FTICA Leadership Team
The FTI Capital Advisors leadership team is formed by a strong and seasoned group of investment bankers coming from different backgrounds and areas of expertise. We are a senior team with presence around the globe.
The FTICA team also taps into the FTI Consulting leadership talent pool to bring additional industry expertise and access to a broad network of relationships.
Find our registered entity and licensed brokers at: brokercheck.finra.org
Senior Managing Director, Global Co-Leader of FTICA
Europe, Middle East, Africa, and Asia Pacific
Glenn Tobias is a Senior Managing Director, Global Co-Leader of FTICA, and Chief Executive Officer of FTI Capital Advisors LLC. Mr. Tobias has more than 25 years of professional experience in investment banking, corporate finance, and consulting. He specializes in M&A, private placements of debt and equity, public capital markets transactions, executive management (CFO and CRO roles), corporate restructuring, project finance, merger integration and corporate strategy across a diverse set of industries.
Prior to Joining FTICA, Mr. Tobias was Managing Director – Head of BNP Paribas’ Energy, Natural Resources and Project Finance Group, where he completed $15 billion of project financings, acquisitions and equity investments.
Mr. Tobias holds FINRA Series 24, 79, Series 82 and Series 63 investment banking licenses and is based in New York. He has a B.S. in Finance from Lehigh University.
Fede Membrillera is a Senior Managing Director, Global Co-Leader of FTICA, and Global Co-Leader of the Telecom, Media & Technology (TMT) practice. He has 20 years of experience serving clients globally across all aspects of corporate finance, mergers & acquisitions (M&A) and strategic management consulting through business planning, development and modeling.
Fede joined the TMT strategy consulting and investment banking boutique Delta Partners in 2006, which was integrated with the FTI Consulting TMT practice in 2020. He has helped position the TMT practice as a leading player in corporate finance and has been a lead advisor in restructuring and financing debt projects as well as buy-side deals for large telecom companies with operations in emerging markets. His expertise also includes financial and strategic advisory for several new licenses in Gulf Cooperation Council (GCC) countries and North and West Africa, providing deal advisory to both entrepreneurial growth companies and Fortune 500 TMT clients.
Fede previously advised telecom operators, global equipment vendors and IT service providers with Oliver Wyman (then DiamondCluster) in Barcelona. He began his career working for Andersen Corporate Finance managing M&A and private equity transactions across Europe.
Fede is a founding member of a TMT focused private equity fund called Nauta Tech Invest which has a presence in Europe and North America.
Fede received a Bachelor’s degree in Economics from the University of Barcelona. He is fluent in English and Spanish and is conversational in French.
Jason Ho is Senior Managing Director, Asia Leader of FTICA and Chief Executive Officer of FTICA (Hong Kong) Limited. Mr. Ho has close to 20 years of experience in investment banking, capital markets, private and public capital financing, corporate finance and debt advisory. He specializes in capital financing, private credit, debt restructuring and M&A for both healthy and distressed corporates. He also advises and assists corporates and financial sponsors to fund-raise and provide structured solutions to enable opportunities such as cross-border acquisitions, special situation financing and distressed assets disposal, etc.
Prior to joining FTI Consulting, Mr. Ho was the Regional Head of Primary Bonds for Greater China at Commerzbank AG. He started his corporate advisory and investment banking career with Bank of America Merrill Lynch in the United States, and later Citigroup’s corporate finance and capital markets originations departments. In 2011, he joined ICBC International, a wholly-owned investment banking subsidiary of the Industrial and Commercial Bank of China, to set up an advisory and capital markets segment, where he was the Co-head of Global Debt Capital Markets Department and Head of Debt Syndicate. He then joined a regional bank, as a Managing Director, Head of Debt Financing and Capital Markets.
With a proven track record, Mr. Ho has tailored solutions and raised over US$300 billion via 500+ transactions for corporates in the private and public markets. Given that most of the projects in Asia are for PRC corporates, he has established a solid network with both borrowers and investors in the region.
Mr. Ho received an honor Bachelor of Business Administration degree from the Steven M. Ross School of Business, University of Michigan, Ann Arbor in the United States and was awarded an honorary Doctorate in Business Administration from the SABI University in France. Jason is fluent in English, Mandarin and Cantonese.
