Corporate & Strategic Advisor
Lead consultant in the Strategic Corporate Finance practice, focused on selectively providing independent corporate advisory and support services to management teams and stakeholders. Clients include public and private companies in Technology, Consumer and Professional Services sectors, private equity firms, financial sponsors and intermediaries who range in strategy from growth, to leverage, to credit and distressed investments.ACCOMPLISHMENTS: ►Provided strategic planning, capital raising and M&A support to a privately held SaaS company. Conducted a comprehensive review of strategic plan and revised company business model in preparation for financing round. ►Engaged by a PE backed CPG company to analyze an acquisition target. Performed due diligence to assess market potential, competitive landscape, target attractiveness and perform merger consequence analysis. ►Advised a leading video ad-technology company on available liquidity options including acquisition, outright sale, capital markets introduction (IPO) and associated deal structures. Developed material for BOD and potential investors. Further support provided as the company interviewed and assessed capital market advisors