With over a decade of experience in financial and valuation services, I specialize in financial planning and analysis, transaction consulting, and utility valuations. My expertise in business valuation encompasses purchase price allocations, business enterprise valuations, impairment testing, and non-compete valuations. I have successfully delivered these services across diverse industries, including oil and gas, as well as water and wastewater utilities. Notably, I have facilitated transactions ranging from $200,000 to $2.5 billion.
I hold the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, along with certification as a Series 50 Municipal Advisor Representative. I am an active member of the CFA Institute, CAIA Association, American Water Works Association, and the Pennsylvania Municipal Authorities Association. Additionally, I serve as a board member for the Horsham Water and Sewer Authority in Pennsylvania, contributing to strategic initiatives that enhance water and wastewater services in the region.