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Financial Planning

I work with clients to help them master some of their most pressing business challenges. It is my goal to deliver measurable benefits during each and every assignment and enable clients to execute strategies and transactions that make sense and improve corporate performance. While my professional background is deeply rooted in finance, investment banking (JP Morgan), and real estate (Lehman Brothers Real Estate Partners), I enjoy challenging the orthodox to develop new solutions to old problems. I have nearly 20 years worth of experience in strategy consulting, mergers & acquisitions (including cross-border transactions and transactions involving European participants), corporate restructurings, and fund administration (particularly for buy-out-, venture capital-, real estate-, and hedge funds). Our firm’s small, but fully integrated footprint enables me not only to develop powerful problem solving solutions, but also provide the required financial resources to execute them.

Skills & Expertise

BenefitscnmConsultingCorporateCorporate PerformanceFinanceHTTPInvestment BankingReal Estate

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