Description: Acted as lead investor in a syndicate of venture capital firms and individual investors evaluating a Series B common stock investment in a nanotechnology electronics company. Company developed and commercialized a patented nano-electronics manufacturing...
Description: Advised management of an early stage information technology venture in the securing of Series A funding from a private investor. Services included pricing of the offering, documentation of offering, and preparation of funding documents with legal counsel....
Description: Provided seed investment as lead investor in a syndication of common stock for a financial services company specializing in the hospitality industry. Negotiated company valuation, performed due diligence, and evaluated executive leadership. Performed...
Description: Acting on behalf of the board of directors and investors, executed a restructure and recapitalization of an independent software vendor providing services to the hospitality and retail industries. Recapitalization involved significant equity and debt...
Description: Acted as Executive-in-Charge and Project Manager for sensitive accounts payable audit of Fortune 100 logistics company. Company had recently acquired two other companies and in addition to major integration disruptions, was experiencing significant A/P...
