I have extensive experience working with corporate clients in the manufacturing, technology, pharmaceutical and life sciences, and retail sectors. Similarly, I have decades of experience working with financial services firms, private equity firms, venture capital funds, hedge funds, and asset managers providing valuation and transaction advisory services that support compliance reporting and critical investment decisions. I lead complex valuation analyses across a wide range of asset classes, applying technical precision to align outcomes with each client’s strategic objectives.
I believe in delivering thoughtful, tailored solutions that address the unique challenges of each client and engagement. I take a collaborative, hands-on approach, working closely with stakeholders to navigate complexity, enhance transparency, and make sure valuations are both defensible and practical.
I enhance my clients’ ability to make informed financial decisions by applying my deep experience in valuation methodologies, financial reporting and tax standards, and transaction structuring. My work spans corporate finance and compliance engagements, portfolio investment and securities valuations, restructuring analyses, and long-term value creation.
Beginning my career in engineering before transitioning into valuation and transaction advisory services more than two decades ago, I have held leadership roles at Deloitte, PwC, RSM, EY, and, most recently, Anchin. My background across Big Four firms and specialized advisory practices shapes my ability to approach complex financial challenges with both analytical rigor and a practical, solutions-oriented mindset.