- Developed and executed a strategic acquisition program resulting in the successful completion and integration of three strategic acquisitions.
- Served as key advisor to insurance company senior executive in charge of a strategic acquisition program.
- Participated in the design and implementation of a "customer relationship audit" for the acquisition of a technology sales company.
- 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.
