Equity, Industry, Strategic and M&A Analyst with over twenty years experience in Investments and Investment Banking. Key focus on the intersections of science and finance, with a particular expertise in Semiconductor, Software and (more recently) Biotechnology. I possess both strong financial ...
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Equity, Industry, Strategic and M&A Analyst with over twenty years experience in Investments and Investment Banking. Key focus on the intersections of science and finance, with a particular expertise in Semiconductor, Software and (more recently) Biotechnology. I possess both strong financial analytic skills and a deep understanding of the scientific processes that underlay competition in these industries. In the past, I have also covered Defense/Aerospace, Electronics, Communications, and Oilfield Services and E&P.
As an Equity Analyst, I leverage both Fundamental and Quantitative Techniques to maximize gains on a risk-adjusted basis. I focus closely on Modeling and Valuation to identify entry and exit points for stocks positioned favorably within key technological trends. And I screen and alpha-rank to track the attributes of all stocks, both those under direct coverage and others in my Universe. I seek discontinuities in sentiment by focusing closely on the fundamentals and trends I see affecting key drivers.
A published author with a long list of writings in multiple fields, I have very strong editing and publishing skills, as well. I try to keep an up-to-date list of publications on my website I also have strong skills in idea generation, mentoring and research management, as well as publishing and syndicating research.
As an M&A and Industry Analyst, I offer a full range of Analytic and Advisory services, assisting clients in the articulation and execution of Strategic Planning and Development. Competitive and Technology Roadmap assessment, Target Identification, Due Diligence, Valuation, Structuring, Team Building, Integration and Planning.
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