Institutional Integrity. Defensible Analysis.
Expert Fiduciary Oversight.
REPRESENTATIVE CLIENT WORK
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FORENSIC ACCOUNTING,
INVESTIGATIONS & DISPUTES
INVESTMENT GOVERNANCE & RISK
Drove financial growth and operational excellence through strategic leadership, process optimization, and fiduciary-level partnership oversight.
Advised executive leadership on financial strategies, risk mitigation, operations, compliance and organizational transformation.
Led development of tax-efficient business structures and structural advisory and negotiation for $500M+ multi-party partnership agreements.
Directed investment oversight and cash flow management, increasing returns and optimizing liquidity leveraging options from capital providers.
Spearheaded operational improvements and efficiencies, including ERP implementations and cost reduction initiatives saving millions of dollars.
Collaborated with executive leadership to architect financial scaling strategies for $200M+ revenues.
Led financial design and scaling of commercial subsidiaries, securing $40M+ in annual tax-efficiency and $20M in guaranteed revenue streams.
Facilitated inter-departmental discussions and coordination to establish and enhance collaboration to drive efficiencies and improved employee engagement.
Led fact-based analyses to uncover fraud, assess risks, and support litigation and regulatory matters with credible, actionable insights.
Investigated fraud, embezzlement, conflicts of interest, Ponzi schemes and other fiduciary breaches across numerous industries.
Reconstructed decades of financial transactions, and related interest calculations.
Led settlement negotiations of numerous forensic audits.
Partnered with law enforcement and regulators to support investigations and legal actions.
Recommended remediation and internal control improvements to reduce risk.
Served as technical advisor to counsel on complex investigations involving the SEC, DOJ, IRS, SIPC, and other government inquiries, subpoenas, and enforcement actions.
Provided expert reports, rebuttals, and damages analyses in disputes, arbitrations, and regulatory proceedings.
Verified compliance with complex royalty and contingent participation frameworks.
Protected institutional value through comprehensive risk assessments and governance frameworks to enhance compliance, transparency and mitigate threats.
Conducted comprehensive risk assessments to identify vulnerabilities and developed tailored mitigation strategies.
Enhanced governance structures and internal controls aligned with best practices.
Advised on regulatory compliance, reporting obligations, and stakeholder accountability to reduce exposure and ensure transparency to stakeholders.
Performed independent verification of disgorgement calculations for retail brokerage and institutional banking entity.
Assessed the causes of control failures leading to embezzlements in closely held family businesses; provided mitigation recommendations.
SPORTS & COMPLEX ASSET ADVISORY
PROFESSIONAL ATHLETES & HIGH NET WORTH PRINCIPALS
Provided strategic financial, operational, and partnership guidance tailored to the unique needs of sports organizations, athletes, and industry stakeholders.
Led financial strategy and negotiations for three Collective Bargaining Agreements regarding revenue-sharing.
Led annual negotiated revenue-sharing settlements of more than $100 million.
Provided strategic financial oversight for sponsorship and licensing deals valued at over $300 million.
Assisted sports organizations to realize the benefits of their tax-exempt status through revenue strategies and structuring equity investments involving brand partnerships saving more than $10 million.
Provided strategic oversight of critical industry shifts in media rights, ticketing, and sponsorship, enabling stakeholders to navigate a rapidly evolving sports economic landscape.
Collaborated with professional athletes to navigate the complexities of their financial and business matters ensuring transparency and accountability.
Helped athletes evaluate the benefits and risks of opportunities, including off-court/field ventures and relationships with key advisors.
Performed fiduciary audits of third-party wealth managers to ensure transparency, identify asset leakage, and mitigate systemic financial risks.
Performed due diligence on commercial ventures, ensuring athletes had the critical information to make informed decisions.
Guided athletes through IRS inquiries and other regulatory or enforcement matters.
Expert advocacy in high-stakes investment vetting, clarifying key terms and exposing hidden risks by cutting through complexity to empower strategic, confident and informed decisions.
NONPROFITS & TAX-EXEMPTS
Assisted nonprofit and tax-exempt organizations to deliver strategic, practical, and tax-efficient financial strategies, and strengthen governance, compliance, and operational effectiveness.
Developed tax-efficient strategies tailored to the unique needs of tax-exempt entities to maximize revenue impact and compliance saving more than $50 million.
Conducted fiduciary oversight, risk assessments, and internal controls modernization to safeguard institutional assets.
Investigated fraud, embezzlement, conflicts of interest and other misconduct.
Reconstructed historical financial records to ensure compliance with private inurement and benefit regulations.
Supported organizational growth and operational improvements through strategic advisory and stakeholder engagement.
Managed audits and inquiries from regulators; negotiated settlements with the IRS and state tax authorities saving more than $1 million.