Crowdfunding, Financing and Finance

I represent lenders, investors and owners on all manners of debt and equity transactions, including:

  • private offerings, including JOBS Act and Reg D fundings
  • crowdfunding
  • mortgage and construction financing
  • project finance
  • asset-based lending
  • secured transactions
  • equity investments and divestitures
  • leveraged buyouts
  • loan workouts and restructurings

I passed the Finra Series 65 (Investment Advisor Representative) exam and counsel registered investment advisors on numerous aspects of their businesses.

I passed the New Jersey Insurance Producer License exam and furnish advise on title insurance matters.