Operational Integrity

Risk Mitigation

Process & Controls

The Executive Lens

With over three decades at the intersection of Global Investment Banking and Private Equity, I offer investors a vantage point that traditional audit firms often overlook. Having served as both a risk executive and an operational leader, I recognize that the success of an investment depends entirely on the integrity of its underlying processes and controls.

Driven by Rigor and Passion

My expertise was forged in the high stakes environment of top-tier global investment banks and a $25B+ international private equity firm, where I was responsible for creating and overseeing the granular complexities of structured credit and alternative investments.  This "boots-on-the-ground" experience allows me to peer through the veneer of management presentations, identifying structural fractures that pose a threat to integrity of investment valuations and long-term stability.

Expertise

  • 30+ years in top tier Investment Banking and Private Equity operations.

  • 8+ years executing due diligence assessments for private credit and alternative investments.

  • Successful steering and implementing large-scale projects with company-wide impacts.

  • Domain expertise in syndicated and private credit, treasury management, derivatives and fixed-income operations, collateral management, client relationship, and data strategy.

  • Designing and operating 500+ efficient and effective processes and controls.

  • Leading and coaching small and large (800+) global teams across four continents.

Engaging your advisory services fundamentally elevated our organization operates. The impact is both measurable and enduring.

- Current Operations Advisor Client

Your due diligence work was exceptionally rigorous and thoughtfully executed. The quality of the work set a benchmark for how diligence should be done.

- Former Operational Due Diligence Client