No company affiliations.
My entire career has been devoted to financial services: investment research, investment management and banking. The focus has generally been companies under $1 billion in valuation with a broadly diverse group of business sectors. I have started and managed four of my own companies while aiding in the startup of many more. I have been involved in capital raising efforts ranging from as little as a few hundred thousand dollars up to $3 billion.
Investment banking and advisory services including angel round, venture capital and private equity. Since 2006, participated in the structuring and preparation of more than $1 billion in private equity offerings.
Established the company in the investment research area hiring and training a department of 15 members
Founded one of the early hedge funds Our focus was on Deal Arbitrage Provided average annual IRR's of 23.4%
Senior Analyst covering a wide range of industries including consumer, healthcare services, hospitality and special situations.
We created the first internationally focused investment business designed for American Institutional Investors seeking a global presence.
Working hard to create great banking services that are fun and free.