Eric is responsible for company valuation, financial analysis, preparing offering memorandums, conducting industry research, and supporting senior bankers in all aspects of the transaction process. He resides in Avon Lake, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Business Administration in Finance from the University of Cincinnati
  • Series 79 — Limited Representative — Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Investment Banking Analyst at FMI Capital Advisors
  • Transaction Advisory Services Associate at Barnes Dennig

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)