Capabilities and attributes include:
- Sourcing business
- Beginning to end transaction ownership
- Effective communication
- Strategy assessment and market research
- Successful negotiation
- Structuring, valuation and financial analysis
- Attention to detail
- Developing trusting working relationships

Led and closed M&A transactions with a total value of $680 million and raised $275 million via private placements of equity, subordinated debt and senior debt
Founded a mid-market investment bank that completed $250 million of M&A transactions and raised $150 million via private placements of equity, subordinated debt and senior debt
Completed 29 advisory assignments including valuations, strategic assessments and research reports for private and public corporations and equity funds
Member of a team that invested $90 million of private equity and subordinated debt in 11 mid market companies and was the team leader managing exits from 4 companies
Successfully promoted my employers’ and clients’ interests and protected their exposure in negotiating dozens of contracts with national and multi-national corporations, private equity funds, subordinated debt funds and banks
Experienced in raising project finance and insurance, improving financial and business reporting, alligning separate acounting systems and producing consolidated statements.