Managing Director at Carl Marks Securities with more than 15 years of capital markets experience, including merger and acquisition transactions, capital raising, strategic planning, and valuations. Worked with clients across a wide range of industries, including real estate, consumer products, oil and gas, manufacturing, business services, for-profit and non-profit education, food & beverage and healthcare. Specializes in working with wealth advisors and their business owner clients who may be contemplating a sale (or other major financial transaction). Services integrate well with wealth advisors and helps clients with a sell-side transaction in conjunction with the wealth advisor managing the estate planning process. The transaction helps the owners increase liquidity and grow their assets under management.