Develop Capital Funding needed for growth of Medical/Operating Companies, Franchises, IT/Medical Devices; M&A of Equity needs for Companies in Ownership transfer needs and/or growth companies various rounds. Healthcare Innovation and additional rounds. .
Growth & Aged Companies and the ...
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Develop Capital Funding needed for growth of Medical/Operating Companies, Franchises, IT/Medical Devices; M&A of Equity needs for Companies in Ownership transfer needs and/or growth companies various rounds. Healthcare Innovation and additional rounds. .
Growth & Aged Companies and the Restructuring of Debt with and working with Investor Relations, acting as a Fundless Sponsor in the raise of Private Equity. Series 79, 7, 63, 65, 6, and LH/LTC Licensed.
Orchestrated equity raises , Mergers and Acquisitions of Manufacturing, Hospitality, Printing, Ambulance, Assisted Living Centers, Technology, Restaurant Industries, and family Bottle Gas and Energy. Initiated 2nd round raises for existing clients to assist with Investor Relations.
Initiated and was the top performer of bank security sales in both Indianapolis and Cincinnati managing over $120 million; 40% of his portfolio in fixed municipals and treasury securities.
As a muni bond trader for Chicago's Clayton Brown Municipal Bond Company and Investment Bank, engaged in bond swaps for such institutions around the country for himself and other traders.
While at Clayton Brown, maintained a daily trading account of $20 million and assisted in the construction of the Tax Free Unit Trusts; his trained specialty was trading and building pre-refunded (ETMs) positions.
Instructed undergraduate and/or graduate education for over 25 years. Taught Undergraduate and Graduate Public Finance at Cleveland State.
Started and managed an internship program from Indiana University's Kelly School of Business with over twenty students passing through his training program to market and engaged them to write PPMs.
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