As the Managing Principal of FCA Advisors, a SEC/FINRA broker-dealer/merchant bank, I have been providing interim and strategic management leadership, M&A services, and capital structure advisory services to clients across various industries for over 40 years. My mission is to create and execute a collaboration of strategies and transactions that enhance shareholder value, optimize capital efficiency, and solve complex business challenges. I have a proven track record of delivering results in diverse and challenging situations, such as leading international management buyouts, reorganizing global operations, promoting novel financial structures, and executing public unsolicited bids, often by challenging the status quo.I bring a unique blend of experience, entrepreneurship creativity, and persistence to every engagement and deep expertise in corporate development, finance, and turnaround management. I have earned the trust and respect of my clients, who appreciate the quality and consistency of my service. Some of my notable clients include GlobalCare Clinical Trials, Turtle Wax, Kraft Foods, Jarden, and Parsons Corporation. Prior to founding FCA Advisors (formally First Chicago Advisors), I held executive positions at BMO Capital Markets and Merrill Lynch. At Kidder Peabody, Smith Barney, and Chemical Bank (nka JP Morgan), I developed and honed my M&A, corporate finance, and business strategy skills. I also have an MBA from Kellogg School of Management, Northwestern University, and multiple licenses issued by FINRA/SEC.
Listed skills include Mergers And Acquisitions, Corporate Finance, Finance, Strategy, and 20 others.