Performed over forty valuations of business enterprises, private equity and debt interests, intangible assets, and complex derivative securities for corporate development, financial reporting, tax planning, litigation, capital planning,and M&A for a diverse set of clients ranging from closely held family businesses to private equity owned platform companies.Independently developed the firm's first internally-developed valuation models for complex derivatives, contingent consideration, and real options, expanding the firm's service offerings and expertise, resulting in over $100,000 of additional services a year that were scoped, signed, and completed largely independently

Sourced and screened seed round equity investment opportunities within the energy, healthcare and financial services industries, and lead due diligence that supported the completed investments in Learnmetrics Inc. and HearHere Radio, Inc. (DBA Rivet News Radio) Implemented an online deal flow management platform that increased consistency, speed, and transparency in the investment process leading to actionable insights into the deal pipeline, and created a college fellowship program to hire ten students to assist in sourcing regional deals, which resulting in a threefold increase in the top end of the deal pipelineCollaborated with the firm’s counsel to prepare term sheets for potential investments and participated in the company's regular investment meetings and in-person pitches from entrepreneurs