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.
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.
05
Corporate Finance Training
For leaders and boards to become subject-matter experts.
06
Valuation Services
Business valuations & third-party accounting valuations.
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.