Zac is a Sponsor Finance Associate focused in the lower-middle market, where he partners with clients on credit and M&A financing transactions.

Credentials

Zac's career foundation was built through diverse roles across financial services and analytics, beginning with client services at Charles Schwab. His analytical experience developed through positions at Werner Enterprises and Milli Bank, where he leveraged SQL, Tableau, and data analytic software to streamline operations and enhance product development. Zac most recently gained M&A experience as an analyst at Koley Jessen, performing due diligence and preparing memorandums for transactions across middle market. He holds a bachelor's degree in Financial Technology and Business Intelligence & Analytics from Creighton University, and has passed the CFA Level II exam with plans to complete Level III.

Passions

Outside the office, Zac enjoys recreational running and spending time outdoors, finding balance through physical activity and relaxation. He's also a sports fan who follows basketball and football, proudly supporting the Creighton Bluejays.