I provide financial consulting services to private equity firms and their portfolio companies, and corporate M&A departments of small and large companies.

I focus on helping firms with strategic finance initiatives not limited to raising capital, acquiring or selling a company or division. Specialize in detailed financial modeling, due diligence, transaction management, legal negotiations, strategic thinking. I am an excellent writer.

Managed the acquisition of an industrial-equipment-resale business located in Michigan.
- Ran the due diligence process including financial modeling, equity and debt memos for capital raising efforts, reviewing all transaction documents, meetings with key employees.
- Advised sponsor on capital structure, debt and vendor proposals; managing service providers

An independent private equity firm making control, LBO investments
- Managed all aspects of the investment transaction cycle from target company valuation, due diligence, capital raises (senior and mezzanine debt and equity co-investments), deal processing and execution to post-acquisition monitoring, management and valuation
- Conducted financial analysis, modeling, budgeting, forecasting of target and portfolio companies
- Oversaw, coordinated and managed external vendor relationships

Private Equity arm of BNP Paribas making control investments
- Analyzed target companies’ markets, customers, suppliers, industry dynamics, and other metrics
- Conducted financial analysis, modeling, budgeting, and forecasting of target, portfolio companies
- Created and presented valuation and status reports to BNP Paribas N.A. Equity Committee