Expert Advisor in all aspects of M&A transactions and financial due diligence.

Quick facts, capabilities, clients, and sectors I specialize in:
🥇50+ executed mergers & acquisitions with a total transaction value of $800M+
🥇10+ years of finance, accounting, and banking specializing in capital markets.

📈 Capabilities: all aspects of M&A transactions, financial due diligence, buy and sell-side advisory, quality of earnings analysis, working capital analysis, financial models, valuations, strategic advisory, post-merger integration, fractional CFO services including financial planning and analysis (FP&A), and deal readiness.

Top Clients:
💼Private Equity clients with Assets Under Management (AUM) of $3 billion +
💼Public and Privately Owned Corporations
💼Multinational and domestic
💼Investment Banks
💼Family Offices

Sector Specialties:
💡Industrials - hardware technology, manufacturing
🛒Consumer - e-commerce
💰Financial services
👨‍🏫Professional services
✈️Transportation
🛍️Retail
📝Government contracting

Top benefits noted by clients:
🎯Cost-effective access to experienced M&A professionals
🎯Financial models that bring clarity and confidence
🎯Ability to meet tight deadlines
🎯Personalized experience working with a seasoned professional
🎯Smoother transition from start-up to scale-up

See below for the recent projects completed:
✅AI software company ($5 million buy-side acquisition)
https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:bd4c1343-a385-4cf8-924e-28cfc60ab783
✅Quality of earnings analysis
https://1drv.ms/b/s!Ak376y8r6u1HhQny59fAjl9GbjJ3?e=PpT1r6
✅Buy-side financial due diligence report ($20 million buy-side acquisition)
https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:4a218117-829a-4d07-b633-7eaba5dce237
✅Financial model
https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:7ba74e33-61c7-4c3f-b939-7abf09654367
📝NEXT STEP: I would be happy to talk to you about how I