Design and plan strategic solutions for middle-market companies to improve market valuation through operational and balance sheet improvements .

Selected Experience:
$134 million acquisition of a private U.S. educational management company
$50 million strategic consideration review for Coffee holding Co., Inc.
$100 million fairness opinion for Eco-motors designer of the Opoc ® engine before round D capital raise

Perform over 300 days of financial training programs for corporate and individual clients in 10 locations around the U.S. and the world including New York, Frankfurt, Toronto and Vancouver. Clients include: HSBC, Nautic Partners, IKB, Eco Motors, UBS

Worked closely with senior trader to improve the firm trading strategy, developed and back tested event driven strategies, risk reward assumptions, reviewed market performance and analyzed overall desk risk exposure on a daily basis.

Performed financial and business analyses in support of potential transactions in the US and Europe. Built detailed financial models and prepared presentation materials for client discussions.

Selected Transactions:
$9 billion merger of a major telecommunications company for strategic client
$400 million sale of Sabre Industries owned by Corinthian Capital