Representative Engagements

  • Interim Treasurer: Serving public companies in need of strong interim leadership and execution on capital markets activities (financing and hedging), and treasury strategy, while searching for a permanent candidate.
    • 2010-2011: Public $8BB company in midst of acquisition
    • 2011-2012: Public SAAS provider in midst of transformational acquisition
  • Risk Management Assessment and Policy: Identifying sufficiency of risk management practices, create credit policies and ranking methods appropriate to client exposures, and recommend steps for risk-rating client portfolios.
    • Various public companies, 2002-2012
  • Capital Markets Alternatives, Assessment and Strategy: Identifying alternative structures, while providing market intelligence and negotiating strategy, to achieve capital-raising goals. Evaluate various provider proposals and negotiate to ensure best terms and conditions.
    • Various public and private companies, 2000-2012
  • International Treasury Consolidation, Design and Structure: Assessing the current state and evaluating opportunities for the international consolidation of treasury activities, to achieve greater transparency, control, compliance, and efficiency.
    • Numerous public companies, 2000-2012

Contact Form

We would love to hear from you! Please fill out this form and we will get in touch with you shortly.
  • This field is for validation purposes and should be left unchanged.