Attorney and organization leader with deep experience in public speaking, writing, mergers & acquisitions, and tax.
President, chief executive, and board member for the world's leading organization promoting and teaching Austrian economics.
Responsible for all aspects of mission setting, fundraising, operations, governance, budget, publishing, events, personnel, tech, investment portfolio, and facilities.
Oversee staff of 30 and annual budget of approximately $6M.
Chief executive and primary adviser to a high-profile member of Congress and presidential candidate.
Responsible for frontline decisions on legislative, policy, political, and parliamentary matters relating to a wide variety of tax, budget, and banking issues. Managed a legislative and subcommittee staff of 17 with an annual budget of $1.5M
Transaction advisor for a variety of Fortune 500 strategic buyers and midsized private equity firms (primarily buy-side). Responsible for staff/team management, managing deal flow, and significant client relations (selling work/upselling services).
Deal sizes from $10M to over $2B.
Responsible for financial and tax due diligence, legal and tax research, drafting purchase agreements, structuring (domestic and cross-border), bankruptcy/restructuring, modeling post-transaction cash flow and tax analysis, and post-purchase integration.
Associate attorney for major accounting firm and two estate planning/tax boutique law firms. Practice focused on merger transactions, reorganizations, and restructuring. Also practiced in asset protection and estate planning for high net worth individuals,using offshore asset protection trusts and family limited partnerships.
Heavy client contact and direct responsibility for 20-30 active client files. Significant research and document drafting; some litigation.