Sam is a Senior Associate at O2 Investment Partners. He is responsible for evaluating new transactions, due diligence, underwriting, and working with O2’s portfolio companies.

Prior to joining O2, Sam was an investment banking analyst at Houlihan Lokey working in the Specialty Distribution group, where he advised clients on buy- and sell-side mergers and acquisitions. Before working at Houlihan Lokey, Sam was with The McLean Group, a middle-market investment bank, focused on M&A advisory.

Sam received his BA in Finance from Michigan State University and his master’s degree from Duke University’s Fuqua School of Business.