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Has provided investment banking, corporate finance advisory,research, and due diligence services to public and private companies, asset managers and individuals since 1991. Specific areas of expertise include: debt and equity financing; capital structure analysis and planning; and offshore financing, asset protection and tax planning.
For 10 years advised long-only equity fund, from its inception - focused on private and public micro-cap investment opportunities, particularly in clean-tech industries, with deal sourcing, due diligence, portfolio monitoring & research, formation of managed capital. Prior experience as executive with broker dealer, holding multiple securities principal licenses..
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