► Executed the launch and continuing management of ADH Advisors, a consulting firm providing business valuation and complex financial analyses supporting capital restructurings, M&A transactions, financial reporting, litigation, tax and compliance matters. ► Prepares business valuation analyses for a diverse roster of clients, including corporate leaders, attorneys, business owners and professional advisors. Negotiates new business relationships. Performs interviews with company… Show more ► Executed the launch and continuing management of ADH Advisors, a consulting firm providing business valuation and complex financial analyses supporting capital restructurings, M&A transactions, financial reporting, litigation, tax and compliance matters. ► Prepares business valuation analyses for a diverse roster of clients, including corporate leaders, attorneys, business owners and professional advisors. Negotiates new business relationships. Performs interviews with company executives, conducts financial due-diligence, prepares and reviews valuation analyses. Rendered financial opinions on more than $20 billion of investment assets, business enterprises, debt and equity securities, minority interests, joint ventures and intangible assets. Advisor on many complex not-for profit organization transactions, including joint ventures, tax status conversions and asset swaps. ► Established professional reputation as a trusted advisor and subject matter expert, publishing multiple articles on business strategy and valuation featured in industry and academic journals; authored determining valuation opinion in Caracci v. Commissioner of Internal Revenue, 456 F.3d (5th Circuit 2006), a landmark not-for-profit decision in tax and healthcare law.► Collaborates with attorneys in all phases of the litigation process including discovery, depositions and trial preparation. Reviews and critiques opposing expert opinions and testimony with clear and persuasive communication of findings through reports, exhibits and expert testimony.► Supports SEC reporting of publicly-traded companies by preparing valuation analyses of reporting units, intangible assets, non-controlling interests, equity securities, and complex compensation units. Performs sum-of-the-parts analyses and evaluates implied control premium in context of annual goodwill impairment testing. Show less

► Presents to graduate and undergraduate students on topics of finance and security valuation► Leads discussions with Faculty Advisors on sector analysis and asset allocation► Provides structured learning sessions for students and professionals pursuing CFA designation ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT UNIVERSITY OF MASSACHUSETTSRecognized for innovative research, metropolitan Boston’s public university offers its diverse student population… Show more ► Presents to graduate and undergraduate students on topics of finance and security valuation► Leads discussions with Faculty Advisors on sector analysis and asset allocation► Provides structured learning sessions for students and professionals pursuing CFA designation ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT UNIVERSITY OF MASSACHUSETTSRecognized for innovative research, metropolitan Boston’s public university offers its diverse student population both an intimate learning environment and the rich experience of a great American city. UMass Boston’s 11 colleges and graduate schools serve nearly 17,000 students while engaging local and global constituents through academic programs, research centers, and public service. Show less

► Recruited with dual mandate to expand local office revenues and support national new business development in healthcare and financial services industries ► Recognized industry expert on valuation of asset management firms; advised Boston based public company on M&A strategy of asset managers; authored article on consolidation and valuation in asset management industry; designated expert for deposition testimony ► Supported private equity transactions in healthcare industry;… Show more ► Recruited with dual mandate to expand local office revenues and support national new business development in healthcare and financial services industries ► Recognized industry expert on valuation of asset management firms; advised Boston based public company on M&A strategy of asset managers; authored article on consolidation and valuation in asset management industry; designated expert for deposition testimony ► Supported private equity transactions in healthcare industry; performed dividend recapitalization analyses and valuation of intangible assets for SEC reporting purposes; advisor to NJ healthcare system in negotiation with Department of Justice on disputed Medicare recapture reimbursement► Led local professional development and mentoring opportunities through sponsored presentations and authored articles. Coordinated and directed all recruitment, hire and training efforts of local professional staff☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT VALUATION RESEARCH CORPORATIONValuation Research Corporation (VRC) is an independent firm that has been providing valuations to the U.S. and international business communities for more than 40 years. Our core services include financial opinions with respect to valuation, solvency, capital adequacy and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. Show less

► Managed a group of five professionals dedicated to serving the valuation requirements of clients in targeted industries, sustaining $1.5 million of annual revenues. Fostered strong relationships with a worldwide portfolio of clients and created a team environment for professional staff with focus on recruitment, technical training and career mentoring. Developed exposure as a thought leader in the healthcare and financial service industries through national industry presentations and… Show more ► Managed a group of five professionals dedicated to serving the valuation requirements of clients in targeted industries, sustaining $1.5 million of annual revenues. Fostered strong relationships with a worldwide portfolio of clients and created a team environment for professional staff with focus on recruitment, technical training and career mentoring. Developed exposure as a thought leader in the healthcare and financial service industries through national industry presentations and authored articles. ► Led team of U.S. and international professionals value a private equity portfolio of a New England bank in a super-regional merger transaction. Rendered a financial opinion on 250 private equity investments across multiple industries in excess of $1.5 billion. Assisted Firm's Partners with the presentation of results to the executive management committee of the merged company. ► Provided direct support to the Attorneys Generals Offices' in five states assess the proposed sale price of public assets to private organizations; wrote financial opinions for public consideration in the evaluation of not-for-profit conversion transactions. Provided expert testimony in hearings of the Rhode Island and Connecticut state legislators on the value of assets in proposed transactions with publicly-traded companies.► Designated liaison with the firm's London office in coordinated client initiatives and professional exchange programs. Recognized thought leadership with Outstanding Professional Development award in Corporate Finance ☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲☲ABOUT PRICEWATERHOUSECOOPERSPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. It is the second largest professional services firm in the world, and is one of the Big Four auditors Show less

► Supervised the preparation of financial results used by executive management of Shawmut Bank, N.A. on quarterly earnings calls with equity analysts prior to being acquired into Bank of America► Performed merger and acquisition analyses for the CFO, including financial modeling, scenario analysis, valuation and pro forma EPS estimates; assisted business line managers with due diligence post acquisition integration issues► Research and authored internal study for executive… Show more ► Supervised the preparation of financial results used by executive management of Shawmut Bank, N.A. on quarterly earnings calls with equity analysts prior to being acquired into Bank of America► Performed merger and acquisition analyses for the CFO, including financial modeling, scenario analysis, valuation and pro forma EPS estimates; assisted business line managers with due diligence post acquisition integration issues► Research and authored internal study for executive management of the potential impact of new intrastate banking regulations on Connecticut's commercial banking industry► Developed a cash-flow based methodology for allocating investment capital to business lines based on risk/reward measures. Modeled differences in ROE using risk capital and regulatory capital requirements; framework incorporated into banks FP&A reporting and annual budget process. Show less