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About: Eastridge Capital, LP provides corporate finance advisory services and is minority owned and operated. Eastridge’s leverages its investment banking experience with $33 billion of transactions and cross-border business development experience (US-India-China) on behalf of investment banking clients. The firm specializes in mergers, acquisitions and private placements.Managing Director, Registered Principal, Eastridge CapitalConsulted for Kettera Strategies providing business developmment services for its online marketplace for hedge fund investments. Reviewed business plan and growth strategy, and now researching and contacting prospective investors ranging from venture capital and family offices to strategic partners. Member of Kettera's Advisory Board.Blockchain Enthusiast – Actively following blockchain technology as it unfolds and new applications and use cases are launched. Activities include regular industry reading, viewing videos and podcast, and attending conferences, meetups and gatherings to increase my knowledge and network to prepare for tomorrow.Completed confidential assignment for next acquisition in roll-up strategy for Florida HVAC firm. Reviewed financial statements of client and target company and prepared combined five-year financial projections demonstrating cash flows to support acquisition financing. Contributed to business plan presenting savings and growth opportunities gained from new management and technologies. Prepared competitive local market analysis and explained benefits of combining “sales” and “customer service” oriented businesses.Informally advisor for branded design and manufacturer of quality knit garments for women’s active and fashionwear market. Advised on capital raise, joint venture opportunities and roll-out of innovative, patented industrial textile.Trustee for two funds securing welfare of young adults. Responsible for projections, budgets and expenditure approvals.

Co-founded Bellamy Oaks with James Goodman (2002) to offer corporate financial advisory, contract sales, technical professional consulting and recruitment services in the telecommunications industry. Activities later expanded into alternative investments industry.TelecommunicationsMovaz Communications, Inc. – Movaz retained Bellamy Oaks to assemble a contract sales team to help roll out its suite of optical equipment deployed in the metro environment. This new generation of optical infrastructure met the rapidly expanding needs of four market segments: telecom, cable, enterprise and government. My role was to identify prospective customers and connect with them to arrange for more comprehensive follow-up sales call.Positive Networks, Inc. – Positive Networks retained Bellamy Oaks to raise capital and add customers for this remote access service provider. We contacted both strategic and venture capital investors for this equity raise and contacted competitive local exchange carriers who would benefit by differentiating a commodity service.Confidential Client – Client engaged Bellamy Oaks for assistance selling dark fiber assets acquired through a distress sale of telecommunications assets. The dark fiber was installed in a densely populated urban setting which had imposed a moratorium on new construction. These valuable assets would allow the purchaser to compete with the incumbent service provider in a dense and lucrative market for data services.NHICOLO – Completed several assignments for this entrepreneurial telecommunications firm, including: an investment in secure external data storage for small to medium enterprises, development of a telecom colocation facility, and a new joint venture pairing a technology company with an established local document courier firm.

Co-founded Bellamy Oaks with James Goodman (2002) to offer corporate financial advisory, contract sales, technical professional consulting and recruitment services in the telecommunications industry. Activities later expanded into alternative investments industry.Financial Advisor to KD New York [kdnewyork.com] a designer and manufacture of women’s dancewear and fashion lines. Advised firm on cash management, forecasting, valuation and capital raising. Analyzed sales data by sku, channels and region. Contributed to patent for manufacturing innovative “knitted fabric.” Sourced legal, marketing and other professional services.Hedge FundsMinority Business Enterprise Management Participation Fund – Development advisor for planned $250 million fund of hedge funds featuring emerging minority managers. Assisted with development of investor presentation, fund documents, and provided industry contacts, market research, investor target list and contacted investors.Current Capital Management – Advisor to new $30 million global macro hedge fund. Services included business development, investor presentations, selecting service providers, cash flow models, identified institutional and family office investors and delivered presentations to investors.Martingale Technology Inc. – Founded by Iraj Kani, this software suite targeted the fund of hedge funds industry. Prepared business plan including financial projections, calculated initial valuation, developed investor presentation, and met with venture capital firms for this $2.5 million equity raise.Confidential Client – Monitored, selected and compiled global industry news and trends for a leading $15 billion fund of hedge funds. Prepared and submitted daily summary reports and special research projects as requested.

