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 ...
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