Engagements & Examples


  • Financial Analysis
    • ​Created new detailed financial model (income statement, cashflow and balance sheet) to assist in equity raise for an early-stage LED light engine manufacturer
      • Reviewed historical financials and other company documents to ensure assumptions were verifiable
      • Modeled cash-on-cash partnership returns in an LLC partnership structure
    • ​20+ years of experience in creating complex (and simple!) spreadsheets
  • Business Efficiency
    • Developed a system to streamline order tracking and logistics for purchasing, sales and trading
    • Experience with Quickbooks, Sharepoint, Access and other database tools
  • Mergers & Acquisitions
    • ​Initiated, negotiated and closed two competitor acquisitions
    • Initiated, negotiated and closed private placement to sell startup company
  • Business and Project Development
    • Raised money from friends and family to launch a biodiesel project in Maryland
    • Led the entire project development: permitting, zoning, feedstock contracts & biodiesel sale contracts
  • Key Account Management
    • Launched U.S. office for a European byproduct management company
    • ​Worked with manufacturers of food-grade products to optimize by-product streams
    • Streamlined byproduct sales at one location with a win-win-win pricing structure
    • Developed relationships to streamline logistics to/from client locations