Dean Mullett is a Senior Managing Director at FTI, and Leader of FTI Capital Advisors in Canada, FTI Consulting’s investment banking subsidiary, which he co-founded in 2017. Mr. Mullett has 20+ years of capital markets experience, specializing in special situation investment banking. His areas of focus include strategic options advisory, operational consulting and change management, mergers & acquisitions, capital raising and balance sheet restructuring. He has worked with clients across a range of industries, including automotive, biotech & pharma, cannabis, construction, energy, financials, food, mining, professional services firms, real estate, retail, steel and transportation.
Prior to joining FTI, Mr. Mullett was a Managing Director at Alvarez & Marsal, where he launched and led the firm’s Canadian Investment Banking business. Prior to that, Mr. Mullett was a Partner with PricewaterhouseCoopers within the Restructuring and Corporate Finance practices.
Mr. Mullett is a licensed FINRA representative in Series 7, 24 and 63. He also holds certifications as a Chartered Accountant, a Chartered Professional Accountant, a Corporate Finance Specialist designation from the Canadian Institute of Chartered Accountants, a Licensed Trustee in Bankruptcy and a Chartered Insolvency and Restructuring Professional. He holds a Bachelor of Commerce in Accounting and Economics from the University of Toronto.
Juan Carlos joined FTI Consulting in 2019 as Senior Managing Director to lead FTI Consulting’s Capital Advisors in Iberia. Juan Carlos brings more than 20 years of investment banking experience, primarily with Goldman Sachs in London and Madrid. Within Goldman Sachs he was member of the European Merger Leadership group and responsible for origination and execution of M&A and financing transactions in Iberia, advising private equity funds and corporates in all sectors. He also was responsible for the Renewable Energy sector in EMEA.
Prior to joining FTI, Juan Carlos spent almost 4 years as Partner of Arcano, JV partner of Jefferies for Spain, leading the execution of M&A and financing transactions with Jefferies in Spain. Juan Carlos has executed some of the most relevant M&A and financing transactions in Southern Europe over the last couple of decades, in a wide variety of business sectors, including energy, infrastructure, telecom, media and technology, industrials, real estate, healthcare, financial institutions, internet and retail.
Juan Carlos has a M.Sc. degree in Industrial Engineering from Universidad Pontificia Comilllas (ICAI). He also studied Business Administration at UNED and attended IESE’s Business School, where he studied the Senior Management Program (PADE).
M&A and other FTICA services in Spain rely upon being considered as the ancillary service of “advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings” of Article 141.c) of the SMA and consequently, should not be considered as a reserved service subject to authorisation and registration with the CNMV.
Samuel (Sam) Aguirre leads FTI in Brazil. He specializes in corporate finance matters and crisis management in the Americas. Mr. Aguirre has broad restructuring experience in Latin America, focusing on turnaround plans, advising parties on consensual restructurings, liability management exercises, providing interim management services and acting as investment banker in distress transactions.
Prior to joining FTI Consulting, Mr. Aguirre was a Partner in Toronto, Canada at PricewaterhouseCoopers in Corporate Finance. Mr. Aguirre trained in Canada and gained significant experience in bankruptcy proceedings (receiverships, reorganizations, and bankruptcies) before moving to South America.
In the last 25 years, Mr. Aguirre has participated in aggregate debt restructurings in excess of USD 200 billion in Mexico, Brazil, Colombia, Argentina and Chile among other countries. Recent industry expertise includes mining, energy (oil, gas, electricity and renewables) and agri-business.
Mr. Aguirre also has acted as an expert witness in U.S. court. He is a Chartered Accountants/CPA, a licensed Trustee in Bankruptcy and a Chartered Financial Analyst.
Mr. Aguirre is fluent in English, French, Spanish and Portuguese.
Devi Rajani focuses on assisting companies to navigate through the challenging process of fixing their capital structure through debt restructurings and capital raising in Latin America. Devi has more than 15 years of experience working exclusively on large multinational restructuring assignments in Latin America, having restructured more than USD85 billion of debt. Devi brings an unparalleled ability to tackle complex situations given her deep technical expertise, having advised both companies and creditors across a variety of industries, including but not limited to the construction, manufacturing, automotive, hospitality, oil and gas and financial service industries in Mexico, Chile, Brazil and the Caribbean.
Devi’s recent major Latin American-related debt restructurings include Latin America’s largest airline which faced significant challenges following the impact of the COVID-19 pandemic. Devi and her team were instrumental in assisting the Company in filing for bankruptcy protection under Chapter 11 in the United States and providing ongoing support with the court system.
