Advisor to PE Funds 

I actively advise mid-cap Private Equity funds on:

  • Portfolio management

    • White spaces​

    • Investment thesis

    • Market assessments

  • Acquisition reviews

    • Valuation

    • Talent Assessment

    • Technology, operations, sales channel, brand assessment, customer surveys

  • Investment strategies

    • Leverage ratios​

    • Alternative financing

  • Exit strategies

    • Development of high impact CIMs

    • Q of E oversight

    • Preparing management teams for presentation

    • Selection of Bankers (or direct sale strategies)