Software Skills
Sector Experience
Languages
Avg Response Time
Years of Experience
Member Since
Experience
- Responsible for implementing & managing all financial-related activities of the Firm, including accounting, budgeting, cash management, compliance and investors communication.
- Responsible for executing and managing over $650 million of real estate transactions.
- Advised CW Financial Services on the sale of CWCapital to Walker & Dunlop creating the 2nd largest multifamily lender in the U.S. ($220 million), and the sale of Rockwood Real Estate to Auction.com
- Responsible for screening deals, negotiating term sheets, executing due diligence, developing financial models, reviewing financing, negotiating purchase agreements and structuring transactions
- Developed integrated merger and financing models to evaluate attractiveness of potential corporate strategies
- Prepared offering memoranda, management presentations and other written materials
- Developed financial models, budget forecasting and cash flow forecasts; conducted business plan review
- Evaluated business performance and formulated restructuring strategy
- Performed operational and financial due diligence for financial and strategic buyers