Managing Director
CurrentMANAGING DIRECTOR – Boutique merchant bank making principal investments and providing financial advisory services including capital raising, mergers & acquisitions, and restructuring advice to middle-market companies. • Extensive private equity, capital markets, deal sourcing, investment analysis, and client management experience• Work effectively in entrepreneurial environments leading team efforts in deal management and complex analytical valuations• Point of contact for internal and external stakeholders including senior bankers, financial sponsors, clients, accountants, and legal advisors• Excel in sophisticated valuation, capital structure, internal rate of return, and M&A analyses• Extensive experience in financial modeling, confirming company financials and forecasts, and interacting independently with senior management teams• Utilize discounted cash flow, comparable company, and precedent transactions methodologies• Coordinate and manage due diligence, investor road shows, and deal closing processes • Outstanding organizational, leadership, and interpersonal communications skillsPrincipal Involvement through Morpheus2011-PRESENT ACOUSYS BIODEVICES INC, NEW YORK, NYCO-FOUNDER AND CFO – Start-up medical device company engaged in the photoacoustic detection and automated capture of viable circulating tumor cells. Patented platform technology allows for further genetic analysis of captured tumor cells enabling more targeted prognosis and treatment. 2011-2016 UNITED CARIBBEAN LINES LLC (UCL), NEW YORK, NYPRINCIPAL AND CFO – Start-up seeking to establish the first passenger and cargo ferry services from leading ports in Florida and the U.S. Gulf States to major Caribbean destinations including Havana, Cuba and Cancun, Mexico.
