Deep knowledge of tax due diligence and tax structuring processes and has evaluated tax risks associated with more than 1,500 proposed merger and acquisition transactions. These include both buy-side and sell-side deals ranging from $5 million to more than $5 billion

Industry experience includes automotive, consumer products, technology, health care, pharmaceutical, energy, real estate, financial services, media/marketing, manufacturing, retail services, construction, chemical, logistics, and food and beverage

Previously served as Managing Director – Transaction Tax Advisory Services Leader for a multinational financial consultancy firm In that role, helped firm’s TAS tax group grow by 500%. Oversaw federal/state income taxes, sales/use taxes, property taxes, payroll taxes, escheat/unclaimed property, and foreign tax risks for more than 1,500 proposed transactions

Experience includes working for a large private equity firm, helping manage more than 100 portfolio investments from a tax perspective