PROFESSIONAL HERITAGE OF THE PRINCIPAL
Notable Track Record
In an advisory capacity, the principal supported investor participation in growth financings of market-leading companies across the western hemisphere.
By the numbers
25 years
50+
US$30-300m
In investment banking and corporate finance
Completed capital markets, M&A and private equity transactions
Typical transaction size
These mandates were executed during the principal's tenure at PwC, Ernst & Young, ING, Citigroup and UBS Investment Bank, and subsequently through Three Keys Capital Advisors, the New York advisory firm he co-founded with former UBS colleagues.
Carta
Strategic equity advisory and capital raising services.
Thrasio
Advising on expansion financing for digital brand deals.
Trax
Expert guidance on retail computer-vision technology investments.
In an advisory capacity, the principal supported investor participation in growth financings of market-leading companies across the western hemisphere.
DCM
- Global debt issuance, convertibles and restructuring.
ECM
- Initial public offerings and related equity offerings
M&A
- Strategic buy-side and sell-side transaction advisory.
Ratings advisory / Fairness opinions / Independent valuations
- Credit ratings and asset valuation