Philip is an Associate in the Private Equity Group. He is involved with investment due diligence and the strategic development of our Partner Companies.
Prior to joining ORG, Philip spent two years in the Industrials & Services Investment Banking group at Truist Securities in Atlanta, GA.
Philip received his B.S.B.A, Finance from the Scheller College of Business at the Georgia Institute of Technology.
Informed Partners are The Best Partners
Our ethos is one of mutual trust and shared knowledge. Check out our resources on the market, on industries, and the best ways to keep growing.
Pitfalls to Avoid in Business Transitions
Most founders think deals die in negotiations, but they typically die in due diligence. After 17 years in private equity, Melissa has seen the patterns that separate successful M&A processes from failed ones. Financial trends, management fit, customer durability, and owner dependency are the real deal killers. Learn what buyers actually care about and how to build your business for a strong exit.
Oh, Great… Another Strategy Session…
Founders often confuse strategy with mission, vision, and priorities. But real strategy is something more specific: the deliberate set of choices about how your company can create more value than it does today. Read on to discover what separates lasting competitive advantage from temporary wins.
Why We Brought an AI Engineer In-House
We often joke that we’re “the blue cheese of private equity” here at Owner Resource Group—an acquired taste, not your typical mold. Over the past couple of years, we’ve watched AI move from interesting demos to high ROI solutions. So we did something about it: we hired our first dedicated AI Engineer. Here’s why now is the right time, and what it means for our portfolio companies.