You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
Professions
Consultant
M&A Intermediary
Valuation
Functional Expertise
Business growth
Business management
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Change Management
Corporate finance
Debt
Due diligence
Equity
Expert witness
Finance
Financial Modelling
Forensic accounting
Investor relations
Lending
Litigation support
Management succession
Mergers
Mezzanine
Private equity
Private placements
Real estate
Risk management
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Transaction intermediary
Turnarounds
Venture capital
Exit/Transition Planning
Cooperative business models
Business Focus
A seasoned I Banking, capital markets, credit and accounting professional with a successful track record in the creation and growth of corporate and structured entities. Completed 150+ assignments with $10B+ deal value.
Professional Certification
FINRA Series 7, 24, 63, 79 and 99; MBA in Finance and Accounting (University of Chicago)
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
My team has tax, accounting, audit, QOE, valuation, forensics, fractional CFO and litigation support expertise.
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 2 years
Chapter Leadership Role
Marketing Chair
Sponsorship Type
Silver
Why I'm a Member of XPX
XPX has a great reputation for collaboration and client service.