Type of investor | Angel Accelerator Seed Fund Early stage VC Investment bank Consulting Corporate Venture |
Typical investment size | $25,000 - $50,000 |
Typical investments in a year | 5 |
Locations of interest | |
Credentials | Accredited Investor |
2000 University of Notre Dame , BS , Finance |
2005 DePaul College of Law , JD , JD/MBA |
Entrepreneur
A former competitive rugby player, serial entrepreneur and attorney with broad financial, legal and operating experience spanning across a wide variety of corporate, corporate finance and securities matters, including:
- Corporate governance, general corporate and securities law, including FINRA and SEC public-company financial reporting;
- Strategic legal and business planning, including mergers, reverse mergers, initial public offerings (IPOs), acquisitions, divestitures, bankruptcies, securities issuances, capital transactions and strategic investments;
- Merger and acquisition advisory and due diligence, including buy-side transactions, recapitalizations, business valuations, review of strategic alternatives; tax advantaged structures and bankruptcy/insolvency situations;
- Securities transfer and sale including Rule 144, crowdfunding, Regulation D;
- Shareholder communication programs, including proxy solicitation and contests;
- Hedge fund and RIA formation and administration; and
- Capital formation; investor presentation and pitch development; network of over 100 investment banks, hedge funds and PIPE funds