Private Equity Investing and M&A Advisory Services

A revolutionary skate company with patented technology to develop, market and distribute a two wheeled angled roller-skate product along w/ accessories and protective gear.Chief Executive Officer 2009 - 2016▪ Managed manufacturing in China and Thailand for an award winning sports product (Time Magazines Amazing inventions of the Year, and great PR from Cesar Milan (The Dog Whisper), TV shows and magazines (Business Week, Men’s Health and many others).▪ Responsible for finance & accounting as well as manufacturing, marketing, PR, sales, HR and operations. ▪ Increased our retail sales network both within the United States and abroad as well as signing distribution agreements in Europe (The Netherlands, Switzerland, Spain/Portugal and the UK) and South America (Brazil and Argentina) as well as Mexico and Canada.▪ Sold over $15MM in gross sales and prepared the company for a strategic sale in late 2015. Chief Financial Officer 2005 - 2009▪ Joined the firm pre-revenue and closed a $1.5MM Series A financing round.▪ Took the lead and managed us successfully through a self-imposed product recall and met all requirements of the Consumer Products Safety Commission just six months after our initial product launch.▪ Led a deal to get us into 50 retail locations and hundreds of thousands of Sharper Image catalogs. ▪ Designed, managed and closed a multi-traunch financing including a convertible debt instrument with a private equity firm based out of New York and Israel.

GreenRoom & Associates was founded as an M&A, Transactional & Advisory firm with an interest in sports equipment, fitness, nutrition, education & technology. We are active investors and invest in people as well as products/services. The majority of the firm's fees were taken as equity/options/warrants - betting on both their own expertise as well as the companies and management teams.

A private equity and strategic advisory firm with satellite offices in Santa Barbara, New York and Hong Kong. I have been fortunate to work with West End Partners on multiple occasions since I joined them as a Summer Associate during business school (while at UCLA). Perhaps my most enjoyable role was serving as the CFO of an imaging company in Northern California for 18 months. Collectively, we were able to turn around a struggling firm and sell it to a Fortune 100 company.

Responsible for two divisions of all aspects of finance, accounting, headcount, P&L and budgeting. Charged with creating Path to Profitability, Lifetime Value of a Customer and Marketing Acquisition Cost targets for Broadband and EarthLink Everywhere products. P&L, Budget, Forecast and General Ledger responsibility for Broadband, EarthLink Everywhere, and Customer Experience Divisions.▪ Increased subscriber count from 215,000 and 11% of total revenue in Q4 2000 to 500K and to 15% in 2001.▪ Evaluated company and subscriber targets with an aim toward generating both accretive and strategic acquisitions and equity investments (Flashcom, 2Wire, OmniSky and Covad).

Was responsible for a 8 state region (CA, AZ, NV, OR, HI, WA, UT & CO) and managed all aspects of the business to include the sales and installation of satellite television networks for both MDUs and SFUs. We had approximately 20 different ethnic channels that we offered via DISH network and DirecTV. When the entire business went through a particulary challenging time, I formulated a small investment group and tried to purchase the business in order to turn it around. I was outbid and out-maneuvered by the folks at DISH networks. I though I have a wonderful business plan under the name of HALO World Media. I was one of a handful of employees left at the time of the sale (down from several thousand). I got the opportunity to work with many talented and extremely hard working folks while at SkyView.

Cendant Software was a roll-up of four distinct educational and entertainment software brands: Davidson, Knowledge Adventure, Sierra and Blizzard. My role was in the executive office working directly for the CEO on special projects such as: 1) leveraging the family of of Cendant companies such as Ramada, Century 21 and Avis w/ promotions and bundling efforts, 2) thorough review/analysis of all of our marketing spend to include print, MDF/Co-Op and trade shows, and 3) analyzing operational budgets and timeliness of release dates for both new titles and upgrades to current editions.

Member of management team for an R&D startup business that developed light valve products. Managed day-to-day financial activities and startup of venture, including equipment purchases, letters of credit, operations, and implementation of financial controls. Responsible for attracting, motivating and retaining key employees. Managed HR function, lease negotiations, bank and vendor relationships. ▪ Prepared quarterly financials, flash reports, and performed controller function. Developed financial models that incorporated the use of pro forma statements, NPV, Cost of Capital, and M&A activity for the company.▪ Prepared the company for sale, collected comparable company valuations and participated in the negotiations leading to the divestiture of the firm to a Fortune 100 company.

Directly managed Toyota’s $2.5 billion Commercial Paper program, issued structured notes, medium-term notes and Euro bonds in fifteen currencies under Toyota’s $4.0 billion U.S. Medium Term Note and $9.5 billion Euro-Medium Term Note programs. Provided coverage and color to senior management on key economic indicators and interest rate forecasts in the U.S. and international markets.▪ Devised issuing strategies and conducted comprehensive review of commercial paper dealer program.▪ Analyzed and executed derivative-based hedging proposals, including swaps, corridors, captions, range floaters, knockout caps, and prime/CP basis swaps.▪ Developed financial models to price bonds, monitor cost of capital, and forecast capital requirements.*Initiated and led TMCC's first ever South African Rand medium term note. Pitched it to Senior Japanese and American management teams, sold it to the world as led by Paribas (and further syndicated by UBS, Goldman Sachs and Merrill Lynch).