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I spent over 20 years as an investment banker from Wall Street IPO’s to Private Wealth Management to Private Equity. I worked briefly in the corporate finance world, and went back to the private sector as the owner of my investment banking practice. Experience is paramount, but equally important is a reputation of integrity and the contacts that count on that integrity. After 20 years, my career and connections are stronger than ever. I know the challenges and struggles of business owners who seek to secure a sound business model and the trust and commitment of investors.
Most likely money. You may not have it because you either don’t have an attractive offer, or you don’t have the connections to that money. After 20 years in investment banking, over and over, the biggest mistake my potential clients made was believing that their ‘idea’ would carry them to success. It takes much more. It takes a plan, well thought out financials, a crack management team, and a sound strategy. That is what investors will expect to hear when you make a presentation. Not sure how to accomplish that? That’s what I offer and once we pull it all together, I will open up the doors to my Rolodex and guide you throughout the entire process.
I will use my 20+ years in a successful investment banking career, finance experience, connections, mindset and business expertise to teach, coach and guide you to reach your goals. The goal is to make sure that your business or idea has a sound foundation worthy of investor consideration. I limit how many clients I take on, because I take your business and mine seriously. We will work together to create that perfect business platform and investor presentation. I will introduce the appropriate investors, guide and coach you through each presentation. I will work with the investors to get feedback, identify any issues, negotiate your position, and take you to the finish line. Visit me on Linked In.