Professional Highlights
25+
Years of experience
50+
M&A Transactions
02
Financial Patents
Core Skills & Expertise
01
M&A Advisory
Sell-side & buy-side lead advisory, recapitalizations. Creative deal structures as alternatives to the typical
PE buyout structure (proprietary structures)
02
Independent Opinions & Reviews
Affordable “second opinion” for transactions.
03
Capital Raising
Private placements, debt & equity, early-stage & growth equity.
04
Securitization Advisory
Asset-backed structuring & valuation expertise. Past Experience securitizing Trade Receivables (A/R), Auto loans and leases + future flow oil & gas and other applicable natural resource transactions.
05
Corporate Finance Training
Credit Training +LBO, VC and other equity investments (modeling, understanding Legal Agreements, IRR/Cash MOIC analysis, etc.) to become subject matter experts quickly, not years.
06
Valuation Services
Business Valuations & independent analysis on valuation (First or Second Opinion), price expectation, deal structure, etc.
Research and Analyses
Clear Analysis
In-depth financial models, proprietary analyses, and patent-pending innovations made simple and actionable for decision-makers.
Expert Commentary
Short articles or posts showcasing expertise in M&A trends, valuation approaches or capital raising challenges.
Former $200M VC Director, inventor of two asset classes
Provisional Patent
Get in Touch
Ready to discuss your investment, M&A or corporate finance? Let's connect.