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Zach Pavlosky
Director-level M&A and Capital Markets advisor specializing in debt placement and middle-market deals
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About
Corporate development / corporate strategy M&A professional from a small boutique consulting firm (Aleris Acquisitions) who also owned internal ops improvements. Led the shift from manual spreadsheet-based tracking to HubSpot with pipeline scoring/prioritization, created enablement materials to drive adoption, and regularly supported founders in tech/tool decision-making through structured presentations and demos.
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Key Strengths
- Built and streamlined internal ops at a 5–10 person boutique firm
- Implemented HubSpot to replace manual deal/lead tracking and improve pipeline visibility
- Drove CRM adoption via user guides, tutorials, and ongoing reinforcement; strong adoption by 90–120 days
- Structured approach to identifying inefficiencies (time spent on low-value tasks) and designing scalable automation
- Effective executive communication using visual frameworks (PowerPoint) to drive buy-in on new workflows
- Cross-functional stakeholder alignment to ensure operational changes match strategic goals and downstream impacts
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