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