Responsible for the execution and management of advisory transactions
+ 20 years of experience in accounting, M&A, corporate finance, ESOP buyouts and valuations.
Director on the Board of five companies.
Founder and Senior Managing Director of Ambrose Advisors, an ESOP-focused middle-market investment banking firm with two offices in California and one in Washington, DC. He runs Ambrose and is focused on implementing and financing ESOP buyout transactions.
Managing Director and partner of Eureka Capital Partners, a middle-market investment banking firm with offices in California and New York focused on providing M&A and financial advisory services to companies in the industrial, consumer, technology and healthcare sectors. He focused on M&A, ESOP buyouts, capital raising, as well as valuation and fairness opinions.
Managing Director at BCC Capital Partners, a leading boutique investment banking firm.
M&A group of Credit Suisse First Boston.
Business valuation group of Arthur Anderson.
Audit group of Coopers & Lybrand.
Summa Cum Laude from the University of California at Santa Barbara with a B.A. in Business Economics and Accounting.
Chartered Financial Analyst (CFA).
Certified Public Accountant (CPA).
Registered Securities Principal (Series 24), General Securities (Series 7) and State Securities (Series 63) through FINRA.