Mergers And Acquisitions Expert 322405 CA(S)

Expertise Description

I have more than 15 years in Corporate Finance, and I am Co-Founder and Managing Director of a strategic advisory firm focused on small and medium enterprises. My firm has represented clients from various industries, and I have successfully implemented multiple aspects of financial management efforts, including: financing, financial reporting, benchmarking, treasury functions, risk management, internal controls, and accounting and tax planning. My core competencies include: business valuation, financial reporting and planning, mergers and acquisitions, as well as divestitures, debt and equity financing and capital raising, board and investor relations, corporate finance, securities valuation, financial modeling and analysis, and risk management. I have prior expert witness experience with consultations and deposition.

Areas of Expertise

Consulting Experience

My consulting services include the Market study of the directory publishing industry – Analyzed directory publishing market. Analyzed profitability by various attributes of print and digital printing; Sale of print publishing business – Analyzed value of business and assisted in the structuring of sale; Sale of medical device business – Analyzed value of cash flow, investments, and economics of proposed investment; Market and business studies of food manufacturing ventures; and Lease termination – Evaluated payment related to termination of retail building lease.


Bachelor of ScienceFinanceSan Diego State University

Licenses Certifications

State of California Real Estate Broker License
State of California Insurance Broker License

Primary Affiliation

National Association of Insurance and Financial Advisors