Mcgavock Dickinson Bransford Email & Phone Number

San Rafael, Ca, Us

Provide M&A and capital advisory services to middle market and selected emerging growth companies whose technology, product or service helps slow or adapt to a warming climate. McGavock Dickinson Bransford is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.

Invited by two former clients, now cofounders, to join Board as 1st non-executive director. The energy transition is dependent upon rare earth elements (REE) and the US badly needs additional supply. Company has licensed a U.S. Dept. of Energy/National Labs technology and is working with an overseas entity to exploit a new REE source that avoids the cost and time needed for mine site development.

New York, New York, Us

Lead M&A and equity or debt capitalization engagements from origination through strategic planning and transaction processing. Building a transnational Climate Action focused practice supporting the capitalization, merger & acquisition needs of like-minded companies and investors. Select supporting elements: • Fintech platform to utilize available equity crowdfunding regulations • Climate Recovery Bonds™, a floating rate, inflation resistant and fully compliant green bond instrument designed for climate-motivated, insurance company fixed income investors to earn a principal protected, risk adjusted return while capitalizing “hard-to-abate” industries’ transition from fossil fuels. I conceived the CRB positioning, created the greenhouse gas abatement Excel model and wrote all requisite Green Bond Principles documentation for the first issuance of this instrument which was designed by insurance & financial engineering solutions firm Stronghold Group.Direct deal experience or involvement: cleantech, advanced materials, medical devices and medtech manufacturing, electronic manufacturing services, clinical research and regulatory submission software, semiconductor test boards, water tech, healthcare services, business services, consumer financial services and packaged goods, enterprise software.

Formed and operated the TranzEquity Advisors-branded practice within ABI Group, Inc. to focus on serving companies in medical and/or IT markets, healthcare, cleantech, business services, manufacturing.

San Ramon, Ca, Us

Was 20% Shareholder of ABI Group, Inc. parent of ABI Business Sales, Mergers & Acquisitions, one of the West Coast’s earliest business brokerage and advisory firms. High client satisfaction created referrals.

See listing below for detail.

Walnut Creek, Ca, Us

Prior consulting client for three years operating as executive level interim management, then joined as Assistant Vice President, Membership & Branding (Marketing/Product Management). Promoted to VP Strategy after eight months. Led planning initiatives, including Corporate Customer Relationship Management (CRM) strategy to build profitability through data mining and analysis, customer acquisition, retention and lifetime value programs. Work has remained in use for many years. $2 billion revenue diversified company with 6,000 employees, multiple business lines.

Self-employed consultant focused on strategic marketing with some assignments acting as interim management. Operated twelve years total. Prospected and serviced large corporate, middle market and start-up companies, with highly satisfied consulting clients typically expanding relationship beyond initial assignment length and scope.• Highlights: acquisition integration; turnaround; start-up; pre-sale value enhancement; acquired small company.• Clients: AAA, Asurion, Sahara Natural Foods, DMR, (start-up), Delphi International (start-up), Specialty Brands, Pacific Bell Network Integration

Walnut Creek, Ca, Us

Promoted. $65 million revenue P&L and marketing responsibility – won “Excellence” awards.

Masters Of Business Administration, Executive Mba In International Business, Classes Taught In U.S., Asia And Europe

Executive Education Certificate, Corporate Strategy

Misc. Classes, Post Graduate Study

College Preparatory Boarding School

Education record

Bachelor Of Science (B.S.), Advertising (Industry-Focused Business Degree)