Notable Transaction Experience:

  • Fairness opinion for East West Bank / Rayliant Global Advisors (2023)
  • Fairness opinion for Stone Point Capital LLC funds / Eagle Point Holdings LP (2023)
  • Baird Financial / Strategas Research Partners (2017)
  • Teton Advisors / Keeley Asset Management (2016)
  • Rosemont Investment Partners / Boston Common Asset Management (2016)
  • People’s United / Gerstein, Fisher (2016)
  • D.A. Davidson / SMITH HAYES Companies (2016)
  • BNY Mellon / Atherton Lane (2016)
  • Manning & Napier / Rainier Investment Management (2015)
  • Piper Jaffray Companies / Simmons & Company International (2015)
  • Piper Jaffray Companies / BMO Capital Markets GKST (2015)
  • OneAmerica Financial Partners / BMO Retirement Services (2015)

Prior Work Experience:

  • Bear, Stearns & Co. Inc., Managing Director, Financial Institutions Group
  • Goldman, Sachs & Co., Vice President, Global Finance
  • PaineWebber Incorporated, First Vice President, Corporate Finance

Education & Affiliations:

The Amos Tuck School at Dartmouth College, MBA
Middlebury College, BA in Economics

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