Experience

PL Advisors

• United States
• Investment Banking
• 1 - 100 Employee

• Partner

  • 2011 - Present

  PL Advisors is an independent M&A advisory firm dedicated to the financial services sector. With offices in New York, we focus exclusively on providing advice to the global financial services community. We provide a full spectrum of advisory services including mergers and acquisitions, divestitures, management buy outs, recapitalizations and fairness opinions. Our clients are recognized leaders in the asset and wealth management industry, banks, insurance companies and FinTech companies. Our partners have spent our careers advising and investing in the financial services sector, having completed over 200 transactions. We share a long history having worked together as advisors at Putnam Lovell and Grail Partners before founding PL Advisors. For more details on PL Advisors, please visit its website at www.PL-Advisors.com. Securities-related services offered through M&A Securities Group, Inc. Any third-party posts linked to this profile should not be considered to represent my view, the views of PL Advisors, or the views of M&A Securities Group, Inc. Show less



Amber Capital

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Director

  • 2007 - 2010



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Senior Vice President

  • 2004 - 2007



Putnam Lovell NBF

• Investment Banking
• 1 - 100 Employee

• Vice President

  • 2000 - 2004