Describe a recent accomplishment.
I led the effort to build the SPAC advisory business at Stifel from the ground up. In 2019, I achieved a record $3.5 billion worth of closed transactions, tripling both the deal count and volume year over year highlighted by the $1 billion merger of AdaptHealth with the Deerfield Management-backed SPAC DFB Healthcare. The deal closed in November and created the largest publicly-traded home medical equipment provider in the United States.

How are you a champion for change?
I have successfully fought the reputational “overhang” from prior generations of SPACs, ultimately establishing Stifel as a SPACs thought leader with differentiated views and capabilities. Educating both internal and external constituencies on the numerous merits of SPACs as a monetization solution has been a top priority.

The new generation of SPACs that came after the 2008 financial crisis has a substantially improved structure, leading to high-caliber management teams raising capital and a broader investor following. It has been gratifying to see SPACs once again embraced in the marketplace.