Valuation follows belief.
I help leadership teams reduce the price of uncertainty by aligning investor model assumptions with operating reality, disclosure discipline, and measurable proof. The objective is practical: protect valuation, improve access to capital, and keep decision making moving in high scrutiny moments.
Trust Is Priced
Valuation follows belief.
I help leadership teams reduce the price of uncertainty by aligning investor model assumptions with operating reality, disclosure discipline, and measurable proof. The objective is practical: protect valuation, improve access to capital, and keep decision making moving in high scrutiny moments.
Executive • Entrepreneur • Strategic advisor • Author
Thought leader in capital markets and second order effects
Investor model and valuation drivers: Clarify what investors are underwriting, where assumptions are wrong, and what evidence closes the gap that creates a valuation discount.
Cost of capital and access to capital: Reduce uncertainty that widens spreads or depresses multiples through disciplined disclosure, governance clarity, and proof that holds up under scrutiny.
Capital allocation and inflection points: Pressure test high consequence decisions, including financing, IPO readiness, M&A logic, and strategic resets, so milestones get delivered and value creation is legible.
Featured writing
Essays on capital markets, corporate finance, investor expectations, and second order effects in volatile environments.
The Second Order Brief
Capital Markets and Strategic Advisory
A practical guide for boards, executives, and public policymakers operating in volatile markets on how credibility, disclosure discipline, and proof reduce the risk premium, strengthen access to capital, and protect valuation.
Monthly Brief, No Noise.
One email per month with the most important themes I am tracking and why they matter.