I manage a team of professionals that use proprietary data and methods to tackle difficult problems facing business leaders and provider actionable insights on what’s now, what’s next, and what they need to do about it. We are the leading providing of information and analysis on commerce and payments. Our work is based on sophisticated data analysis of both primary and secondary data using skills in econometrics, survey design and analysis, financial analysts, and application of data to the payments and commerce ecosystems.

Works with clients to analyze, size and scope competitive and strategic market conditions and assess the economic impact of market dynamics utilizing data from a variety of secondary and primary sources. His work includes the creation of operationally based financial models to identify and measure KPIs, enabling quality strategic decisions including: product design and pricing, market sizing and revenue potential, financing and capital structure alternatives, operational and financial risk/return, and sensitivity analysis. He has 20 years of experience in the area of competitive and industry data analysis, industry research, and valuation analysis to support financial plans, including the development of sophisticated financial models to determine the impact of revenue and profitability growth on the value of a business, market or market niche. He is a key MPD project resource on matters involving the examination of the competitive payments landscape and the size and scope of key market opportunities therein.

Cofounded a boutique consulting and investment banking firm. Draw upon expertise in corporate finance and financial strategy and upon strong analytic and research experience, enabling the firm to serve a broad range of clients across all industries. Focus on small and middle-market client companies (e.g., family-owned and closely held firms), as well as larger clients that include a major U.S. airline and a nationally recognized financial institution.Provide corporate financial modeling, market research and analytics, economic analysis and projections, and security pricing and valuation, including reviews of historic qualitative and quantitative data. Work with senior management teams of client firms to understand the firms’ strategic direction. Review strategic plans related to corporate growth, including capital structure alternatives. Present results to senior management teams, boards of directors, and company owners. Assist in negotiating deal terms for clients that need to raise capital from institutional and venture capital firms. Serve as the financial operations principle for The Trinity Group, LLC, the company’s wholly owned subsidiary. Review the company’s finances and verify the company’s net capital position. Monitor the firm’s financial data and provide regulatory focus reports and filings to the Financial Industry Regulatory Agency (FINRA).

Oversaw corporate strategic planning and analysis activities for a 330-person startup joint venture with $20 million in annual revenues. Reported directly to the CFO. Worked with technical staff and product marketing management to develop the company’s network architecture and service capabilities in the content production and digital video service markets. Worked to optimize service delivery from a cost standpoint. Performed market research to analyze the company’s economic and competitive environment, helped the CFO identify and evaluate potential acquisition candidates, and supported merger and acquisition activities. Built and maintained the company’s financial operating model and performed competitive analyses of the company’s financial and non-financial operating results. Developed, analyzed, and reported on key performance indicators, as well as created capital budgeting analyses.

Performed economic analysis and research for a dispute resolution firm on high-profile telecommunications, oil and gas, and pharmaceutical cases. Provided financial expertise in litigation matters involving security and derivative security pricing and fraud, portfolio valuation, antitrust, and corporate governance. Assessed economic damages using discounted cash flow and comparable methodologies. Developed free cash flow forecasts and cost of capital and reasonableness tests for firm valuations. Created financial statements and profitability assessments for a derivative trading account. Evaluated stock prices and market reactions to business announcements. Managed competitive price discrimination analyses. Developed methodologies to calculate and normalize net prices across manufacturer and wholesaler databases. Reviewed employment records and conducted statistical analyses to analyze race- and age-based discrimination claims. Reviewed company and industry data to estimate product royalties.