Meet Our Team
Our team brings a broad set of experiences to help our growing businesses thrive. We work tirelessly to support our portfolio companies
Tom leads our business development efforts in the financial services sector. As a Director of Business Development, he is responsible for deal origination and qualification, as well as developing investment themes and intermediary relationships.
Prior to joining Serent, Tom worked at Harvey & Company, a merchant banking firm in Newport Beach, where he originated and evaluated several successful acquisitions for middle-market private equity funds and strategic buyers. While there, he was actively involved in investment strategies in the business services, financial services, aerospace & defense and consumer products sectors.
Tom holds a B.S. in Economics and a minor in Political Science from Loyola Marymount University.