Licensed as a merger and acquisition specialist since 1985. One of the co-founders of California Equity Group (CEG) and currently one of its principals.
Substantial experience as a financial advisor regarding the merger, acquisition & divestiture of middle market companies, after personally completing hundreds of transactions over a 37 year career with enterprise values up to $100M. Certified Merger & Acquisition Advisor, CM&AA®.
Actively involved in the non-profit community. Long standing member of the Rotary Club of San Jose, California. Served as President of Rotary's Foundation and Endowment. Also a former board member and the past Treasurer of the Sheriff's Advisory Board of Santa Clara County, California.
Credentials and Education:
B.S. in Business from San Jose State University; Graduated with academic honors. Accomplishments included advanced courses in Finance, Accounting, Economics and Marketing.
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