Pursant is a boutique middle market investment banking and advisory firm that specializes in M&A, capital raises, transaction services, financial leadership support, business value enhancement and coaching. The firm's powerful, integrative, customized suite of services delivers the insight and guidance owners seek to confidently navigate important strategic initiatives. The firm uses a deep immersion process, its expansive networks and experience as owner/operators, dealmakers and financial professionals to help its clients achieve optimal outcomes.

Upright Law is a tech-enabled, national consumer bankruptcy law firm backed by a private equity sponsor. The firm is one of the largest filer of consumer bankruptcies in the US with partners in approximately 45 states.

Mindcrest provides tech-enabled legal services in the areas of contract management, compliance, litigation support, and analytics. I am responsible for all financial functions within the company, with a particular focus on capital needs and growth strategy. I work closely with the Pune, India office to co-ordinate all aspects of accounting, treasury, and financial reporting.

Lancaster Gate Advisors is a lower middle market business advisory firm. LGA works with owners, boards, lenders, investors and other advisors to deliver a broad range of professional services:• Capital raising strategy and execution• Transaction due diligence• Financial restructurings and distressed situations• Interim management• Operational consulting• Sell side M&A assignmentsRepresentative Engagements:• Arranged $12.5MM bank facility and $1.5MM of subordinated debt for specialty finance company• Created financial model and wrote information memorandum for consumer products company• Acted as restructuring advisor and interim CEO for a 2,000 member not-for-profit• Performed transaction due diligence and served as CFO and COO for acquired sports facility• Advised environmental services business on strategic plan including debt and equity raiseAll securities transactions conducted through StillPoint Capital, LLC (Tampa, FL) Member FINRA / SiPC.

Provided direction and oversight of the financial management of an early stage, online secondary ticket market exchange. Business raised over $7MM of equity capital from high net worth investors during tenure as CFO.

Sourced, reviewed and executed private capital raises and principal equity transactions. Marketed transactions to prospective debt and equity investors.

Performed valuation, recovery and capital structure analysis on restructuring engagements. Analyzed performance, assessed strategic direction and evaluated add-on opportunities for portfolio companies.

Provided analytical support for M&A, restructurings and public and private capital raising engagements as an industry generalist.

Structured and priced senior debt facilities for corporate borrowers, financial sponsors and project financings in Europe and Middle East. Marketed loan participations to financial institutions. Represented group in credit committee meetings.