Nick is a Director on the CAS team and provides administrative and transaction advisory support to the principals of CAS. Since joining CAS in 2015, Nick has continued to serve as lead deal support on M&A transactions and is responsible for closing 25+ sell-side and buy-side transactions during his tenure, as well as completing various portfolio/company valuations, strategic advisory, consulting, and compliance assignments.
He is an active member of the Association for Corporate Growth (ACG) and is a member of the ACG University Class of 2018. Nick previously served on the Receivables Management Association International (RMAI) Public Relations and Marketing Committee.
Nick began as an intern at CAS in June 2015 and took on the role of Junior Analyst in February 2016. Subsequently, Nick was promoted to CAS’ Analyst, then Associate, then Sr. Associate, then Vice President, and now Director. Nick’s prior experience includes working as an Equity Research Co-op at Turner Investments where he was involved in assisting portfolio managers in equity valuation. Before joining Turner Investments, Nick worked at DuPont Capital Management with the private equity fund of funds group, where he assisted in all phases of the due diligence process.
Nick graduated from Drexel University’s LeBow College of Business summa cum laude with degrees in Finance and Accounting.
Nick resides in Philadelphia, PA, and is based out of CAS’ Philadelphia office.
Nick holds his SIE, S63 and S79 licenses and is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC
