Doug is a Director at The Visionary Group responsible for the overall success of Visionary’s Mergers & Acquisitions sector. He specializes in conducting M&A searches from their inception, through onboarding to transaction closure. Doug leads Visionary’s candidate firm profiling, development of targets, assessment of a potential candidate’s fit, and consults on deal structure and negotiations.
A major component of his role is to facilitate structured and fair opportunities for all parties involved in M&A transactions. He spends the majority of his time speaking with Managing Partners, CEOs, and key leadership inside CPA firms. His focus is to increase deal flow and overcome obstacles as they arise during the M&A process. Doug has a track record of successfully establishing relationships with industry leaders to think outside the box when conducting M&A related activities. The balance of his time is spent on building a partnership network of trusted consultants and advisors.
Prior to joining The Visionary Group, Doug spent time in key client-facing roles in the professional sports and startup technology industries. In these roles, he was responsible for leading several different sales, marketing, and account management campaigns catered towards Fortune 500 and 1000 companies. He holds a Bachelor of Science in Marketing from Illinois State University.