Will has over 25 years of banking and corporate finance experience and is President of the firm. He co-founded Statesman in 1995 and has been instrumental in the successful completion of numerous advisory assignments for Statesman’s middle-market business clientele including merger and acquisition transactions, recapitalizations, financings, restructurings, and strategic planning. Prior to forming Statesman, Will worked for a merchant bank with equity and mezzanine investments in middle-market businesses where he was active in all facets of the firms activities including valuation, acquisition and financing strategy, growth plan development, and sales strategies for portfolio companies. Will´s finance career also encompasses 6 years of commercial and asset based lending with a major bank where he focused on financing high-growth middle-market companies. He has extensive experience in structuring and negotiating complex financing transactions and working with middle-market companies to maximize value.
Will completed his undergraduate studies at Rice University earning a BA degree in Economics and Managerial Studies. He received his MBA from The University of Texas at Austin. Will is registered with FINRA as a General Securities Principal / Investment Banker (Series 7, 24, 63, and 79). He is married with three children and is active in youth sports having served on the boards of West University Little League and South Campus Sports Association.