Experience

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  Sterling Holdings & Investments, Coral Capital, and Mountain Share Transfer

  • Atlanta, GA., United States

  • President

    • Dec 1995 - Present
    • Atlanta, GA., United States

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  Coral Capital Partners

  • Atlanta, Georgia

  • President

    • 1995 - Present
    • Atlanta, Georgia

    Coral Capital Partners is an independent consulting and advisory firm focused on companies and participants in the lower and middle markets. We partner with our clients to provide cost effective solutions to real world issues and situations. Our area of services and expertise focuses on bringing services and solutions to our clients that are normally only available to much larger firms.These services include: Acquisition Searches: Finding the right fit for companies seeking to add to their existing operations through acquisitions.Business Plan Development: A company’s business plan is its guide for moving forward and developing its business. It is also primary means by which potential investors and investment bankers will evaluate a company as an investment. The value of a well written business plan cannot be over stated.Business Valuation: Providing clients with independent business valuation and appraisal services. Our independent valuation services provide a comprehensive review of the business which is useful for a variety of applications.Corporate Restructurings: Helping companies with the needed changes in order to turn around a struggling situation or advance towards stated goals.Financial Modeling: Preparation and development of complex, dynamically updating financial models that reflect a corporation’sFINRA Rule 10-22 Due Diligence Services: Providing due diligence services to investment banks, private equity groups, and hedge funds in accordance with FINRA Regulatory Notice 10-22.Fraud Investigation & Litigation Support: Providing support and investigative services relating to areas of our expertise.Management Services: Providing interim and full time management assistance to companies in order to help them achieve their goals.SEC Compliance: Assisting companies with SEC reporting requirements.Please visit our Case Studies page at the Coral Capital Partners website for case studies on some of our projects and their results.

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  Sterling Investment Services, Inc.

  • Atlanta, Ga.

  • President

    • 1992 - Present
    • Atlanta, Ga.

    Sterling Investment Services is an independent “buy side” research firm. The primary focus of Sterling Investment Services is on “technical analysis” of the U.S. stock market and individual stocks. Sterling Investments publishes a daily and weekly blog at www.sterlinginvestments.comGeneral Partner of, and active manager ESN Financial, LP from 1996 through 2001.Published the "Prime Stock" daily newsletter from 1996 through 2006.

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  New NRG, Inc.

  • United States

  • President, and Member of the Board of Directors

    • Feb 2006 - Mar 2008
    • United States

    Client company of Coral Capital Partners. New NRG was a publicly traded, start up company building a biodiesel refinery in Washington state. Successfully located an investment bank and secured a letter of intent for a $10 million secondary offering. Became company President in March of 2007. The company had not filed reports with the Securities Exchange Commission in several years. Brought the company current in its filings with the SEC in October of 2007.

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  AP Henderson Group

  • United States

  • President, and Member of the Board of Directors

    • Mar 2005 - Aug 2006
    • United States

    Client company of Coral Capital Partners. AP Henderson Group was a publicly traded company on the OTC Bulletin Board. I was appointed President and a member of the Board of Directors for the purposes of investigating fraud involving a merger with a Chinese company, and devising and implementing a restructuring strategy. During this period of time I was responsible for overseeing the company's audit and filings with the Securities Exchange Commission.

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  Nocera, Inc.

  • Secretary. Member of the Board of Directors

    • Aug 2002 - Nov 2005

    Client company of Coral Capital Partners. I was the sole US based Officer & Director. Nocera, Inc. was an Italian food processing company that was publicly traded on the NASD OTC market. The company maintained manufacturing facilities in Italy and Uruguay. The company had approximately 250 shareholders outside of the United States. Lead the investigation of acts of securities fraud committed by several previous officers and directors of the company. Developed and oversaw the legal action against the former officers and directors for damages resulting from their securities fraud. Successfully recovered the damages awarded by the US Federal Court. Successfully defended company in the appeal by former management to the 9th Circuit Court of Appeals.