- Negotiated and closed a new revolving line of credit and term loan for $45 million for an information technology products reseller.
- Served as key advisor to the COO / CFO during initial public offering (IPO) for a rapidly growing strategy consulting firm.
- Organized and led a successful IPO, including underwriter selection, registration statement preparation and road show execution, raising over $60 million.
- Led/participated in engagement teams providing a wide range of corporate finance services including acquisition analysis and due diligence, transaction accounting, financial projections, closing audits, private placements, and initial and follow-on public offerings.
