Bringing together more than 20 years of experience in investment banking, private equity, and strategic financial advisory services, this investment banking expert witness specializes in mergers and acquisitions, corporate finance transactions, private equity investments, healthcare industry transactions, growth equity investments, buyout transactions, and middle-market strategic advisory services. The expert’s background includes valuation analysis, transaction structuring, portfolio investment management, acquisition due diligence, financial analysis, and execution of complex corporate finance and M&A transactions involving both public and private companies. Additional areas of expertise include healthcare investment strategy, capital formation, investment evaluation, broker-dealer operations, leveraged buyouts, growth-stage investment analysis, and financial advisory services associated with middle-market and early-stage businesses. Professional work throughout the expert’s finance career has included advising companies on strategic transactions, evaluating acquisition and investment opportunities, structuring private equity investments, conducting financial and operational due diligence, and managing portfolio investments within the healthcare and middle-market corporate sectors. The expert has also analyzed corporate finance matters involving mergers, acquisitions, growth equity investments, leveraged buyouts, and strategic business transactions, while serving in an expert witness capacity involving consultation and deposition testimony related to investment banking, mergers and acquisitions, corporate finance, and private equity matters.

Extensive leadership experience in investment banking and private equity includes serving as Managing Director of a mergers and acquisitions advisory practice focused primarily on healthcare industry transactions and strategic consulting services, as well as senior investment professional and private equity leadership roles involving transaction sourcing, investment evaluation, portfolio management, financial structuring, and execution of complex investment transactions. Earlier investment banking responsibilities included corporate finance analysis and evaluation of mergers and acquisitions transactions for corporate clients within major investment banking organizations and broker-dealer environments. The expert additionally serves as a FINRA Registered Principal in connection with broker-dealer operations and securities-related advisory activities. Professional credentials include completion of FINRA Series 7, Series 24, Series 63, and Series 79 registrations. Educational background includes a Master of Business Administration degree and a Bachelor of Arts degree in Economics. Additional professional experience includes management of private equity investments focused on healthcare businesses, advisory work involving strategic and M&A matters, and investment activities involving early-stage companies and growth-oriented business ventures.