• Consulting services range from corporate finance supporting the board of a Fortune 100 company to valuation and strategic advice for a range of startup clients. Services range from FP&A forecasting, M&A due diligence, internal control and audit advice as well as traditional CFO responsibilities.
• Provide fundamental investment research to a wide range of clients, from small hedge funds and family offices to large RIAs and mutual funds. Services range from initial opinions and recommendations on individual securities, to due diligence and valuation, to large industry thematic pieces.
• Over the eight years in the consulting role successfully engaged and completed over 50 projects with high marks and recommendations.

• Founder of an investment partnership focused on investing in micro cap and special situation securities.
• Grew the partnership from one partner and $25,000 to over 50 limited partners and over $10mm in Assets Under Management in the first eight years of existence.
• Manage all facets of the partnership from investment research and portfolio management to operational audit/accounting and legal/regulatory responsibilities.

Member of the Board of Directors of Acorn Energy (ACFN), a publicly traded American company. Assess all aspects of company strategy, capital structure, audit and management considerations.

Global Equity/Fixed Income, $2.6 billion AUM

Cover 70+ stocks within 7-10 sectors/industries, in a long only, value oriented, global portfolio with a three to five year holding period. Conduct extensive research
Equity Research - Cover 70+ stocks within 7-10 sectors/industries, in a value oriented, global portfolio with a three to five year holding period. Conduct extensive research and present new ideas (equity and fixed income) to the Investment Committee

Researched and provided value oriented buy/short recommendations on emerging markets and domestic equities on a consulting engagement basis for a $250 million AUM long/short emerging markets fund.

o Areas of focus: Russian Utilities, Mining, Logistics and Energy Services
o Other consulting industry research projects: Domestic: Search Software, Cloud Computing; Retail; Commodity Royalty Trusts

• Completed three acquisitions that increased the EBITDA from $50 million to over a $100 million dollars, by working with two private equity owners, Veritas Capital and Goldman Sachs Capital.
• Valued the acquisitions; modeled and forecasted all financial statements; performed sensitivity analysis and synergy adjustments; participated in all aspects of quality of earnings and tax analysis, due diligence, and financing negotiations.

Domestic Equity - Mid-Cap Value; $1 billion AUM - Long Only

• Research and Analysis – Covered 8 to 10 positions in a 30-stock portfolio with a a 3-5 year average holding period. Coverage responsibilities: financial forecasting and valuation modeling, competitor and industry analysis, frequent communication with senior management, sell-side analysts and customers, and financial statement due diligence. Present sell, add and reduce recommendations to the Investment Committee.

• Analyzed operations, inventory management, and the business plan, performed ROI analysis on various product lines, and interviewed key management employees as part of the due diligence operations in the process of privatizing Serbian steel assets.
• Prepared an extensive financial analysis and contributed to the due diligence activities in the proposed $500 million sale of US Steel raw material operations to the Apollo Group