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MY SERVICES

Expertise. Intuition. Innovation. Integrity.

Do you have a goal you’re trying to achieve but don’t know where to begin, or just need an expert in the field to advise you or represent you in some way? Take a look at the list of my potential services below, but more importantly, contact me for free and let's see how I can help.  If I can't think of a way to help in a cost effective manner, I will just say so.

Shaking Hands

GENERAL CONSULTING SERVICES

Expert guidance

  • Expert guidance on anything related to the asset management or CLO industries

  • Private limited partnership document review for Wealth Managers, Financial Advisors and Individuals

Stock Charts in the Newspaper

ASSET MANAGER ADVISORY SERVICES

Are you thinking about starting a CLO business or looking to run or grow an existing one?  Let's see how I can help.

  • CLO start-up/Small manager growth strategy consulting

  • Independent Director (BDC, SPAC, Originator Vehicle)

  • Industry consulting

  • Introductions

  • Pre and post execution Indenture guidance

  • Service Provider and other ancillary CLO document negotiation guidance

  • Staff teach-ins

Financial Report

TECH/OTHER PROVIDER ADVISORY SERVICES

Are you a start-up technology service or other service provider in the CLO market?  Let's see how I can help.

Service provider consulting focused on technology start ups:

  • Seed capital (2 completed)

  • Board representation

  • Industry consulting

  • Introductions

  • Market testing/Software beta testing

  • Staff teach-ins

Law

EXPERT WITNESS SERVICES

Legal/Industry Expertise

  • With over 25 years experience as a lawyer and CLO manager, I can handle myself under cross examination

Graveyard Crow

 ZOMBIE FUND UNWIND SERVICES

Do you have a CLO or other fund you can't unwind because of the ownership of worthless securities or otherwise?

  • Having unwound my share of CLOs and other private funds during my over 25 years of experience in law and finance, I can help!

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