Silicon Valley Deal Makers

 Proven Silicon Valley dealmaker and trusted business advisor with years’ experience, CPA, CFM, CISA, CMA.

My practice acquires capital for growth and enables business owners to achieve liquidity via recapitalization (debt and equity financing) and helps exiting owners maximize company value. In the middle market we support origination to closing transactions, including financial analysis; valuations; deal marketing, structuring, and negotiation; target identification; board presentations; and integration activities.

Specialties: Venture capital, mergers and acquisitions, private equity, investment banking, business development, outsource CFO, industry trends, change management, international, capital formation, equity and debt, buy/sell side, public/private companies, treasury, investor relations, owner exit/succession planning, re-engineering/restructuring, financial due diligence

Industries served: Technology (software development, internet of things, artificial intelligence and machine learning, blockchain, IT security, cloud/SaaS/PaaS/DaaS, business intelligence and analytics, mobile, AV/AR), manufacturing, transportation, finance, communications, medical, Cannabis, Financial Services, Insurance, and Nuclear.