Investment Planning and Management

  • Acquisitions and Divestitures.

  • Business Operations Transitioning   -   post acquisition and divestiture.

  • Tax Structuring and Planning.

  • Capital Planning and Raising.

  • Fund Creation and Management.

  • Master Limited Partnerships.

  • Bankruptcy Reorganization Plans.

During my career, I evaluated, consumated and managed numerous investment opportunities in a variety of industries and structures.

I provide professional assistance and advice in the following areas: