I advise CEOs and investors before they engage an investment bank, helping them maximize valuation, expand strategic optionality, and stay in control through growth capital, IPO, or M&A. I spent years inside Deutsche Bank, Wells Fargo, J.P. Morgan, and Cowen, where I worked on billion-dollar transactions and liquidity events. Now I help executives make better decisions about banker selection, process strategy, and negotiation leverage.
More than a consultant, I serve as a consigliere to leaders facing complex transitions. I've authored books on resilience and spoken at institutions across the country. My work goes beyond financial markets, helping leaders build the conviction and clarity needed when the stakes are high.
Ask me about M&A readiness, capital strategy, banker selection, and leadership under pressure.
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