- Experience includes dozens of transactions, working on both the buy-side and sell-side for strategic and financial sponsor clients
- Deep understanding of the financial and accounting due diligence process, including quality of earnings and working capital analyses
- Industry experience includes information technology, manufacturing, education, healthcare (manufacturing and services), and distribution.
Tim joined the Chicago office of Allegiance Capital in 2014. Tim’s role at Allegiance includes working with business owners and his colleagues on the investment banking team to organize historical financial information, model pro forma and forecast financial statements, develop marketing materials, and manage the due diligence process.
Prior to joining Allegiance, Tim worked in PwC’s Transaction Services group, where he focused on financial due diligence for corporate and private equity clients. While at PwC, Tim not only fostered relationships with both private equity and corporate clients, but also participated in all phases of numerous transactions.
Earlier in his career, Tim worked in the audit department at BDO USA, where he focused on middle-market clients in the manufacturing and distribution industries.
Tim has a BS in both Finance and Accountancy from the University of Illinois at Urbana-Champaign and is a Certified Public Accountant.