Brag about yourself - what makes you great at what you do?
With 30 years of success as a registered broker, full-service investment banker, merchant banker, and entrepreneur, I serve corporate clients, institutional investors, family offices and high-net-worth individuals in the areas of public and private financing, asset management, mergers and acquisitions, financial restructurings.
I am a generalist with extensive experience in various industries, including energy, real estate, pharma, tech and traditional bricks and mortar. I identify and partner with management teams and investors who have demonstrated a track record of success, and who are pursuing sound business plans with the potential for sustainable growth.
I'm especially prideful in my creative ability to secure financing and bring value to "un-fundable" clientele. Nothing pleases me more than to succeed with partners who were previously failed by their substantial, household-name partners and advisors.
What types of business contacts are you looking to make?
Mortgage Bankers, Attorneys, Accountants, Real Estate Investors and Agents
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