Originate and execute middle market, cross-border, Latin America, sell-side and buy-side M&A transactions and debt financings. Prepare client presentations, valuation analyses and deal documentation. Maintain a wide and active network of contacts with the Private Banking community in Miami with the purpose of identifying potential M&A opportunities arising from bankers' client base.

As an independent consultant, assist clients in analysis and execution of M&A, debt financing and new ventures transactions. Projects include
ETF industry analysis, business plan for an ETF Sponsor company and investor presentation
Colombian Oil & Gas industry research, structuring of a Senior Secured Notes Program, offering memo, and investor presentation
Business plan for a Family Office business and investor presentation
Valuation of a Miami-based registered broker dealer

Assisted Coutts Bank in the process of finding strategic buyer for Coutts’ Miami-based Latin American Private Banking business. Acted as liaison between New York investment bank leading the transaction and Coutts-Miami senior management. Organized and managed data room for six due diligence teams.

Worked on capital markets and mergers and acquisitions transactions. Produced key areas of presentations and proposals that led to significant client development. Developed computer valuation models. Performed financial projection and scenario analyses. Performed full due diligence at client offices and facilities. Participated in writing investor prospectus. Finalized deal structure and documentation with legal counsel. Planned and executed investor road shows.

Designed and implemented financial planning and control systems for manufacturing firms. As team leader, managed a team of client and Andersen analysts and programmers, forecasted budgeting requirements, and formulated work plan and time schedules for project completion.