Corporate Finance Specialist
CurrentI advise business owners on optimizing financial strategy, valuations, and M&A. I help on anything international, having worked and traveled in over 40 countries, and speak fluent French.I am industry-agnostic, and currently have Bay area clients in the areas of eCommerce, Health & Wellness, Entertainment, Specialty Food, Technology, and Cannabis. I have advised on a worldwide licensing agreement with a luxury brand, SBA loans, phantom shares, Vendor Financing, bank lines, cost and access to raising equity capital vs debt. I spent a year as SVP Corporate Finance for a Cannabis start-up in CO, and worked on a $20m private placement. It was never launched due to audit problems, but provided me fascinating insight into how the SEC and financial institutions view Cannabis.I look for the win-win, and only formulate deals based on honesty, transparency, and willing buyer and seller. I know how to pitch, but I am also a securities professional and conscious of the legal risks to business owners of over-zealous representations.I usually bill monthly, and quote work by the project, based on an hourly rate and incentives. I do not accept success-fee-only work.While an investment banker I was responsible for structuring and signing off on over 500 transactions, including a $1 billion financing for Euro Disney; an IPO for a subsidiary of the Elders group in Australia listed on three stock exchanges (Hong Kong, London and Melbourne); Exchangeable Preference Shares for Jardine Matheson in Hong Kong; an issue of Restructured Perpetual Floating Rate Notes for Roquette Frères in France; and the largest (at that time) international secondary offering of shares ever, for Philips N.V. of the Netherlands. I started my career in municipal bonds and worked on transactions of over $4bn, including: public power stations in Louisiana and Georgia, mortgages in Montana, Wyoming and Florida, hospitals in Nevada and California, highways in Montana, airports in Atlanta and Dayton.