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Expertise Description

I have more than 20 years of experience in the fields of Investment Banking and Private Equity. As an Investment Banker, I have advised companies on mergers, acquisitions, and corporate finance transactions. As a Private Equity Investor, I made growth equity and buyout investments in private companies in the healthcare Industry. Currently, as an Mergers and Acquisitions Advisor and Investor, I advise companies on strategic and M&A matters and invest in early stage companies. I have prior expert witness experience with consultation and deposition.

Areas of Expertise


Professional Experiences

My professional experience includes being a Managing Director in a firm providing mergers and acquisitions advisory services, as well as having been a Vice President, Associate, and Financial Analyst. 


Relevant Experiences

By way of background, I have over 20 years of experience in investment banking and private equity, including advising on and investing in numerous M&A and corporate finance transactions. I have significant experience in all aspects of due diligence & M&A processes, both from a buy-side and sell-side perspective. With regards to expert witness experience, I have provided opinions and deposition testimony in two cases, both of which were settled prior to an appearance in court. The first was a Delaware case, in which I provided an opinion and damages calculation on behalf of a plaintiff seller relating to an alleged breach of a merger agreement post-closing covenant. The second was a New York case, in which I provided an opinion, rebuttal and damages calculation on behalf of a defendant/counter-claim plaintiff who was an advisor involved in a private equity transaction.


Education

DegreeSubjectInstitution
MBAHarvard Business School
BAEconomicsStanford University

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