Experience
The EchoStream Group
Finance
Managing Director
1/2010 - Present
Investment banking and strategic advisory. At The EchoStream Group, we strive to add value and create opportunity in all that we do. Our creative, hands-on approach, combined with our wide-ranging experience, expertise and extensive relationships distinguish The EchoStream Group as trusted advisors with our clients. Our professionals have worked with corporate clients and institutional investors around the globe to make their business goals possible, wherever they do business.
Odyssey Specialty Vehicles
Corporate Strategy & Development
Chief Executive Officer
2/2013 - 2/2015
Odyssey (www.OdysseySV.com) is a recognized leader in the emergency vehicle industry, and has delivered command and support vehicles to law enforcement and emergency response authorities throughout the United States and around the world. Odyssey is a custom designer and manufacturer of specialty law enforcement vehicles, fire and EMS command and support vehicles, and specialized commercial vehicles including surveillance, service and patrol.
Duff + Phelps
Finance
Director
1/2007 - 1/2010
Acquired institutional clients for financial advisory, due diligence, strategic advisory, financial modeling and portfolio valuation engagements. Provided on-going valuation guidance to a major private equity firm on a $3 billion investment portfolio, as well as numerous other leading private equity and hedge fund managers.
Huang Verbic Capital Partners
Finance
Managing Director
1/2002 - 12/2006
Co-founder of an independent financial advisory firm to advise private equity managers. Responsible for due diligence and client management. Conducted due diligence on numerous prospective investment sponsors and strategies, including LBOs, real estate, venture capital, real estate, emerging markets, hedge funds and direct financings. Advised investment sponsors in various stages of capital raising for alternative investment funds and direct investment opportunities.
ING Barings
Finance
Director
1/1999 - 12/2001
Managed all aspects of private equity fund evaluation and due diligence. Developed fundraising strategy, including competitive positioning, fund terms and structure, process steps and market timing. Scope of opportunities included LBOs, venture capital, mezzanine finance, emerging markets and fund of funds. Raised $1BN in capital for various fund strategies. Involved in all aspects of client engagement for partnership funds marketed to institutional investors in the US and Europe.