
Investment Banker at Corporate Finance Associates
Greater Los Angeles Area

Investment Banker at Corporate Finance Associates
Greater Los Angeles Area
I have more than 25 years of experience in corporate finance and M&A advisory services for middle market companies. My expertise originated within a public accounting firm, from which, I have represented clients in a variety of business matters including tax planning, compliance, sourcing capital, structuring business transactions, and business valuation.
I am interested in offering my services to business owners who are looking to acquire or sell a business, seeking capital, or are interested in exit-strategy planning.
Mergers and acquisitions, exit-strategy planning, capital raise transactions, deal structuring, business valuations.
MBA , Taxation , 1986
BS , Finance , 1974 — 1976
Biological Sciences 1972 — 1974
I enjoy playing beach volleyball on the weekends and spending quiet-time with my lovely wife, Kerry.
Member of the California Society of Certified Public Accountants, the National Association of Certified Valuation Analysts and I am frequently invited to be the guest speaker at industry group meetings being held in Orange, San Diego, and Los Angeles counties.