Assorted Startup & Entrepreneurial VenturesTeggar Capital – Prepared business plan and built network to launch secondary placements intermediary firm. Market upheavals left many portfolio managers over weighted in alternative investments and presented a market opportunity. Attended industry conferences and built relationships with secondary investor base, “friendly competitors,” legal firms, and negotiated joint venture agreement for firm with deep institutional investor base. I was invited to participate in business development calls with a partner investment bank to contribute my secondary placements expertise with its institutional investor client base. Ultimately decided not to launch business after extensive market analysis. Abstract Security, Inc. - Developed investor presentation and financial model in support of new business venture to alarm rural wireless cell towers to prevent theft of commodity metals, damage to equipment, and provide consistent security presence for unprotected assets. Team had successfully packaged security equipment vendors and had initiated conversations with telecommunication tower owners. Abstract Security never launched operations. Kiosk Banking System - New York City, as well as many urban areas have large populations of the “unbanked,” typically adult minimum wage workers, who cannot afford traditional bank minimum deposits and annual fees. Basic services are acquired through expensive check cashing and wire transfers companies. Kiosk Banking System planned to build its customer base by deploying kiosks using biometric identification technology couple with debit cards and pins.

PrincipalJoined former colleagues and client at this boutique merchant and investment bank serving the information technology and telecommunications industry. Reviewed over 120 acquisition targets in the (software) systems integrator industry for CGI’s principal client and conducted due diligence reviews on select targets. Recommended range of pricing and prepared bid offers on select targets in conjunction with CGI principals. Telecommunications TransactionsNuWave Communications: Prepared business plan, reviewed financial model, prepared valuation and investor presentation used to launch this innovative integrated rural telecommunications service provider providing voice, video and data. Secured approximately $5 million seed financing round and arranged and delivered financial presentations to both strategic and financial investors. Sourced this transaction via Lucent Technologies contacts. LighTrade Communications, Inc.: This firm was founded by seasoned industry professionals seeking to build a physical network and exchange wherein telecommunications service providers could anonymously obtain standardized units of long haul data transport capacity. This appealed to both smaller and larger telco service providers. Sourced from Lucent Technologies contacts, LighTrade retained CGI to assist with raising capital. We correctly identified investments banks as interested sources of capital as I-banks understood both developments in the telecom industry and the appeal of an exchange trading standardized units of transport capacity. PetroNet Communications: Introduced by a former Lucent Technologies contact, CGI was hired as financial advisor to assist PetroNet principals with preparing the business plan and financial model used to secure approximately $10 million in seed funding. PetroNet was a carrier’s carrier deploying fiber optic lines along energy pipeline right-of-ways and planned to build a national footprint.

Joined Isda & Co as Chief Financial and Administrative Officer for this women’s apparel design and manufacturer founded by Isda Funari (formerly of Esprit.) Isda & Co.’s was partially owned by a private equity firm / family office. Successfully sourced additional debt financing for company and developed plan to closely integrate sales, production and inventory management using internet technology. This concept was leading edge at that time, especially for that sized company and in that industry, and would provide a substantial competitive advantage when implemented. The plan was to rapidly grow the business.

Managing Director - Customer Finance, North AmericaManaging Director in Treasury Group and led team responsible for Lucent Technologies’ vendor financing program for clients in the U.S. and Canada. Portfolio was comprised of over 40 projects in various stages of development with a total value approaching $2 billion. Reviewed financing requests from established telecommunications companies as well as venture backed firms entering the fast growing wireless and competitive local exchange carrier industries. Managed treasury team responsible for working with multiple sales teams to structure and influence various vendor financing packages. Travelled with sales teams and met with clients to explain level of support Lucent could comfortably provide. The team also managed relationships with existing lenders and investment banks for structuring and off-loading of transactions.

