Jeff has over 19 years of experience providing corporate financial advisory services to clients on valuation matters related to fairness opinions, solvency opinions, mergers & acquisitions, and private debt and equity securities. Prior to joining Kroll in 1998, Jeff was a vice president with LaSalle Bank/ABN AMRO.
Representative corporate clients include Novo Banco, S.A./Tranquilidade, Ingersoll-Rand plc, Cooper-Standard Holdings, Inc., Intelsat, Ltd., Tyco International Ltd., CDW Corporation, Global Collect Services B.V., Solutionary, Inc., Akindo Sushiro Co. Ltd., PPL Corporation, Citigroup Financial Japan G.K., Altria Group, Sears Holdings Corporation, Scottish Re, MoneyGram International, BATS Global Markets, Cetera Financial Group, Ambac Financial Group, Goldman Sachs, H&R Block, Inc., Windstream Communications, Verizon Communications, United Surgical Partners International, Global Crossing Ltd., and Telesat Canada, among others.
Representative private equity clients include Partners Group Holding AG, Providence Equity Partners, Madison Dearborn Partners, Welsh Carson Anderson & Stowe, Nordic Capital, Aermont Capital, TPG Capital, JLL Partners, KSL Capital Partners, BC Partners, Thompson Street Capital Partners, Apollo Global Management, Warburg Pincus, Cressey & Company, The Blackstone Group, Bain Capital, Berkshire Capital, among others.
Jeff has also written numerous articles, including “Fairness Opinions in Corporate Transactions: An Important Tool for 21st Century Corporate Boards,” published in Directors Monthly and “Corporate Valuations & Fairness Opinions Roundtable,” published in Financier Worldwide.
Jeff received his MBA in finance and management strategy from the J.L. Kellogg Graduate School of Management at Northwestern University, where he graduated with distinction and was elected to the Beta Gamma Sigma honor society, and his BBA in finance from the University of Wisconsin - Madison.
Jeff is a member of the National Association of Corporate Directors, where he serves on the Advisory Committee for the Chicago chapter. He is also a National Association of Corporate Directors Governance Fellow. He holds the Financial Industry Regulatory Authority Series 7 and 63 licenses.