Personal Information
Entreprise/Lieu de travail
Greater New York City Area United States
Profession
Investment Banker | M&A and ESOP Specialist | Corporate Finance Advisor
Secteur d’activité
Finance / Banking / Insurance
À propos
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 ...
Mots-clés
leverage
debt
workout
restructuring
research
distressed
high yield
job search
fixed income
turnaround
credit
analyst
Tout plus
Documents
(8)Personal Information
Entreprise/Lieu de travail
Greater New York City Area United States
Profession
Investment Banker | M&A and ESOP Specialist | Corporate Finance Advisor
Secteur d’activité
Finance / Banking / Insurance
À propos
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 ...
Mots-clés
leverage
debt
workout
restructuring
research
distressed
high yield
job search
fixed income
turnaround
credit
analyst
Tout plus