Devi represented the secured creditors of a Brazilian oil and gas offshore driller following the collapse in oil prices from 2014 to 2017. Devi and her team were essential in analyzing the company’s business plan and providing timely, quality analyses during the negotiations resulting in a successful deal in 2019.
Devi holds a B.Comm. with Honors from Queen’s University. She is a Chartered Professional Accountant and was one of the 54 individuals to achieve the highest standing in Canada in the 2005 Uniform Evaluation. She is also a Certified Insolvency and Restructuring Advisor (“CIRA”) and received the Certificate of Distinguished Performance Award for achieving an exceptional score on the CIRA examination. Devi is fluent in English and Spanish.
In 2021, Devi was featured in “Women Driving Change,” a Universal Women’s Network book. She also was recognized at Global M&A Network’s 2021 Americas Rising Star Dealmakers Awards and M&A Advisors’ 11th Annual Emerging Leader Awards.
Vicente González specializes in restructurings and transaction advisory. Mr. González has 20 years of experience advising some of the largest Mexican corporations on their restructuring processes. His industry experience includes financial institutions, construction, gaming, automotive, paper products and food.
Mr. González has vast experience in transaction advisory, having advised numerous foreign investors seeking access to the Mexican market. His experience includes all aspects of development and implementation of restructuring plans in an out-of-court setting or through Concurso Mercantil, as well as due diligence, financial modeling, review of business plans, liquidation analysis, valuations, cash management and interim management services.
In regards to his financial institution experience, Mr. González advised the Board of Directors of a financial institution in the investigation of the diversion of funds obtained from the capital markets; the five largest Mexican banks with respect to their exposures at GEO, Homex and Urbi, Mexico’s three largest homebuilders; and the unsecured creditors of the second largest Mexican mortgage company in the restructuring of USD$600 million of debt.
Mr. González’s construction experience includes advising Empresas ICA, one of the largest construction companies in Latin America; Collado, a steel conglomerate in Mexico, regarding its portfolio companies with the objective of maximizing the value of the individual companies, which included the operational review of each company, a review of the business plans and the likely prospects of the companies going forward; and the lenders of GCC, a Mexican cement and ready mix concrete producer with significant operations in the U.S. on the restructuring of its USD$650 million bank and private placement debt.
In regards to the food industry, Mr. González advised the secured creditors of on the largest wholesalers and groceries distributors in Mexico and advised the main lender of a Mexican rice producer in the review of its business plan, where the company was undergoing significant financial issues and needed to restructure USD$120 million of debt.
Mr. González’s paper products experience includes advising the unsecured creditors committee of a paper products manufacturer (kraft, printing and writing) with over USD$150 million of debt and advising Corporación Durango, a Mexican paper company, in the successful restructuring of bonds of USD$540 million.
Additional experience includes advising Grupo Martí, a leading retailer of sporting goods in Mexico, and one of the main players in the premium fitness centers space. He also advised Sanluis Rassini, an auto parts producer, in the restructuring of its bank debt of USD$225 million and advised the parent company with respect to its reorganization. Mr. González is fluent is English and Spanish.
Marc Bilbao is a Senior Managing Director and Co-Leader of the Global Aviation practice. Mr. Bilbao has had significant experience in various out-of-court related restructurings including M&A transactions, debt restructurings, debt for equity swaps, and partnership negotiations. Preceding Mr. Bilbao’s involvement in distressed and troubled situations, he held various positions in Leverage Finance Departments of both domestic and foreign banks.
Prior to working for FTI, Mr. Bilbao worked at Imperial Capital, where he had been Co-Head of the Restructuring Group. Before that, he was a Managing Director in the Los Angeles office of Giuliani Capital Advisors and was a member of Giuliani Capital’s Board of Managers and its Commitment Committee. Prior to joining Giuliani Capital, Mr. Bilbao served as Executive Director in the Debt Restructuring and Workout Group of CIBC World Markets in New York.
Mr. Bilbao holds the Chartered Financial Analyst designation and is based in Los Angeles, CA. He holds a B.S. in Business Administration from Seattle University.
Colin McCafferty is a Senior Managing Director. Mr. McCafferty has over 20 years of investment banking experience in the Media and Technology industries, providing advisory services to both large corporate clients and middle market growth companies. Mr. McCafferty’s’ specializes in buy side and sell side M&A, private placements of both debt and equity and capital markets transactions. He has advised on more than 80 transactions across the US, Germany, UK, and central Europe totaling over $15bn in Enterprise Value.
