Home‎ > ‎

Clients & Projects

Representative Projects

·       Serving as a Trustee for two separate trusts. 

·       Advising a manufacturer on financial and capitalization issues. 

·       Analyzed an investor’s portfolio to develop a coordinated investment strategy.

·       Led new investor development for a family office backed real estate owner/operator. 

·       Assembled financial presentations for an energy operator seeking investors.

·       Led Estate Planning for a High Net Worth (HNW) family.

·       Analyzed new business opportunities and acquisition targets for a food company.

·      Assisted a Registered Investment Advisory (RIA) with new business development, asset allocation, manager due diligence, and reporting for HNW families and trusts. 

·       Developed an investment offering for an operator purchasing a manufacturing concern.   

·   Raised equity and financial analysis, reporting, and communication for an investment firm. Placed six new investors and two private equity operators.