Vice PresidentJoined globally recognized project finance bank to build North American project advisory group. Projects included gas fired cogeneration facilities, alternative fuel and water treatment facilities.Financial advisor on debt offerings, equity sale and acquisition transactions for 6 domestic cogeneration facilities with a total capital value of $460 million. Also served as financial advisor on privatization bid for waste-water treatment system in the Bahamas.Served as financial advisor for project seeking United States development partner for partially constructed cogeneration facility in Heilongjiang Province, China. Prepared offering memorandum, and conducted on site due diligence with prospective investors for this project. Performed full range of activities including preparing and delivering client presentations, negotiating engagement letters, financial modeling and structuring of transactions, preparing offering memorandums, valuations, identifying and contacting prospective lenders and investors, and evaluating term sheets. Assisted clients with negotiating terms and documentation. Investors were sourced through existing NatWest Market and prior professional relationships. Client engagements sourced through existing NatWest Market relationships, my prior professional relationships, networking at industry association conferences, continuous research, cold calling, and attendance at utility equity conferences.Represented The Chesapeake Group Incorporated in leveraged buyout acquisition of Ulano, a manufacture or screen printing products. Prepared offering memorandum and financial model in support of this acquisition bid. Worked closely with client to attract prospective capital sources. Worked with NatWest Markets offices in London and Hong Kong on various opportunities. Clients included North West Water, O’Brien Environmental Energy, The Chesapeake Group Incorporated, Scott Paper Company and Techcom Services, Inc.

Vice PresidentFounding employee at boutique investment bank that became Hambro Resource Development Incorporated. HRDI focused on the environmental, alternative energy and traditional power financings. Completed 16 transactions primarily for waste-to-energy projects usually using agricultural or municipal wastes with a total value of $535 million. Prepared and participated in delivery of new business presentations and coordinating transaction teams for financings typically structured as project financings. Prepared multiple valuations for project facilities and corporations and a principal writer of offering memorandum for sale of Asea Brown Boveri Inc.’s waste to energy division. Waste to energy and environmental transactions generated related opportunities with both early stage and established firms for landfill financings, landfill gas, innovative municipal waste sorting and recycling technologies, Superfund site cleanup opportunities and hazardous medical waste disposal technologies. This provided experience performing due diligence and delivering advisory services with clients interested in receiving venture capital investments. Also backed up primary trader of $750 million tax-exempt variable rate demand bond portfolio. Responsible for pricing bonds with daily, weekly or monthly interest rate resets and receiving bonds tendered via the underlying put mechanism and remarketing them on the same day.Clients included Asea Brown Boveri, Inc., Union County (New Jersey) Utilities Authority, Delmarva Capital Investments, CAPCO, CMI Energy Systems, Thermo Energy Systems Corporation, Energy Answers Corporation and Charterhouse Group International.

Associate - Municipal Finance DepartmentAssociate in Municipal Finance Department responsible for execution of tax-exempt bond and note issuance for over 30 transactions. These issues had a variety of structures including general obligation bonds, industrial revenue bonds, pollution control bonds, and general obligation refunding transactions. Coordinated transaction among client, financial entities providing credit support, trustees and associated legal teams, rating agencies, and sales and trading desks. Calculated bond sizing and term structures for general obligation and refunding transactions. Prepared request for proposal responses for numerous issuers.

Policy AnalystPolicy analyst responsible for working with marketing team to encourage firms to create or expand business operations within the State. Met with business to determine eligibility, amount and type of government support available to compliment or induce new private investment and recommended packages. Support packages included monies for worker training, infrastructure improvements and other support. Also served as staff member for tax-exempt agricultural bond bank that was under development.As an economic analyst, I contributed to the “business plan” to guide policy to support State’s future economic growth. It was crucial for Indiana to diversify its industrial base away from the cyclical automotive and steel industries. The plan recommended supporting growth in medical, telecommunication’s equipment assembly and other high potential industries. Leadership recognized the need to build financial and other infrastructure required to commercialize new technologies developed at major research institutions like Purdue University. Vestiges of initiatives launched from this plan are still operational today!