Provide financial/strategic advisory and management consulting services to private equity and venture capital firms, middle-market companies, small and medium-sized businesses (SMBs), family offices, and early/seed-stage startups. Offer clients deep experience and expertise in PE, VC, and startup investing, investment banking, M&A, corporate development & strategy, finance, and entrepreneurship across numerous sectors. Apply comprehensive skill set and unique perspective to all projects.

Provide growth and innovation consulting and financial advisory services to SMBs and early-stage startups in the consumer and specialty retail sectors. Also pursue venture investment opportunities in those sectors in partnership with financial sponsors and strategic investors. Offer clients deep experience and expertise in business strategy, brand management, strategic brand licensing, new product development, and sales and marketing across multiple channels of distribution.

Jointly developed and implemented a multi-platform long-term business diversification strategy for the $4 billion family-owned multinational company. Completed a range of domestic and international transactions in numerous industries, including financial services, consumer/CPG products, licensing, retail (all channels), entertainment/media (cable networks, software/games, online/magazine/book publishing), telecom, technology (software/hardware), direct-to-consumer, and direct selling.

Member of the firm's industry-leading Financial Institutions Group (FIG), working in both NY and London. Advised clients globally on domestic, cross-border, and international M&A transactions, divestitures, alliances and financings in the insurance, reinsurance, insurance brokerage, leasing, building society, specialty mortgage, securities brokerage, banking, and related industries. Developed transactions outside FIG, including the first LBO attempted in Spain.

E.F. Hutton Group's venture capital arm. Leveraged education in biochemical sciences and laboratory research experience to evaluate investment opportunities in the biotechnology industry. Completed due diligence analyses, prepared executive summaries, and presented investment recommendations to senior partners.