Responsible for the overall management of the firm and the execution of advisory transactions.
+ 20 years of experience in M&A, corporate finance, and restructuring having completed more than $2 billion in advisory assignments.
Partner, Managing Director, and Chief Compliance Officer of Eureka Capital, a middle-market investment banking firm with offices in California and New York focused on providing M&A and financial advisory services to companies in the industrial, consumer, technology and healthcare sectors. He provided extensive M&A, corporate finance, and restructuring advisory services and was co-head of the healthcare and aerospace & defense practices.
Director with Anderson Corporate Finance, LLC, the investment banking division of global financial advisory firm Arthur Andersen, where he was co-head of the aerospace & defense practice and provided cross-border M&A and restructuring advisory services.
Associate at Crowell Weeden & Company, a regional investment bank where he provided a broad range of financial advisory services including public offerings and mergers and acquisitions.
Associate at H.J. Meyers & Company, a national investment bank where he managed public offerings, raised growth equity and debt, and advised on M&A transactions.
Director on the Board of a healthcare distributor
Masters of Business Administration in finance and strategic planning from the William E. Simon School at the University of Rochester.
Bachelor of Arts, with honors, in economics from the University of California, Irvine.
Registered Securities Principal (Series 24), General Securities (Series 7) and State Securities (Series 63) through FINRA.