President

• Sep 2002 - Present

Business valuations, ESOP consulting, corporate finance transactions

• Sep 2002 - Present

Founded Pace Financial Group October 2002 Supported ESOP, recapitalization and M&A transactions aggregating into the hundreds of millions since the founding of the firm Currently working on numerous ESOPs and advisory engagements nationally Have completed hundreds of business valuations, fairness opinions and litigation support assignments

Principal and Co-Owner

• Jan 1993 - Sep 2002

Managing Director of Investment Banking Division; and member of Investment Policy Committee Led numerous mergers, acquisitions, leveraged buyouts, leveraged ESOPs and recapitalizations. Largest Transaction, equal to $125 million. Smallest transaction, less than $1 million. Responsibilities range from conducting a controlled auction for sellers to providing opinions of fairness, valuation consulting, structure guidance and capital raising. Facilitated over 100 ESOP transactions. Responsibilities range from providing opinions of value and fairness to structure, plan design, capital raising and post transaction investment analysis. Lead in the completion of thousands of business valuations Raised capital for growth companies and assisted troubled companies refinance existing indebtedness. Signed off and/or led over 1,000 valuation and related advisory engagements. Provided expert witness testimony in deposition and court on numerous occasions. Spent several years as fixed-income portfolio manager Show less

Treasury professional

• Jun 1990 - Apr 1993

Held lead role on Treasury/Pension Team which structured $200 million leveraged ESOP. Worked in capital markets managing Lilly's financial markets exposure and working to reduce Lilly's global borrowing costs. Worked on teams structuring acquisitions, joint ventures, and strategic alliances. Held lead role on Treasury/Pension Team which structured $200 million leveraged ESOP. Worked in capital markets managing Lilly's financial markets exposure and working to reduce Lilly's global borrowing costs. Worked on teams structuring acquisitions, joint ventures, and strategic alliances.

Corporate Finance Intern

• Jan 1989 - Jan 1990

while in business school) Worked on teams structuring acquisitions of franchises. Structured franchisee financing program with division of Metropolitan Life. while in business school) Worked on teams structuring acquisitions of franchises. Structured franchisee financing program with division of Metropolitan Life.

Corporate Lender

• Jan 1984 - Jan 1988

Worked as corporate lender and provided senior financing in several acquisitions. Worked as corporate lender and provided senior financing in several acquisitions.