Senior Advisor and Director with 45 years of significant financial advisory, M&A, capital markets and credit experience working with a variety of financial institutions and government entities including the U.S. Treasury and FDIC. Completed over 58 transactions aggregating more than $20.5 billion in transaction value including over $7 billion in 17 pooled preferred capital transactions. Published more than 25 industry research reports and comments letters covering complex regulatory and… Show more Senior Advisor and Director with 45 years of significant financial advisory, M&A, capital markets and credit experience working with a variety of financial institutions and government entities including the U.S. Treasury and FDIC. Completed over 58 transactions aggregating more than $20.5 billion in transaction value including over $7 billion in 17 pooled preferred capital transactions. Published more than 25 industry research reports and comments letters covering complex regulatory and accounting considerations such as the Basel III Endgame, the Bank Merger Act and CECL.. Active participant for 23 years on Sandler O'Neill and Piper Sandler's capital commitments committees that evaluated capital raising and financing transactions at the firm. Current focus on bank regulatory capital transactions (including credit risk transfers), distressed bank M&A advisory services, and bank board advisory services. Show less

Investment banking principal with credit, leverage finance, capital markets and merger and acquisitions advisory experience for a variety of major corporations and financial institutions.

Investment banking professional primarily responsible for Sandler O'Neill's M&A and capital markets activity on the West Coast.