Private Equity and Venture Capital Firms

My background includes stints as a banker, syndicator, CLO arranger/investor, multinational company treasurer and small company CFO.  I am available to assist you and your portfolio companies with capital market and risk management exercises such as:

     Fund Raising

     Portfolio Purchases and Sales

     Dividend/Monetization Transactions

     Deal Planning, Preparation and Execution
          Debt/Equity/Info Memorandums
          Investor/Lender targeting

     Treasury, Liquidity and Enterprise Risk Management
          Preparation of Policies
          Creating a review plan/feedback loop