I specialize in working with CFO's & Treasurers of middle-market and large corporate retailers whose liquidity, earnings, and cash-flow are subject to seasonal or cyclical variability.
I help by originating and structuring solutions including loans, cash management, foreign exchange and interest rate risk management, and M&A and capital markets advisory. These services provide my clients with stability and surety they need to manage the financial demands of their marketplace.
My approach has been honed through years of experience and training which have refined my listening, problem solving, and interpersonal skills. I have crafted solutions for small, privately-held, entrepreneur owned firms; for medium-sized private-equity-sponsor owned firms; and for large, public companies with sprawling organizations.
I am excited to help your firm achieve its strategic objectives.