A selection of engagements — presented as anonymized case studies — alongside the companies I advise, co-own and help build.
Confidential engagements, presented as anonymized case studies — the thinking matters more than the names.
Challenge
A fragmented accounting market with strong local players but no consolidator building scale.
Strategy
Design a roll-up thesis: acquisition criteria, valuation discipline and an integration playbook.
Execution
Structure the holding, negotiate acquisitions and standardize operations and technology across firms.
Impact
A single, larger and more valuable platform positioned for institutional capital.
Challenge
A team with deep crypto expertise but no regulated vehicle to serve institutional clients.
Strategy
Define the product, the regulatory perimeter and a governance model investors could trust.
Execution
Build the corporate and compliance structure and assemble the founding cap table.
Impact
A credible boutique able to operate and raise in the regulated digital-asset space.
Challenge
A promising financial product idea without the structure, unit economics or capital to scale.
Strategy
Pressure-test the model, size the market and design a path from MVP to regulated scale.
Execution
Shape the roadmap, the partnerships and the funding narrative for early investors.
Impact
A fintech with a defensible model and a fundable story for its next stage.
Challenge
An established company growing, but without a clear thesis on where the next stage would come from.
Strategy
Reframe the company as an investor would — around markets, moats and capital allocation.
Execution
Install the metrics, cadence and governance to run growth as a discipline.
Impact
A clearer strategy and a management team aligned on the path to greater value.
Challenge
Real-world assets that were illiquid, hard to access and expensive to distribute.
Strategy
Design a tokenization structure that respected regulation while unlocking liquidity.
Execution
Coordinate legal, technical and financial workstreams into a single viable offering.
Impact
A new access route to an asset class, with liquidity where there was none.
Challenge
A successful company outgrowing its founder-led structure and informal governance.
Strategy
Professionalize governance, clarify roles and separate ownership from management.
Execution
Stand up a board, formalize controls and prepare the company for outside capital.
Impact
An institution-ready company able to attract talent, partners and investors.
A network of companies I advise, co-own and help build across securities, digital assets, tokenization, fintech and law.
As Advisor
As Partner & Founder
Investment Holding
The holding structure through which long-term investments and interests are held.
If you’re building the next stage of your company, let’s talk.
