Director of Mergers & Acquisitions
Kyle joined the IAA team in September 2019 to spearhead Mergers and Acquisitions for the firm. His primary responsibility is to facilitate advisor growth by identifying, structuring, and consulting on Merger & Acquisition opportunities inside and outside of the IAA ecosystem.
Kyle works with IAA advisors to offer specialized support as they look to optimize value, reduce risk while pursuing inorganic growth, and exit the business on their own terms. Over the course of his career he has touched over 300 M&A transactions, totaling over $120MM, specifically among Investment Advisory firms. His depth of knowledge and experience in the space allows him a unique insight into crafting solutions for IAA advisors as they navigate an increasingly competitive acquisition landscape.
Prior to joining IAA, Kyle graduated from UNCW with a BS in Finance and worked in multiple roles as a member of Live Oak Bank. Kyle brings a legacy of hard work and passion to every opportunity he has to assist advisors with their plans for the future.
As the son of two Marines, Kyle has lived in various locations over the years. He, his wife Kobe, and son Levi are new to Charlotte but are excited to make the Queen City their ‘home’. Outside of work, Kyle and his wife work tirelessly to affect positive change in the world through their local church and as the co-founders of The Healing Circle Therapy Fund, a non-profit devoted to providing mental health resources to under-served communities.