Leading the national business development activities, focused on private equity and public companies, for one of the U.S. leading and most respected financial valuation firms. Principal services include fairness opinions, solvency opinions, valuations for financial and tax reporting (including purchase price allocations, portfolio (mark-to-market) securities, asset impairment studies and stock options), distressed securities and turnaround valuations, trust and estate valuations, litigation support and intellectual property. Empire Valuation, which has completed approximately 45,000 valuation projects in its 30-year history, has 80+ valuation specialists in six national offices.

Led business development efforts in the United States for one of the leading and largest U.S. valuation firms, providing the full range of business and securities valuations (including stock options, warrants and portfolio securities), fairness opinions and solvency opinions, purchase price allocations, goodwill impairment studies, and asset appraisals. Also sell significant work in financial due diligence (Quality of Earnings), forensic accounting, interim CFO services, litigation support, corporate recovery services and audit and tax services. Our valuation Services facilitate the full spectrum of corporate transactions, including mergers and acquisitions, private placements of debt and equity, venture capital transactions, and restructurings. Built practice into a national leader for U.S. Private Equity Funds, working with over 200 of the top Buyout Funds and dozens of Venture Capital funds. We also work regularly with the Fortune 500 and with many middle-market public companies.

Founded and managed investment banking / financial advisory firm specializing in raising private equity capital and advising on mergers and acquisitions strategies to early-stage and mid-sized companies. Lead consultant to Pennsylvania’s Ben Franklin Technology Investment Partnerships.

Investment Banking and Mergers and Acquisitions

Lead firm's corporate finance transaction and business development efforts in the Oil & Gas, Alternative Energy, Real Estate and Limited and Master Limited Partnership arenas.