Expert Details

Expert in Investment Banking, Attorney & Business Ownership

Expert ID: 736573 Illinois, USA

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Strategic, innovative leader providing counsel to C-suite, key stakeholders and cross-functional, inter-company teams delivering cohesive legal and financial strategy. Accomplished advisor with established client generation and M&A transaction leadership experience. Versatile, independent advisor known for supporting early-stage, disruptive businesses and struggling companies in developing and executing dynamic, successful business paradigms. Two such companies have been commended for their accomplishments in Forbes. JD/MBA education.

Available for panels, in depth interviews, and surveys only.

Expert may consult nationally and internationally, and is also local to the following cities: Chicago, IL - Geneva, IL - Aurora, IL

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Education

Year Degree Subject Institution
Year: 2014 Degree: MBA Subject: Finance & Corporate Strategy Institution: Case Western Reserve University- School of Business
Year: 2014 Degree: JD Subject: Business & Real Property Institution: Case Western Reserve University-School of Law

Work History

Years Employer Title Department Responsibilities
Years: 2019 to Present Employer: Undisclosed Title: Co-Founder & Senior Advisor Department: Executive Leadership Responsibilities: *Business Strategy. Provides hands-on expertise in partnership with senior leadership teams. Creates and executes growth-generating strategies that enable companies to break into new markets, increase market share and achieve their vision.

*Mergers & Acquisitions. Advised in 20+ M&A & growth capital investment transactions to ensure successful client exits and continuous business growth in B2B2C markets.

*Strategic Partnerships. Procures mutually beneficial partnerships unleashing new business potential and enabling new market penetration.

*Business Acceleration. Leverages strong network to connect key players and build product and service platforms to serve diverse consumer bases.

*Independence & Initiative. Tackles challenging, amorphous business problems with rigor & independence. Owns projects from inception to final recommendation & execution.
Years: 2016 to 2019 Employer: Balmoral Advisors Title: Vice President Department: Investment Banking Responsibilities: *Advised domestic and international clients on the following types of transactions: M&A, exclusive sales, divestitures and corporate carve-outs, distressed M&A, business and transaction valuations, private capital raising and strategic alternatives advisory.

*Conducted pitches with Balmoral's Managing Directors and interfaced directly with clients' executive leadership teams, counter-parties and their respective financial and legal advisors at all stages of transactions from inception to close.

*Oversaw pitch compositions and associated transaction documents (e.g. teasers, confidentiality agreements, confidential information memorandums, management presentations, associated financial models and broader industry and legal assessments).

*Sourced two clients for Balmoral while serving as a Vice President. Oversaw a transaction execution team composed of associates and analysts and was responsible, in part, for their professional development and training.

*Promoted from Associate to Vice President in less than two years, demonstrating significant value-add, reliability and independence.
Years: 2015 to 2016 Employer: Balmoral Advisors Title: Associate Department: Investment Banking Responsibilities: *Advised domestic and international clients on the following types of transactions: M&A, exclusive sales, divestitures and corporate carve-outs, distressed M&A, business and transaction valuations, private capital raising and strategic alternatives advisory.

*Conducted pitches with Balmoral's Managing Directors and interfaced directly with clients' executive leadership teams, counter-parties and their respective financial and legal advisors at all stages of transactions from inception to close.
Years: 2013 to 2013 Employer: Rush Street Gaming Title: Summer Associate Department: Finance & Law Responsibilities: *Reported to the CFO of Rush Street Gaming and the President of the Company's online division, Rush Street Interactive, during the course of the associateship.

*Prepared detailed valuations of land-based acquisition targets including casinos, hotels and related hospitality-oriented real estate and alternative business opportunities including joint ventures in diverse gaming markets in the U.S. and abroad.

*Completed thorough legal reviews of prospective purchase agreements, joint venture agreements and U.S. federal and state real estate and gaming laws and reported my findings to the General Counsel.

Career Accomplishments

Licenses / Certifications
Licensed to practice law in the State of Illinois

Language Skills

Language Proficiency
English Fluent/Native Speaker

Fields of Expertise

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