
Investment banking- financial consulting; FL, Caribbean, Central America; http://sophisticatedfinance.typepad.com
Miami/Fort Lauderdale Area

Investment banking- financial consulting; FL, Caribbean, Central America; http://sophisticatedfinance.typepad.com
Miami/Fort Lauderdale Area
I develop corporate strategies, business plans, financial models and capital raising strategies to enable startup,early stage and middle market companies to grow. I arrange the mezzanine debt, equity and venture capital required through institutions and funds. I have worked in a wide range of industries, but have particular expertise in wireless, telecom, IT, retailing, distribution and business services.
Professional Highlights
• I arranged over $1 billion in debt and equity in private and public markets, including one IPO
• I served as a CFO for 13 years for both public and private companies, for companies from startups to $1 billion in revenue (retail, internet, telecom)
• I managed a company which grew from $40 million to $1 billion in annual revenue in seven years.
• I provided strategy consulting to Japanese Fortune 500 companies for 10 years
• I have 30 years of international business experience principally in Asia and Latin America
• I have built up relationships with financial institutions over 30 years, including venture debt lenders, mezzanine funds, hedge funds, private equity groups, venture capital firms, banks, commercial finance companies and factors.
• I speak Spanish fluently
I use a three-step process for private company clients.
1. Develop an in depth understanding of the client’s strategic objectives, growth strategy and financing issues
2. Analyze operations to determine if there are any constraints to the strategy that may affect capital raising
3. Develop financing alternatives that blend capital required with the lowest cost structure available
strategy,early stage, technology, capital raising, telecom, wireless, retail, venture capital, mezzanine, international, high growth, turnarounds, recap, investment banking
(Privately Held; 1-10 employees; Investment Banking industry)
September 2006 — Present (2 years 11 months)
Provide investment banking and financial consulting services to early stage and middle market companies in Florida, the Caribbean and Central America. Focus on technology, particularly wireless and telecom, but experienced in a wide range of industries.
(Investment Banking industry)
2006 — 2009 (3 years)
I teach undergraduate and graduate level entrepreneurship and offer workshops on financial plans, business models and business plans. I am a Board Director of the Pino Center of Entrepreneurship.
(Privately Held; 1-10 employees; Investment Banking industry)
June 2004 — August 2006 (2 years 3 months)
Provided capital raising services to privately held companies in the Caribbean and Latin America. Arranged equity capital for early stage high tech companies in Florida.
(Privately Held; 201-500 employees; Telecommunications industry)
September 2000 — December 2003 (3 years 4 months)
CLEC with 60,000 customers in the SE U.S. Turned around company in 18 months. Designed and implemented complete, integrated provisioning and CRM system.
(Public Company; 10,001 or more employees; MPPA; Retail industry)
January 1990 — September 1999 (9 years 9 months)
General merchandise and food retailer with annual revenues of $1 billion; 80 stores operating in Indonesia; listed on Jakarta Stock Exchange
1978 — 1980
BA , Philosophy , 1969 — 1973
Opportunities for capital raising or financial consulting in Central America or the Carribbean; I am a frequent speaker on strategy, entrepreneurship, early-stage finance and business planning and would welcome new opportunities in university or professional settings
Adjunct Professor FIU School of Hospitality and Tourism
Member of the Board-Eugenio Pino and Family Global Center for Entrepreneurship at FIU
Sunshine State Venture Challenege Judge