BDO’s Private Equity Practice supports Private Equity sponsors, funds, and their portfolio companies with a full spectrum of professional services including audit, tax and advisory. Our integrated, multidisciplinary teams support both buy- and sell-side transactions around the world, easily transitioning to serve both portfolio and fund. Our professionals include a wide range of industry leaders, with deep experience in manufacturing, retail, pharmaceuticals, technology, healthcare, and many… Show more BDO’s Private Equity Practice supports Private Equity sponsors, funds, and their portfolio companies with a full spectrum of professional services including audit, tax and advisory. Our integrated, multidisciplinary teams support both buy- and sell-side transactions around the world, easily transitioning to serve both portfolio and fund. Our professionals include a wide range of industry leaders, with deep experience in manufacturing, retail, pharmaceuticals, technology, healthcare, and many other key industries. We assist private equity funds, portfolios, venture capital, mezzanine, and buyout firms, coordinating transactions in multiple countries. Our dedicated Private Equity teams provide fund services, transaction advisory, portfolio management, and compliance guidance.For more than 100 years, BDO USA has been recognized as a premier accounting, tax, financial advisory and consulting organization. Providing services to a wide range of publicly traded and privately held companies, BDO offers a sophisticated array of services and global capabilities, combined with the personal attention of experienced and committed professionals. BDO serves clients through 60+ offices nationwide. As an independent Member Firm of BDO International Limited, BDO serves multinational clients through a global network of 1,591 offices in 162 countries. Show less

Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism. Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an… Show more Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism. Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has grown into eight markets across the country including Atlanta, Chicago, Denver, Houston, Minneapolis, New York and Washington D.C. Show less

Tatum helps companies maximize the Office of the CFO and CIO with a focus on accelerating business performance to create more value. Using a unique blend of executive services, project consulting and permanent search, we provide human capital solutions to meet your needs with velocity. Organizations of all sizes call us when critical business challenges arise because we understand the urgency of NOW. Our professionals are seasoned strategic, financial, and technology leaders who have… Show more Tatum helps companies maximize the Office of the CFO and CIO with a focus on accelerating business performance to create more value. Using a unique blend of executive services, project consulting and permanent search, we provide human capital solutions to meet your needs with velocity. Organizations of all sizes call us when critical business challenges arise because we understand the urgency of NOW. Our professionals are seasoned strategic, financial, and technology leaders who have done the job before (i.e CFO, CIO, Controller, VP Finance, Director level). We know how to move quickly, objectively, and thoroughly, immediately integrating into your organization to assess challenges, pursue opportunities, and mobilize the right resources to solve problems and lead the achievement of results. Show less

Managed comprehensive financial solutions for individuals, families and businesses from investment management, retirement planning, college savings, credit, and insurance. Research investment solutions including mutual funds, individual securities, money managers and alternative investments for proper consideration for clients and prospects. Analysis includes industry and company research on a macro and micro basis.• Advised clients on proper asset allocation and portfolio strategies.… Show more Managed comprehensive financial solutions for individuals, families and businesses from investment management, retirement planning, college savings, credit, and insurance. Research investment solutions including mutual funds, individual securities, money managers and alternative investments for proper consideration for clients and prospects. Analysis includes industry and company research on a macro and micro basis.• Advised clients on proper asset allocation and portfolio strategies. • Conducted seminars to prospective clients involving retirement planning. • Obtained the Chartered Retirement Planning Counselor ® designation from The College of Financial Planning®. Show less

Managing Director and Principal in a start-up boutique advisory and investment management firm responsible for sourcing and executing investment management advisory engagements for private investment firms and regional/community banks. • Performed extensive due diligence on Small Business Investment Companies (SBICs) and their existing and divested portfolio including investment and due diligence policies, risk management procedures, and credit risk analysis. • Advised banks on… Show more Managing Director and Principal in a start-up boutique advisory and investment management firm responsible for sourcing and executing investment management advisory engagements for private investment firms and regional/community banks. • Performed extensive due diligence on Small Business Investment Companies (SBICs) and their existing and divested portfolio including investment and due diligence policies, risk management procedures, and credit risk analysis. • Advised banks on Community Reinvestment Act (CRA) investment solutions. Show less

Member of corporate finance advisory team for middle-market and large companies and private equity firms in need of capital structure evaluation, capital raising, lender and investor negotiation, product/service line profitability analysis, cash-flow management, due diligence, restructuring, risk management and joint-venture/M&A advisory.

Structured and syndicated over 30 bank debt deals ranging in size from $50 million to over $3 billion (totaling over $20 billion). Deals included both underwritten and best efforts. Highly leveraged and investment grade deals for acquisitions, LBOs, recapitalizations, working capital and commercial paper back-up for both public and private companies.

Conducted audits for entities ranging from small not-for-profits to Fortune 100 companies in several different industries. Drafted and audited financial statements and performed control testing of financial procedures. Obtained CPA designation in the state of Virginia.