How I got here.
My career has spanned investment and portfolio management, corporate development, M&A, strategic finance, investor relations and capital markets. As an executive and advisor, I have worked with CEOs, CFOs and boards on deals, financings and difficult moments, in the Americas, Asia and Africa. I am also an author, with books for adults and for children, and the host of The Second Order Brief, a series on how decisions play out.
- MBA in strategy and finance
- Wharton Global C-Suite Executive Program
- FINRA SIE, Series 79 and 63 (in progress)
- Member of NIRI
Where I work
Capital Markets & Investor Relations
Helping a company be understood by the people who fund it.
- Telling the company's story to investors, and being ready for their hardest questions
- Preparing for earnings calls and building relationships with analysts and large investors
- Finding the right investors, and handling roadshows and disclosure
Corporate Development & Strategy
Deciding where a company should go and how to get there.
- Acquisitions, partnerships and entering new markets
- Where to put the company's money and what to focus on
- Growth across North America, Asia and Africa
Strategic Finance & Transactions
The numbers and the process behind the big decisions.
- Valuation, financial models and due diligence
- Raising money and getting ready to list on an exchange
- Working with development finance institutions, sovereign funds and asset managers
Special Situations Advisory
Clear advice when a company is under pressure.
- Activist investors, short seller reports and changes in leadership
- Communicating with the board, executives and the market in a crisis
- Governance and disclosure rules, including Regulation FD
Building & Operating
I have run these functions, not only advised on them.
I also founded and run StratQuent, an advisory platform.
- Setting priorities and the routines that turn a plan into results
- Building teams and practices from scratch, with responsibility for the results
- Bringing finance, capital markets, operations and communications together, working beside the CEO or founder