Director

• Jan 2017 - Present

• Involved in over 400 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. • Industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies. • Responsible for assisting family offices and high net worth individuals and am the lead client service director in this area. • Involved in over 400 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. • Industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies. • Responsible for assisting family offices and high net worth individuals and am the lead client service director in this area.

Chairman of the Board

• 2001 - Present

Director

• 2014 - Dec 2020

Core Tax and Transaction Advisory Service Partner

• Jan 2015 - Dec 2016

• Participated in over 320 mergers and acquisitions, recapitalization, entity restructurings, and related types of transactions. • Assisted with complex tax structures, private equity firms, closely-held businesses, family office groups, succession and estate planning, and high net worth groups. • Responsible for working with many industries, including manufacturing, financial service companies, technology businesses, private equity firms, ESOPs, and family office groups. • Participated in over 320 mergers and acquisitions, recapitalization, entity restructurings, and related types of transactions. • Assisted with complex tax structures, private equity firms, closely-held businesses, family office groups, succession and estate planning, and high net worth groups. • Responsible for working with many industries, including manufacturing, financial service companies, technology businesses, private equity firms, ESOPs, and family office groups.

Advisory Board

• 2004 - 2016

Equity Director

• Oct 2007 - Dec 2014

• Participated in more than 230 merger and acquisition transactions, as well as assisted in venture capital for various industries. • Responsible for complex tax structures (representing both buyer and seller), closely-held companies, succession and estate planning, and business and transactional services. • Assisted closely-held entities and their owners, in addition to high net worth family groups. • Served many different industries such as manufacturing, distributors, private… Show more • Participated in more than 230 merger and acquisition transactions, as well as assisted in venture capital for various industries. • Responsible for complex tax structures (representing both buyer and seller), closely-held companies, succession and estate planning, and business and transactional services. • Assisted closely-held entities and their owners, in addition to high net worth family groups. • Served many different industries such as manufacturing, distributors, private equity firms, financial service companies, technology businesses, and law firms. Show less • Participated in more than 230 merger and acquisition transactions, as well as assisted in venture capital for various industries. • Responsible for complex tax structures (representing both buyer and seller), closely-held companies, succession and estate planning, and business and transactional services. • Assisted closely-held entities and their owners, in addition to high net worth family groups. • Served many different industries such as manufacturing, distributors, private… Show more • Participated in more than 230 merger and acquisition transactions, as well as assisted in venture capital for various industries. • Responsible for complex tax structures (representing both buyer and seller), closely-held companies, succession and estate planning, and business and transactional services. • Assisted closely-held entities and their owners, in addition to high net worth family groups. • Served many different industries such as manufacturing, distributors, private equity firms, financial service companies, technology businesses, and law firms. Show less

Partner

• 1990 - 2007

• Specialized in mergers and acquisitions, complex tax structures, and tax and business consulting. • Responsible for working with closely held entities and their owners in addition to high net worth family groups. • Specialized in mergers and acquisitions, complex tax structures, and tax and business consulting. • Responsible for working with closely held entities and their owners in addition to high net worth family groups.

Senior Tax Manager

• 1980 - 1990

Worked as a Senior Tax Manager at Arthur Andersen, LLP, once one of the Big Five accounting firms among PricewaterhouseCoopers, Deloitte Touche Tohmatsu, Ernst & Young, and KPMG. Worked as a Senior Tax Manager at Arthur Andersen, LLP, once one of the Big Five accounting firms among PricewaterhouseCoopers, Deloitte Touche Tohmatsu, Ernst & Young, and KPMG.