IPO Catalyst, Inc.
March 2004 to November 2019
I worked as team leader and senior consultant on multiple IPO teams. Managed 18 team members. Oversaw A/P, A/R, day-to-day accounting and financial systems. Executed mergers and acquisitions, private capital raises, and public offerings, primarily on start ups and emerging growth companies. Worked closely with private equity investors, hedge funds, and major stock exchanges, i.e., NYSE, NASDAQ, and OTC Markets. Very experienced working with securities attorneys, CPA’s, auditors, and investor relations reps, both large and small firms. Worked with most major investment banks, setting up and designing, sponsor presentations, e.g., Chase, Morgan Stanley, Goldman Sachs, Barclays, etc.