Skills
Fundraising. Capital Formation. Investor Relations. Capital Structure. Joint Venture Negotiations. Fund Document Negotiations. MS Office Suites. AI.
About
With nearly 20 years of experience, I specialize in fundraising and capital formation on the principal side, having raised over $2.0 billion across 40+ joint ventures, four successfully raised discretionary funds, and multiple GP/LP structures including evergreen co-investment vehicles. I’ve led capital raises across a range of formats—discretionary, programmatic, and deal-by-deal—partnering with institutional LPs, sovereign wealth funds, family offices, multi-family offices, RIAs, and private wealth platforms.
My experience spans the full capital stack—senior debt, mezzanine, preferred equity, JV/Common Equity and co-GP capital—across core, value-add, and opportunistic strategies. I take a lead role in structuring and negotiating term sheets, fund documents, and JV agreements to align capital with business plan strategy.
While my focus is on capital formation and investor relationships, I bring a full-cycle perspective informed by direct experience in acquisitions, asset management, fund structuring, equity raises, and debt capital. My approach is relationship-driven, execution-oriented, and built on long-term capital partnerships.
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