My career spans 17 years of financial consulting in the areas of financial due diligence as well as financial planning and analysis. I have worked at top-tier investment banks on Wall Street as well as a Big 4 Accounting firm.
As a solopreneur, it is a joy have the flexibility to serve my clients in various ways. I love supporting corporations as well as financial buyers with various aspects of M&A activity which include the following:
-Conduct an independent Q of E study for an organization that is engaging in low to middle market transactions whereby it doesn’t make sense economically to engage a Big 4 firm
-Serve as a contractor to an organization that is acquisitive and yet doesn’t have the internal bandwidth and/or expertise to support its M&A process (sourcing deals, diligence, integration)
-Support a Seller through various aspects of the diligence process