Investment Banking and Leveraged Finance Expert Witness | Connecticut

Investment Banking and Leveraged Finance Expert Witness | Connecticut

Investment Banking and Leveraged Finance | E-671115

Expert Qualifications

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He began his career as an associate in the asset-based finance group at Citicorp Securities. Since then, he he served as the managing director at Credit Suisse Securities, Carolina Financial Securities, and ASGARD Securities, where he was also the co-head of the advisory group. Currently, this expert is the managing partner of a middle market investment banking firm in New York.

Bio Snapshot

Location: CT

BS, Computer Science, Columbia University

MBA, Finance and International Business, University of Chicago

Certified, FINRA Series 79, 82, and 63

Former, Associate, Asset-Based Finance Group, Citicorp Securities

Former, Managing Director, Syndicated Loan Group, Credit Suisse Securities

Former, Managing Director, Carolina Financial Securities

Former, Managing Director, ASGARD Securities

Former, Co-Head, Advisory Group, ASGARD Securities

Current, Managing Partner, a middle market investment banking firm in NY

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