Provided in-depth equity research coverage of more than 30 companies across a variety of industries. Initiated research coverage of more than 15 companies over a three-year period.Successfully executed 8 IPO and secondary equity offerings with more than $1 billion of total capital raised.Created and authored the Specialty Consulting Quarterly, the only report of its kind in the equity research industry focused on fundamental performance trends and investment implications for publicly traded specialty consulting companies.Presented stock recommendations and investment thesis to both internal and external constituents.Built and maintained strong relationships with executive management teams of publicly traded and privately held companies, institutional investment managers, traders, salespeople and advisors. Led "non-deal" road shows with executive management teams and top institutional investors.

Led a large, national team that provided asset valuation, due diligence, and other transaction advisory services to clients in connection with acquisitions and dispositions of real estate portfolios in the hospitality, industrial, office and retail sectors.