Highlights:* Raised $8.5 million in capital through a Regulation D, 506 private placement offering to purchase residential lots from distressed home builder inventories in Dallas/Ft Worth area.* Raised equity and secured debt financing for 70 residential lots in Castle Rock, Colorado, two 100,000 square foot commercial buildings in Dallas, TX, and for large-scare residential unit construction in The Craig Ranch in McKinney, TX.* Raised $2.5 million to purchase and develop 54 acres in McLoud, OK on I-40 with 20M traffic count past property. Joint ventured with development team to master plan and develop property into luxury recreational vehicle park with pro forma value of $15 million.

Analyzed risk arbitrage opportunities spanning multiple industries for an internal value-biased/even-driven fund. Due diligence process involved comprehensive deep fundamental research and valuation analysis of companies undergoing specific events (mergers, spin-offs, bankruptcies etc.) Quantitative research coupled with valuation analysis with detailed financial projects, and discounted cash flow models.

*Provided full-time coverage for 17 risk arbitrage/special situation hedge funds and 7 relative value hedge funds managing between $100 million to $4 billion in assets under management. *Educated and advised clients on merger arbitrage ideas and special situations in the United States, Canada, and Europe.*Delivered firm resources by providing fundamental research analysis and arbitrage research analysis to industry conferences and visiting corporate executives. * Offered real-time market feedback and commentary on proposed corporate transactions.

*Authored private placement memorandums, raised capital, and co-managed 8 real estate syndicates. *Acquired and later sold hotel property for $3.4 million delivering a 20% ROI to investors.*Raised $4 million from investors and secured $10 million in bank financing for purchase and development of 130 acres in Branson Hills, MO.*Raised $2 million startup capital through Regulation D private placement offering and an additional $4.9 million from shareholders in SEC approved Regulation A stock offering for Marathon Homes. Later to be one of the largest home builders in Tulsa, OK.*Assisted in positioning company for IPO and delayed SEC filing in wake of down turned market. Helped secure $36 million line of credit for construction and operating capital.*Negotiated purchase of Phoenix based custom home builder with annual revenue of $20 million.