On-Demand business analysis & management services for small & large companies, investors and fund managers - across industries and investment stages. I bring a wide breath of experience to projects drawing from 15+ yrs expertise in business & investment analysis, diligence, transactions, marketing, and process management in the private company space.

-Analysis/DD
-Business & Investment Modeling
-Project Management
-Portfolio & Fund Reviews/Monitoring
-Secondary Acquisition/Disposition Support
-PPM & Marketing

Investment sourcing and advising to a boutique investment manager specializing in direct investments, co-investments and secondaries in private alternative markets including venture capital, growth equity, leveraged buyouts and real estate.

Private Equity and Real Asset advisor - with emphasis on secondary advisory program, sourcing and analyzing secondary investment acquisitions in limited partnerships in Real Assets (including Infrastructure, Timber and Agriculture), Venture Capital and Private Equity. Skills included modeling private equity, real assets and venture capital partnerships for secondary acquisitions, sourcing investment opportunities and creating marketing presentations.

Secondary deal team leader, managing secondary acquisitions in private equity, venture capital and special situation limited partnerships from sourcing to analysis to closing acquisitions and on-going monitoring investments and underlying managers. Skills include, writing investment memorandums, modeling private equity funds for acquisition, monitoring report writing, creating fund marketing presentations, and private placement reviews.

Provided private market investment consulting to institutional investors. Evaluated request for proposals for fund managers, including private equity fund-of-funds, separate accounts, involving private equity, real estate and timber.