Mitchell Brockmann
Studied at Clemson University
Worked at Rocket Software
Available tomorrow at 6:00 PM UTC
Please shoot me an email alongside scheduling to [email protected], thank you!
Questions? Start chatting with this coach before you get started.
About Mitchell
Grew up in SC, playing competitive tennis. Moved to ATL after school to go into investment banking. Grinded for 2.5 years. Took a finance & strategy contracting role out in Denver to fulfill a lifelong dream of being able to move out to CO and ski most weekends. After 12 months, moved on to work in M&A and Strategy at Rocket Software, a Bain Capital backed software firm. Worked extensively with Bain Capital, C-Suite, and our Board on strategy and execution of inorganic initiatives. Bought my first small business in May 2024 after seeing multiple rounds of layoffs and wanted an insurance policy on my W2. Quit my W2 in July 2025 after being grinded to a pulp for months on end and a near death experience from a rockslide training for Nolan's 14 (look it up if you don't know), that put things into perspective. Now I help others pursue SMB acquisition as a means to freedom. I share my thoughts on my LinkedIn and newsletter, Buying Freedom (buyingfreedom.beehiiv.com). I spend essentially all of my free time training for and going after big mountain efforts.
Why do I coach?
I coach because I deeply resonate with the pain of feeling "trapped" in a high stress, time-intensive, white-collar role. I started my career in investment banking and moved into corporate development seeking better work-life balance. What I ultimately found was a similar culture of a lack of regard for work life balance and personal commitments when it came down to deal time. With that, I also experienced multiple rounds of layoffs as the software firm I worked for was backed by private equity. I finally decided I needed to acquire a small business as an "insurance policy" for my W2, after seeing multiple high-caliber colleagues get laid off for no good reason other than to hit a certain EBITDA margin that quarter. I ultimately left my W2 in July 2025 after being fed up with being grinded to a pulp and having a near death experience that really put things into perspective for me of "what matters." I coach because I want to show other high performers that there "is another way" and help guide them to true freedom - regaining control of their life & time.
Work Experience
Corporate Strategy & Development
Rocket Software
January 2022 - July 2025
Partnered with C-Suite, Board of Directors, Bain Capital (financial sponsor) and functional stakeholders to develop and drive strategic initiatives. Executed inorganic initiatives end-to-end through both full ownership / leadership and support roles. Led & supported multiple acquisitions: KRI (March 2023): end-to-end leadership and ownership of acquisition of highly strategic mainframe security company. Primary responsibilities included i) driving strategic buy-in from Board and C-Suite, ii) negotiating ultimate purchase price, deal structure, and post-close plans (incl. retention incentives) with Seller, and iii) driving cross-functional collaboration throughout entire deal cycle (pre-LOI diligence --> confirmatory --> integration) BOS (Sept 2023): supported the acquisition of mainframe modernization company with scarce, change data capture technology. Primary responsibilities included: i) partnering with BUs to develop strategic thesis around acquisition of change data capture technology and subsequently achieve Board-level buy-in, ii) own the financial analysis & modeling effort, iii) fully own the buy-out of remaining shares of a minority interest in go-to-market partner (negotiated lowest effective multiple in Rocket M&A history) AMC (May 2024): supported the acquisition of the application, modernization and connectivity business unit within OpenText (inherited via the acquisition of Micro Focus a year prior). Primary responsibilities included: i) partnership with Bain Capital & external advisors to drive pro forma personnel/org structure and related costs, ii) support buy in of strategic thesis, iii) partner with Finance, GTM, and L2C functions to develop & negotiate TSAs and effectuate Rocket business model transformation
Wireless Strategy
Charter Communications
January 2021 - December 2021
Created and managed complex financial models to drive the strategy of both new and existing business opportunities including: i) the acquisition of licensed spectrum, ii) network partnerships, and iii) Charter’s small cell network deployment. Collaborated with key stakeholders across the Sales & Marketing, RF Engineering, Geospatial & Data Science, Corporate Finance, Product and Government Affairs groups to drive organizational alignment and achieve buy-in for Charter’s wireless business strategy. Monitored industry trends and performed in-depth competitive market analysis to update and advise senior executives on findings and/or strategic opportunities in the wireless industry.
Leveraged Finance
Truist Securities
July 2018 - January 2021
Underwrote credit commitments, for both new and existing clients, and worked closely with investment bankers, product specialists, risk managers, and legal counsel to facilitate balance sheet restructuring and/or strategic growth initiatives for middle-market investment banking clients (risk profile primarily ranging from Ba1 / BB+ to B1 / B+). Supported the credit approval process for 24 closed transactions representing >$1.0BN in committed capital. Analyzed financial and industry trends to create detailed cash flow and valuation models used to assess debt capacity, cash flow stability, and the pro-forma impact of mergers, acquisitions, divestitures and/or capital restructurings. Worked with portfolio managers and investment bankers to identify new business opportunities across multiple product areas including syndicated & leveraged finance, capital markets, equipment finance, treasury management and derivatives. Actively managed >$2.0BN of credit exposure to 20-30 clients at a time across a range of subsectors: - Healthcare Investment Banking (July 2018 – August 2020): Healthcare Services, Life Sciences, and Medical Device - Industrials Investment Banking (September 2020 – January 2021): Aerospace, Defense Hardware / Government Services, Industrial and Business Services, Transportation, and Logistics Prepared and presented quarterly updates on underperforming portfolio clients (risk profile primarily ranging from B1 / B+ to C) to senior credit officers and risk managers.
Education
Clemson University
Bachelor’s Degree, Financial Management
2014 - 2018
Activities and societies: Sigma Chi Fraternity, Beta Gamma Sigma Business Honor Society, School of Accountancy and Finance Student Advisory Board, Calhoun Honors College
11 Reviews
Overall Rating
5.0
Mitchell has helped Leland clients get into GMR