• Over 25 years of investment banking and business valuation experience working with both private and public companies.  
• Experience includes public offerings, private placements of debt and equity, leveraged buyouts, mergers and acquisitions, valuations, fairness opinions and corporate advisory projects.  
• Responsible for the structuring and financing of certain merchant banking transactions involving direct investment by clients and firm partners.  
• Completed over 200 projects with transaction values as high as $1.3 billion, including 14 private placements with a total value in excess of $300 million, and 25 merger and acquisition transactions with a total value in excess of $550 million, for a wide variety of industries.  
• Completed more than 50 fairness opinions for a variety of situations including restructurings and “going private” transactions. 
• Speaker at numerous seminars for business professionals and business owners regarding capital markets and mergers and acquisitions.  
• Guest lecturer at the Mays School of Business at Texas A&M University.
  
• Served on the Board of Directors of various client companies.
• Serves as an Advisory Director for Nu-Me Express.