Sam joined Prestwick Partners in 2008 after working at Colorado Capital Management, an investment advisor focused on financial planning and wealth management for high net worth individuals, families and foundations. While at Colorado Capital, he was responsible for financial analysis, portfolio management, compliance and reporting activities.
Sam has more than ten years of experience serving clients on transactions involving mergers, acquisitions, divestitures, valuations, recapitalizations and other corporate finance assignments. Sam has gained extensive experience across a number of diverse industries, including business services, niche manufacturing, industrials, consumer products, value-added distribution, food, packaging, building products, specialty chemicals, software, and life sciences. Sam has successfully completed transactions for entrepreneurs, private equity groups, and large and small public companies.
Sam received a BS in business administration from the University of Colorado with an emphasis in finance.