Provide financial and strategic expertise, critical transaction support, and general advisory services; helping to address the needs of private equity, venture capital, and investment banking firms, as well as companies, management teams, and entrepreneurs.

Engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side mergers and acquisitions as well as recapitalizations, ESOPs and general corporate advisory.

• Key in evaluating, structuring and executing deal opportunities with prospective and existing clients in various industries.
• Aided in closing negotiations of sell-side M&A transactions, including a challenging, complex sale of a distressed cellular tower business and the sale of a specialist CNC company

Worked alongside highly seasoned operating executives and investment bankers, focusing on distressed advisory and investment opportunities.

• Advised and co-developed a strategic turnaround plan for a complex, publicly-traded international manufacturing company
• As sponsors and executive management, lined up committed PE/capital partners in bids to acquire two mid-cap companies

Led execution of capital raising, M&A, and early stage / merchant banking activities. Sourced prospective deals, managed client and constituent interactions, structured and negotiated difficult transactions. Constructed powerful financial models, crafted legal documents, and produced high-quality marketing materials.

• Member of lead sponsorship group for $39mm acquisition of theme park from bankruptcy
• Advised junior creditors of $300mm distressed HC company on valuation and restructuring

Executed, originated, and negotiated capital raising engagements. Directed and managed analytical efforts, financial modeling, research, and due diligence. Composed pitch books, engagement letters, term sheets, offering memorandums, and marketing media.

Co-created an innovative investment vehicle for public listing called a Funded Operating Company Shell (FOCS) which was approved by Euronext Amsterdam as part of $285mm offering for a dry bulk shipping company.

Worked closely with colleagues and senior partners throughout sell-side and buy-side mergers and acquisitions, capital raises, general advisory mandates, fairness opinions, and business valuations.