Representative Clients
Numerous Transaction Specific Commercial Real Estate Analysis
Contract CFO, Dallas, Texas based Financial Recruiting Firm
Loan Placement and Strategy, Fort Worth, Texas Based Technical Services Firm
Loan Placement, Southlake, Texas Commercial Office Buildings
Consultant, Gainsville, Texas based Automobile Dealer
Workout Consultant, Fort Worth, Texas Aerospace Parts
Contract COO, Colleyville, Texas Medical Startup
Consultant, Fort Worth Texas based Audio/Visual Firm
Workout Consultant and Loan Placement, DFW, Texas Multi-Physician Medical Practice
Loan Placement, DFW Texas based Wealth Management Firm
Due Diligence Associate, Florida based Real Estate Acquisition Firm
Loan Acquisition Adviser, New York City based Importer
Numerous Financial Models and Pitch Decks