Investment banker with expertise in M&A, private equity, structured finance, investment management, consulting, and executive leadership. 37 years of experience structuring, negotiating, and closing complex transactions for operating entities and financial institutions. I have advised corporations, institutions, and large family offices. Executed transactions and consulting assignments across several industries including manufacturing, service, distribution, energy service, and real estate development. Experience includes M&A, capital raises, and closing transactions for clients with operating assets in multiple countries managing exposure to interest rates, commodities, and currencies. Representative transactions include capitalizing projects, recaps, buyouts, growth strategies, construction projects, and operating needs. Executive leadership includes leading an operating committee of 9 executives, 180 professionals, a substantial P&L, and functioning as a key member of the Merrill Lynch Global Bank Group’s operating committee. Nonprofit work includes trustee of the Seton Fund, past chair of A Legacy of Giving (an educational non-profit that teaches philanthropy in schools), and founding chairman of The Fifty (a philanthropic affiliate of Seton Hospital system).
Listed skills include Investments, Leadership, Strategic Planning, Management, and 44 others.