Functional Skills
Accounting
Commercial Due Diligence
Corporate Finance
Financial Modeling
Private Equity Investing
Project Management
Acquisition Target Identification
Divestitures
Financial Due Diligence
Forecasting / Projections
Investment Banking
Investor Relations
M&A Support
Software Skills
Microsoft PowerPoint
Microsoft Excel
Microsoft Excel Macros
Microsoft Word
Certifications
Series 63
Series 79
Sector Experience
Aerospace & Defense
Chemicals
Energy
Healthcare
Industrials
Languages
English
Experience
RPW Capital Partners LLC
Finance
Founder & President
9/2019 - Present
Consulting and interim strategic CFO for growth-stage and private companies, advising on capital structure, fundraising, M&A, strategy, and financial positioning. Clients include venture-backed startups, family offices, financial institutions, and corporates across healthcare, tech, consumer, and digital infrastructure sectors.
Recent Focus & Engagements:
- Fractional CFO for multiple Series A/B companies in healthcare and tech-enabled consumer sectors.
- Lead and advise on capital raising (equity and debt), M&A, and strategic finance topics for early and mid-stage companies navigating inflection points in growth, liquidity, and valuation.
- Develop and teach bespoke applied corporate finance programs for investment banks, PE portfolio companies, and credit teams, bridging capital markets logic with operational decision-making.
- In parallel, formalized this decision framework into The Corporate Finance Lens™, delivered through Forma (formaedtech.com), to teach founders, operators, and finance leaders how to make capital allocation decisions with clarity under uncertainty.
Recent Focus & Engagements:
- Fractional CFO for multiple Series A/B companies in healthcare and tech-enabled consumer sectors.
- Lead and advise on capital raising (equity and debt), M&A, and strategic finance topics for early and mid-stage companies navigating inflection points in growth, liquidity, and valuation.
- Develop and teach bespoke applied corporate finance programs for investment banks, PE portfolio companies, and credit teams, bridging capital markets logic with operational decision-making.
- In parallel, formalized this decision framework into The Corporate Finance Lens™, delivered through Forma (formaedtech.com), to teach founders, operators, and finance leaders how to make capital allocation decisions with clarity under uncertainty.
Forma
Corporate Strategy & Development
Founder & President
7/2025 - Present
Founder of Forma (formaedtech.com), an applied corporate finance decision system focused on strategic capital allocation under uncertainty.
I teach a structured approach to strategic capital allocation: how experienced leaders frame decisions, surface tradeoffs, pressure-test assumptions, reject weak options, and commit when information is incomplete and incentives conflict.
The work reframes corporate finance away from technical mechanics and toward the decisions that actually drive outcomes: opportunity cost, capital allocation, valuation, liquidity, and risk.
The flagship program, The Corporate Finance Lens™, formalizes this thinking into a practical decision system used by founders, operators, and finance professionals who carry responsibility for outcomes. AI is used selectively to accelerate analysis; the core work is judgment, discipline, and accountability for tradeoffs.
I deliver tailored programs for banks, corporations, and advisory firms.
Built from first principles and informed by my background in investment and corporate banking, corporate finance advisory, and consulting CFO roles.
I teach a structured approach to strategic capital allocation: how experienced leaders frame decisions, surface tradeoffs, pressure-test assumptions, reject weak options, and commit when information is incomplete and incentives conflict.
The work reframes corporate finance away from technical mechanics and toward the decisions that actually drive outcomes: opportunity cost, capital allocation, valuation, liquidity, and risk.
The flagship program, The Corporate Finance Lens™, formalizes this thinking into a practical decision system used by founders, operators, and finance professionals who carry responsibility for outcomes. AI is used selectively to accelerate analysis; the core work is judgment, discipline, and accountability for tradeoffs.
I deliver tailored programs for banks, corporations, and advisory firms.
Built from first principles and informed by my background in investment and corporate banking, corporate finance advisory, and consulting CFO roles.
Mizuho Securities USA LLC
Finance
Managing Director, Executive Director, Director
10/2013 - 8/2019
- Structured and led complex analyses to earn and/or solidify role as a Trusted Advisor to clients around the following key topics:
- Applied Corporate Finance & Capital Raising: optimal capital structure, capital allocation, intrinsic value, shareholder return policies, optimal liquidity, cost of capital/hurdle rates/returns measurement, leveraged recaps, debt and equity acquisition & regular-way financing, and credit ratings
- Strategy: M&A / JVs / growth strategies, industry trends, macroeconomics, and geopolitics
- Developed recommendations and solutions typically working with product partners for primarily Global Fortune 1000 clients participating in the chemicals, flow control, industrial, A&D, paper/packaging, E&C, and metals/mining sectors as well as at private equity firms
- Applied Corporate Finance & Capital Raising: optimal capital structure, capital allocation, intrinsic value, shareholder return policies, optimal liquidity, cost of capital/hurdle rates/returns measurement, leveraged recaps, debt and equity acquisition & regular-way financing, and credit ratings
- Strategy: M&A / JVs / growth strategies, industry trends, macroeconomics, and geopolitics
- Developed recommendations and solutions typically working with product partners for primarily Global Fortune 1000 clients participating in the chemicals, flow control, industrial, A&D, paper/packaging, E&C, and metals/mining sectors as well as at private equity firms
Kiewit Corporation
Corporate Strategy & Development
Manger of Project Finance
1/2013 - 9/2013
- Undertook transaction structuring, due diligence, financial modeling, valuation analysis, and credit risk analyses for certain corporate M&A and JV opportunities
- Developed optimal financing structures for bids for design-build-finance (DBF) and P3 infrastructure projects working with senior management and multi-functional teams
- Developed optimal financing structures for bids for design-build-finance (DBF) and P3 infrastructure projects working with senior management and multi-functional teams
Mizuho Securities USA Inc.
Finance
Independent Consultant
8/2012 - 10/2012
- Conducted research, prepared the Offering Memorandum, and reviewed the financial model for a $150M+ growth equity private placement for an unconventional clean coal-to-liquids development company
M.E. Zukerman & Co., Inc.
Finance
Vice President
1/2009 - 7/2010
- Sourced, evaluated, and structured investment opportunities and conducted due diligence, financial modeling, valuation analysis, and credit risk assessments to make investment recommendations to principals and internal investment committee
- Engaged in preliminary review of >12 opportunities and advanced review of 5 related to investments in alternative energy (wind and biofuels) and infrastructure (storage and pipelines)
- Engaged in preliminary review of >12 opportunities and advanced review of 5 related to investments in alternative energy (wind and biofuels) and infrastructure (storage and pipelines)
The Royal Bank of Scotland plc
Finance
Assistant Vice President, Asociate, Analyst
8/2003 - 8/2008
- Conducted corporate finance analyses and built from scratch financial projection, M&A, project finance, and Monte Carlo Simulation financial models
- Played leading role in all stages of the placement of private equity for structured JVs
- Undertook fundamental, qualitative, and credit risk analyses of investment grade and sub-investment grade auto OEMs, auto suppliers, industrial companies, and power companies/utilities as part of a corporate and investment banking coverage team
- Played leading role in all stages of the placement of private equity for structured JVs
- Undertook fundamental, qualitative, and credit risk analyses of investment grade and sub-investment grade auto OEMs, auto suppliers, industrial companies, and power companies/utilities as part of a corporate and investment banking coverage team