Chad has more than 23 years of experience assisting with financial advisory, capital raising and strategic investments. With extensive experience negotiating and presenting to publicly traded companies, privately held companies and financial sponsors, he has successfully managed more than 50 mergers and acquisitions and capital-raising transactions with an aggregate value exceeding $7 billion, and has executed financing transactions that have raised approximately $1 billion. He is deeply familiar with guiding financing engagements in the staffing, IT and business services sectors.
Prior to joining Griffin Financial Group, he was a Managing Director at Bridgepoint Investment Banking where he specialized in capital raising and merger and acquisition advisory for middle-market companies, a Senior Vice President at Capstone Headwaters and, earlier in his career, an investment banking analyst at Merrill Lynch.
- Named among “2024 Investment Bankers to Watch” by Middle Market DealMaker
- Recognized on the team for “America’s Corporate M&A Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2024
- Recognized on the team for “M&A Deal of the Year Between $250MM-$500MM” by M&A Advisor, 2023
- Recognized on the team for “Financing Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2023
- Recognized on the team for “Professional Services Deal of the Year” by M&A Advisor, 2022
- Recognized on the team for “America’s Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2014
Education
- Brigham Young University, B.A., Accounting
Licensing
- FINRA Series 7, 24, 28, 63 and 79 licenses
Powerful partnerships. Standout solutions.
- Mergers and Acquisitions
- Capital Raising
Chad has more than 23 years of experience assisting with financial advisory, capital raising and strategic investments. With extensive experience negotiating and presenting to publicly traded companies, privately held companies and financial sponsors, he has successfully managed more than 50 mergers and acquisitions and capital-raising transactions with an aggregate value exceeding $7 billion, and has executed financing transactions that have raised approximately $1 billion. He is deeply familiar with guiding financing engagements in the staffing, IT and business services sectors.
Prior to joining Griffin Financial Group, he was a Managing Director at Bridgepoint Investment Banking where he specialized in capital raising and merger and acquisition advisory for middle-market companies, a Senior Vice President at Capstone Headwaters and, earlier in his career, an investment banking analyst at Merrill Lynch.
Recognition
- Named among “2024 Investment Bankers to Watch” by Middle Market DealMaker
- Recognized on the team for “America’s Corporate M&A Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2024
- Recognized on the team for “M&A Deal of the Year Between $250MM-$500MM” by M&A Advisor, 2023
- Recognized on the team for “Financing Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2023
- Recognized on the team for “Professional Services Deal of the Year” by M&A Advisor, 2022
- Recognized on the team for “America’s Deal of the Year” by Global M&A Network’s M&A Atlas Awards, 2014
Education
- Brigham Young University, B.A., Accounting
Licensing
- FINRA Series 7, 24, 28, 63 and 79 licenses