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Skills

  • Analytics
  • Financial Analysis
  • Business Plan Writing
  • Business Planning
  • Contracts
  • Drafting
  • Legal Advice
  • Qualitative Research
  • Accounting
  • Building Materials
  • Content Writing
  • Financial Forecasting
  • Financial Projection
  • Grant Writing
  • Marketing Research

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Services

  • The Big Picture: Fin'l, Strategy & Legal

    $75/hr Starting at $150 Ongoing

    Dedicated Resource

    Integrated analysis of financial, strategic & legal issues. I can provide this sort of comprehensive analysis for a variety of purposes -- e.g., a business plan, contract bid, grant proposal or industry...

    AnalyticsBuilding MaterialsBusiness Plan WritingBusiness PlanningContracts
  • Business-Friendly Contracts

    $75/hr Starting at $150 Ongoing

    Dedicated Resource

    I provide legal work product that leverages my financial and business expertise -- in particular, contract review and drafting that solves business problems (rather than exacerbating them.) Here are some...

    AnalyticsContractsDraftingFinancial AnalysisLegal Advice
  • Business Plans

    $75/hr Starting at $150 Ongoing

    Dedicated Resource

    We'll explain why your business will succeed and why investors should work with you. Previously, I worked as an investor, integrating top-down analysis of trends and technologies and how they'd impact...

    Business Plan WritingBusiness PlanningFinancial ForecastingFinancial Projection
  • Market Analysis

    $75/hr Starting at $150 Ongoing

    Dedicated Resource

    I'll provide an analysis of an industry, technology or market that's high-quality, user-friendly, identifies both near- and long-term trends, meets your particular needs, and integrates qualitative and...

    AccountingAnalyticsContent WritingFinancial AnalysisMarketing Research

About

Integrated analysis of financial, strategic & legal issues. Can generate ideas, provide qualitative & quantitative analysis, and/or prepare final deliverables (for your client.)

I have broad experience as an investor and lawyer.

As an investor, over two periods, I managed a long-short portfolio that beat the different benchmarks by large margins. I invested across industries, geographies and market caps. I used an eclectic approach focusing on among other things how a technology or market would evolve. Before managing long-short, I analyzed illiquid distressed investments.

As a big-firm lawyer, I focused on corporate bankruptcies. In the case where I billed the largest proportion of my hours, we achieved a series of outstanding results for our client, a leading insurer. I also worked on general litigation, structured finance and leveraged finance. I started my law career clerking for a year on a federal appellate court.

In addition, I've worked as a temporary project manager at an Ivy League-affiliated research institute.

I received my JD from a top Ivy League law school, where among other things I was a senior editor of the law journal and co-president of the law & technology society; my MBA in one year from a top European business school, where I tested "fluent" in two foreign languages; and my BA from a leading Ivy League college, where I graduated summa cum laude and phi beta kappa.

My strengths include a differentiated viewpoint and common sense.

Work Terms

I prefer to work for a flat fee but can be comfortable with virtually any payment structure.