When it comes to client development, relationships matter more than a deal: deals come when the relationship is solid with mutual respect, integrity and accountability. Trust and genuine concern for the client's well-being is a lost art. My strengths are building a working relationship with people,…
When it comes to client development, relationships matter more than a deal: deals come when the relationship is solid with mutual respect, integrity and accountability. Trust and genuine concern for the client's well-being is a lost art. My strengths are building a working relationship with people, and an innate ability to facilitate communication between these parties with direct relationships between the Principals on either side of the table, facilitating the introduction and cultivation of the new relationship. My job is building new high-level, high-net-worth relationships between Principals where none existed before. We don't talk about a specific deal or opportunity until the underlying foundation of the relationship has been established.
SPECIFIC RELATIONSHIPS I am privileged to be working with a certain private equity firm that specializes in mid-cap and large-cap ventures; our core business concentration includes traditional and non-traditional asset management, assets for securitization, financial services, real estate, development, hospitality, technology and global telecommunications, media, oil and energy, transportation, manufacturing, mergers and acquisitions and medical and pharmaceutical equity investments.
MANAGED BUY/SELL PRIVATE PLACEMENT PROGRAM Working under the authority of a worldwide commitment holder for paper, I inform UHNWI clients about the process and procedures, and aid them in a complete application for consideration by the trade group.
REAL ESTATE DEAL FACILITATION
Team (1)
Recent Transactions (2)
PreConstruction Catalysts
Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Drinking Places (Alcoholic Beverages), Food and Beverage Stores, Grocery and Related Product Distributors (Wholesalers), Mobile Food Services, Restaurants and Other Eating Places, Tobacco and Tobacco Product Distributors (Wholesalers)
Advised
N/A
in their acquisition by
N/A
December 2014
PreConstruction Catalysts
Gold and gold alloy bar, sheet, strip, and tubing made from purchased metals or scrap, Gold beating (i.e., foil, leaf), Gold bullion or dore bar produced at primary metal refineries, Gold foil and leaf not made in rolling mills, Gold foil made by rolling purchased metals or scrap, Gold refining, primary, Gold rolling and drawing purchased metals or scrap, Jewelry and Silverware Manufacturing, Jewelry, natural or cultured pearls, manufacturing, Metal Ore Mining, Pearls, costume, manufacturing, Primary Metal Manufacturing
Advised
PCC
in their acquisition by
n/a
December 2014
Join Axial's Private M&A Platform
PreConstruction Catalysts connects with qualified M&A advisors through the Axial Platform.
Selling Your Company?
Find the perfect advisor to help you sell your business.