.
- “Troutman Pepper Locke Receives Three ‘Deal of the Year’ M&A Atlas Awards,” February 12, 2025.
- “Troutman Pepper Locke Advises NewSpring Capital in $15M Investment in Insurance Software Firm,” January 16, 2025.
- “The M&A Advisor Recognizes Three Troutman Pepper Deals with M&A Advisor Awards,” December 6, 2024.
- “Troutman Pepper Counsels The Valcourt Group in Acquisition of Cercone Exterior Restoration,” October 3, 2024.
- “Troutman Pepper Advises Southfield Capital in Partnership with Business Development Resources, Inc.,” July 11, 2024.
- “Troutman Pepper Counsels The Valcourt Group in Acquisition of Lupini Construction,” July 2, 2024.
- “Troutman Pepper Counsels Southfield Capital and Protos Security in Strategic Acquisition of Summit Off Duty Services,” June 12, 2024.
- “Troutman Pepper Advises Southfield Capital and Franchise FastLane in Acquisition of Raintree Franchise Growth,” July 24, 2023.
- “Troutman Pepper Advises Nanoramic in Strategic Investment by GM Ventures,” April 27, 2023.
- “Boston Magazine Names 10 Troutman Pepper Attorneys to Top Lawyers List,” November 28, 2022.
- “Troutman Pepper Advises Nanoramic Laboratories in Sale of Thermexit,” October 26, 2022.
- “Troutman Pepper Counsels Southfield Capital in Partnership with Franchise FastLane,” May 16, 2022.
- “Troutman Pepper Advises Analytical Wizards in Acquisition by Definitive Healthcare,” March 11, 2022.
- “Troutman Pepper Steers Southfield Capital-Backed Protos Security’s Acquisition of Off Duty Services,” October 7, 2021.
- “Troutman Pepper Counsels S.R. Smith in Acquisition by Fluidra,” September 2, 2021.
- “Troutman Pepper Advises Star2Star in $437M Sale to Sangoma,” January 29, 2021.
- “Troutman Pepper Facilitates Protos Security and Southfield Capital Acquisition of Mulligan Security,” January 7, 2021.
- “Pepper Hamilton Represents ArthroSurface in Sale to Anika Therapeutics,” February 12, 2020.
- “Pepper Hamilton Provides Legal Counsel to Southfield Capital in Transaction With Protos Security,” March 6, 2019.
- “Pepper Hamilton Closes More Than 90 Deals in 2018,” January 31, 2019.
- “Pepper Hamilton Represents DealerScience in Sale to TrueCar,” December 11, 2018.
- “Pepper Hamilton Partners to Provide Industry Insight at 13th Annual New England Venture Summit,” December 10, 2018.