Provide independent corporate finance and capital markets advisory services.

Provide independent advice to corporate users of investment banking services. Experience includes advising on traditional and structured financings, derivatives, expert witness advisory work, activist defense and other complex strategic transactions.

Leadership role building equity-linked capital markets business. Advised growth-oriented companies in Technology and Healthcare sectors on raising capital using equity-linked securities.

Evaluated investment opportunities for long-only, hedge fund and closed-end mutual fund strategies.

Assessed investment opportunities based on detailed financial analysis & modeling, prevailing valuation levels, ability of issuer to service debt obligations, and near and long-term valuation catalysts

Leadership role building out new U.S equity-linked capital markets business

Responsibilities included team building, budgeting, development & management of junior employees, product development and marketing to C-level corporate clients


Analyzed financial statements and conducted detailed financial analysis in order to develop financing and hedging solutions for mid and large-cap corporate clients

Coverage responsibilities included Industrial, Energy, Telecom and Financial clients.

Developed, marketed and executed financing and derivatives solutions for corporate clients.

Analyzed financial statements, built complex financial models, and marketed to C-level executives

Project management experience requiring extensive collaboration with cross-functional teams on both product development and transaction execution

Coverage responsibilities included Health Care, Real Estate, Retail, Financial, Industrial, Media & Telecom and Technology sectors

Participated in the valuation, marketing and execution of Initial Public Offerings and secondary issuances.

Developed detailed financial models and forecasts in order to critically evaluate business models of issuing clients

Executed corporate finance (debt, equity and convertible financing) and mergers & acquisitions transactions for U.S. and European industrial clients

Conducted detailed financial analysis using Microsoft Excel. Performed valuation analyses including discounted cash flow and leveraged buyout models, and public comparable and private transaction multiples.

Developed in-depth knowledge of financial statements, accounting (U.S. GAAP and IFRS), financial reporting and forecasting