Professional background
My work has spanned financial investigations and valuation, M&A investment banking, public-company corporate finance, and financial operations at a private software company. This record provides the professional context for the research and analytical projects published here.
Investigations, valuation, solvency, and transaction analysis.
M&A diligence, financial models, and transaction materials.
Planning, capital structure, liquidity, and investor reporting.
Forecasting, KPIs, pricing analysis, and operating infrastructure.
Professional chronology
Led forecasting, KPI development, pricing analysis, investor reporting, and the financial infrastructure supporting a private software company.
Worked across financial planning and analysis, capital structure, financing initiatives, investor-relations preparation, and financial modeling.
Worked on subsidiary performance, liquidity planning, capital-markets analysis, supplier financing, and transaction support at an industrial portfolio company.
Advised on domestic and cross-border M&A assignments, including diligence, financial model review, board materials, and transaction execution.
Performed corporate valuation, solvency analysis, fairness-opinion work, and related financial assessments for companies, boards, and investors.
Supported audit preparation, restatements, financial investigations, and analytical work connected with legal and regulatory matters.
Education
Kellogg School of Management
Master of Business Administration, 2014
Finance and Marketing
Kelley School of Business
Bachelor of Science in Business, 2006
Accounting and Finance
Connection to current work
The research on AREFMB.COM applies the same core disciplines used throughout my career: establishing reliable source data, testing financial relationships, distinguishing observation from inference, and presenting conclusions clearly.
See how this background informs the finance and AI tools →
Valuation and solvencyDistress, capital structure, and company analysis
Financial modeling and KPIsData-led research, charts, and interactive tools
Board and investor materialsConcise analytical writing and visual presentation
Operating financePractical attention to cash, performance, and execution