Responsible for originating, managing and executing client engagements in the multi-unit retail and downstream oil & gas sector.
Background and experience encompasses buy-side and sell-side M&A as well as capital procurement and debt restructuring.
During his 25 year career, participated as an advisor in over $2.0 billion of transactions involving retail industry roll-ups, strategic sell-side M&A, recapitalizations, sale- leaseback and restructuring transactions.
Associate with Coronado Advisors LLC ("Coronado"), where he directed all research activities and provided a broad range of advisory services to companies in the multi-unit retail industry.
Research Director with Shoreline Partners LLC ("Shoreline"), a private investment bank specializing in mergers and acquisitions in the middle market., where he was responsible for identifying qualified buyers and sellers, performing valuations and due diligence, and executing transactions.
Senior Manager at Consor Inc. ("Consor"), an intellectual property consultancy specializing in the valuation and licensing of intellectual property, where he directed client engagements in the valuation and leveraging of intellectual property assets, including brands, trademarks, logos and other intangible assets.
Union Bank of California, where he was responsible for the valuation, administration and marketing of limited partnerships and closely held corporations administered within the Trust and Investment Group.
Bachelor of Science in Finance from the University of Arizona.