Leading origination and execution of financing solutions for technology and technology based green energy companies. Strategic analysis, finance structuring, and mergers and acquisition advisory. Building on Brooks Houghton's expertise in building optimal equity and debt solutions and drawing on the firm's global network of capital providers and investors.

Developing funding strategies and building business models for growth companies. Recent projects have included: • Advising a specialty private equity group in its first fund raise, including refining its investment strategy and negotiating commitments and terms with limited partners. • Developing financial modeling for a health insurance analytics startup led by a leading team of entrepreneurs with multiple successful exits. • Leading capital planning efforts for a late-stage software startup targeting real time process-engineering for the hospitality industry.

Board Member at Massachusetts' premier brewer of handcrafted and award-winning ales and lagers.

One of senior members of Technology Banking team focused on expanding the bank’s lending coverage to a national footprint as Citizens transitioned from ownership by Royal Bank of Scotland to independent operation. Originated and executed left lead and joint lead syndicated loans to digital media and communications companies. • Helped rationalize existing Technology Banking Portfolio by evaluating client fit and revenue potential to improve profitability of lending relationships.• Expanded PE sponsor coverage to key technology focused Private Equity firms resulting in new lead managed transactions.• Won clients and gained internal approvals for challenging financing transactions by successfully coordinating origination, credit and leveraged finance efforts.• Earned Citizens’ first ever Merger & Acquisition advisory role with development of key intellectual property.

Built funding strategies and developed business models for early stage digital media and applied technology companies. Constructed supporting financial models, investor presentations, and negotiated terms and conditions of financings. Rationalized internal operations and bridged technology development between the development team, partners and customers. Key projects included:Chief Partnership Officer at MedicalRecords.com, the world's largest directory of Electronic Medical Records vendors. Built initial client relationships with EMR software vendors, and negotiated business terms and conditions for first revenues. • Reorganized equity structure of company and implemented OKR framework to align employees efforts with company’s strategic goals. • Improved inbound marketing by optimizing keyword mapping in content creation, raising SERP ranking to top five in multiple key categories.Partner at Incellia, which has developed a comprehensive technology solution providing a globally secure mobile data communication platform as an overlay over all existing mobile networks. Created new business model and rationalized business focus for Incellia.• Reduced Initial capital requirement 90% by eliminating line of business and re-architecting core technology build out to scale linearly with user base. Structured multi-stage investment plan to provide key feedback points, minimizing investment risk. • Aligned company development focus with emerging mobile security needs. Chairman & Co-Founder of BrandFusion Media, a digital media company focused on designing in-location branded video channels. • Re-engineered company focus and revenue model, enabling signing of pilot development contract with premier national fast food restaurant chain. • Negotiated and executed successful sale of company.

Spearheaded cross-Atlantic financial advisory services, including mergers & acquisitions, and private partnership fund raising.

Developed and managed client acquisition and coverage strategy for firm’s largest investment banking branch office. Led team of 10 investment bankers covering enterprise and internet software markets. Originated Venture Capital financings for Hambrecht & Quist funds.• Highlighted firm capabilities and intellectual property in multiple technology sectors, designing and presenting finance solutions to senior managers and Boards of Directors.• Led cross border transactions for US, Canadian and UK-based companies accessing US and European capital markets. Executed complex merger assignments.

Performed fundamental equity analyses and made investment recommendations for Peter Lynch’s growth company investing group. Authored comprehensive investment reports, which included strategic industry and company analyses, detailed financial modeling, and authoritative investment recommendations. Generated substantial multi-year positive alpha.