Black Swan Strategy was built on the belief that the most valuable opportunities rarely begin with a transaction. They begin with thoughtful conversations, shared perspectives, and trusted relationships.
Whether you are preparing for a capital raise, evaluating strategic opportunities, exploring private capital, or simply seeking an experienced perspective, I welcome the opportunity to learn more about your objectives.
With alignment, we can determine the most appropriate next step together.
Proudly based in Dallas, Texas.

Receive thoughtful commentary on private capital, investor psychology, leadership, and disciplined investing.

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I welcome opportunities to contribute to thoughtful conversations surrounding leadership, capital strategy, investor relations, and alternative investments.

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Black Swan Strategy advises founders, investors, executive leadership teams, family offices, and organizations navigating growth, capital formation, strategic positioning, and organizational change.
Yes. Black Swan Strategy supports organizations and investors across a range of markets where there is strategic alignment and an opportunity to create long-term value.
Black Swan Strategy provides strategic advisory and facilitates introductions where appropriate. Investment opportunities, when available, are presented only to qualified investors and in accordance with applicable securities regulations.
Every inquiry is reviewed personally. If there appears to be a strong alignment, I will reach out directly to schedule an introductory conversation.
Whether you are navigating a capital raise, evaluating a strategic partnership, strengthening investor relationships, or preparing for your next stage of growth, experienced perspective can make all the difference.
Thank you for taking the time to learn more about Black Swan Strategy.
I look forward to the opportunity to continue the conversation.
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