Transaction Experience

Provided valuations, constructed deal packages, secured financing and/or facilitated divestitures for more than 50 individual deals involving over 2500 locations valued at approximately $2.5 billion.
- 10 transactions on Major Oil divestitures
- 30 transactions on companies with 10 plus stations
- 10 transactions on companies with less than 10 stations
Served as interim CFO/project manager to facilitate the acquisition of major oil assets.
Analyzed the purchase of Travel Centers of America (TA) and Petro Stopping Centers by Hospitality Trust (HPT).

Analyzed and developed strategies to service the growing hospital services industry with a focus on emergency services, ICU services and collections.

Developed a five year plan and projections which included opening several new regional locations and raising approximately $12mln in funding.

Provided an approximate $48mln evaluation regarding the purchase of two Marriott properties located in Elizabeth, NJ for a private equity firm.

Analyzed the Private Equity REIT market with an emphasis on retail investments.
Evaluated M&A mergers in the banking sector from 2001 thru 2003.
Analyzed a local ski resort; and, prepared an economic impact study on a $10mln construction project.
Assisted in preparing the $12.5mln HR divisional baseline budget for a Fortune 500 company.

Expert witness for the State of Texas - C & G business valuation.
Consulting expert on two large (potentially >$100million) suits within the petroleum industry- damage valuations.