Accomplished executive with a proven track record at building practices, business development and processing transactions. Series 7 and 63 licenses
Outside board member of a $250MM special purpose acquisition corporation (SPAC). Assisted in raising the risk capital for the transaction. Responsibilities will include sourcing and analyzing merger opportunities and raising capital, if required, at the merger closing.
Sourced and processed over $10 billion in transactions including IPOs, follow-ons, private debt placements, mergers and debt restructurings. Industry focus in Telecom and Generalist work.
Outside Director who headed the audit committee. Reviewed all merger candidates and sourced the merger partner. Assisted in the placing of the $30MM PIPE that took place at the merger closing.
Started and headed the Telecom investment banking practice. Member of investment banking operating committee. Sourced and processed over $5 billion in IPOs, high-yield offerings, private equity and debt placements, PIPEs, mergers and acquisitions.
Started and headed the telecom investment banking practice. Sourced and processed $500MM of capital market advisory, private debt and M/A transactions.
Eventually ran the largest valuation and asset allocation advisory practice in the United States with regards toward media and telecom. Valued hundreds of properties and ran business development for the firm. Featured speaker at many industry conferences and provided expert testimony in many civil cases, including those involving the Federal government. My work on Jefferson Pilot vs. United States in a case study in the American Society of Appraisers text book.