Over 20 years investment banking (M&A, Corporate Finance), early-stage company consulting, commercial banking, and private equity (deal sourcing, relationship building, due diligence, negotiations, and operational, financial and market strategy development) experience
Experience and extensive network in the Private Equity and high-tech/VC sector
Served in Morgan Stanley's M&A and Corporate Finance Departments in NY and Chicago
Operational experience through founding and building the Los Angeles Technology Venture Banking office for Imperial Bank (establishing presence, business/market strategy, marketing, team building, internal policies/procedures, relationship selling).
Sourced, negotiated & closed over 30 debt placement transactions with attached equity
Established expansive business intermediary and professional networks throughout Southern California and the US; deal sourcing networks.
Interim CEO of early-stage portfolio food company resulting in successful package design, product launch, and national sales effort for a new product line. Extensive involvement in brand licensing agreement, national sales strategy, operations management, and accounting and finance reporting systems.
Significant business development, transactional experience and company oversi