Advisor to small to medium sized companies, preparing them for an ownership transition and helping them sell for the best price when they are ready. Representing entrepreneurs and business-builders as well as financial sponsors. Experience in a broad range of industries such as machinery, construction, medical devices, security, instrumentation, distribution, B2B business services, and automotive. Based in the New York metro region, working nationwide.

Strategic mergers and acquisitions advisor specialized in executing tech-enabled competitive sale processes for small to medium companies. Provides expert advice & transaction support from planning to close. Exitplace manages sale processes in the lower middle market for privately-owned and entrepreneur-built businesses as well as sponsor-owned companies. Experienced in optimizing the marketing message that highlights a company’s unique attributes to attract the right buyers, and managing a competitive sale process to maximize the value of the business while maintaining confidentiality and protecting key employees.

Independent consultant providing strategic and financial advisory services to corporations and non-profit organizations.

Head of North American Industrials Strategic Advisory sector team responsible for relationship management and providing strategic advisory services and mergers and acquisitions execution to multinational industrial corporations. - Managed client relationships and originated cross-border M&A transactions in industrial, security and automotive sectors in North America and Europe- Coordinated global client-service teams in marketing and execution of investment banking transactions for corporate clients, including leading new business pitches, negotiating engagement terms, negotiating domestic and cross-border mergers and acquisitions, strategic partnerships, financial advisory and debt and equity capital raising- Originated value-added transaction ideas and executed transactions for U.S. and European multinational corporations as well as mid-cap companies and financial sponsors - Planned and maintained departmental budget- Managed and trained a team of professionals and recruited analysts and associates from leading universities

Advised corporations on divestitures and acquisitions, with responsibility for financial analysis and execution of a broad range of transactions as well as new business development.Developed and facilitated training program for new analysts and associates.

Assisted clients in the evaluation of mergers and acquisitions and analysis of alternative financing strategies.