Personal Information
Organization / Workplace
Greater New York City Area United States
Occupation
Investment Banker | M&A and ESOP Specialist | Corporate Finance Advisor
Industry
Finance / Banking / Insurance
About
Over the past 20 years, I have worked extensively with middle-market companies and their owners in a variety of roles that include investment banker, investor and operational consultant. As a former business owner and consultant, I possess a deep understanding for the challenges that management teams face on a daily basis, and first-hand experience working with staff within various functional areas.
I specialize in working with business owners to create liquidity and wealth diversification. In addition to traditional M&A advisory services, my firm is expert in structuring transactions that involve the sale of a business to an ESOP, which is highly tax efficient.
My expertise includes ...
Contact Details
Tags
leverage
debt
workout
restructuring
research
distressed
high yield
job search
fixed income
turnaround
credit
analyst
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