Mr. McCafferty previously served as CEO of McCafferty & Company, a boutique advisory firmed based in Los Angeles which he founded. Before that, he served as a Director at Saban Capital Group in Los Angeles where he worked on numerous international transactions. He began his finance career at Goldman, Sachs & Co. in the Investment Banking Division in New York.
Mr. McCafferty holds FINRA series 7, 24, 63 and SIE licenses and is based in Los Angeles, CA. He has an M.B.A. from Harvard University, B.A. from Miami University (OH) and studied abroad at Sophia University in Japan. He has volunteered actively at L.A. Foodbank and has served on several charitable boards in Los Angeles.
Beau Roy specializes in providing financing, M&A and restructuring advisory services to clients in the aviation industry. Mr. Roy began his career over 25 years ago, providing restructuring and strategic advisory services to companies and creditors across a variety of industries.
Mr. Roy’s experience includes business plan development and assessment, debt financing for aircraft and engine acquisitions, sale/leaseback transactions, sourcing public and private equity capital, fleet restructurings, §1110 stipulations, labor contract negotiations, buy- and sell-side advisory mandates, DIP and exit financing, §363 sale processes, valuation, exchange offers, and litigation support. Mr. Roy has been called to testify in U.S. Bankruptcy Court on a variety of topics.
Prior to FTI Consulting, Mr. Roy worked in Imperial Capital’s Corporate Finance practice, where he focused heavily on aviation and included advisory roles at Pinnacle Airlines, Republic Airlines, Mesa Airlines, Global Aviation, Aloha Airlines, and Virgin America. Advisory assignments for Official Committees of Unsecured Creditors included members from United, Delta, American, ALPA, Teamsters, lessors, maintenance providers and trade vendors.
Jamie Belcher is a member of FTI Capital Advisors in Canada, FTI’s investment banking subsidiary. Mr. Belcher has over 20 years of experience in transaction advisory, corporate finance and accounting and he has been involved in a wide range of corporate finance and restructuring mandates and special situations transactions. His experience includes acquisitions, divestitures, financings, refinancing and restructurings.
Prior to joining FTI Capital Advisors, Mr. Belcher was a Senior Director at Alvarez & Marsal in Toronto. Mr. Belcher’s experience also includes over four years at BlackBerry, formerly RIM, as a Director in the Corporate Development group. While at BlackBerry, he led seven acquisitions, as well as numerous other technology licensing and commercial transactions
Mr. Belcher holds certifications as a Chartered Accountant, Chartered Professional Accountant and Exempt Market Dealer. He has a Bachelor of Business Administration from Wilfred Laurier University.
Dalius is a Senior Managing Director at FTI Capital Advisors, where he works on M&A and Corporate Finance engagements. He has over 18 years of experience, working in M&A, Investment Banking and management consulting, and 10+ years focus on technology and telecom engagements in Middle East, Africa and Asia.
Prior to joining FTI, Dalius was the head of Investor Support Middle East for Roland Berger, as well as with Corporate Finance and Transactions team of PwC in Moscow.
Dalius holds an MBA from INSEAD (Singapore/Fontainebleau), he is a Fellow Chartered Certified Accountant (UK) and a Member of National Association of Certified Valuation Analysts (US).
Dalius speaks English, Russian and Lithuanian.
Shane Campbell is a Senior Managing Director at FTI Capital Advisors, LLC, FTI’s investment banking practice. Mr. Campbell has over 15 years of experience in a diverse set of industries including energy, oil and gas, power and clean tech, environmental services, aerospace and defense, industrial and specialty manufacturing, cannabis, retail and retail software and technology. He specializes in special situation transactions, 363 bankruptcies, mergers and acquisitions (“M&A”), private placements, capital raises, management buyouts and debt recapitalizations.
Prior to joining FTI, Mr. Campbell was a Partner and Managing Director at Cronus Investment Banking. Before that, he worked as an investment banker at Royal Bank of Scotland.
Mr. Campbell holds a FINRA Series 7 certification and is based in New York. He holds an M.B.A. from the Darla Moore School of Business at the University of South Carolina, and a Bachelor of Arts cum laude in economics from Princeton University. At Princeton, he was a member of the Division I Men’s Ice Hockey program. Mr. Campbell is a former professional hockey player.
Scott Gibson specializes in restructuring and business transformation advisory, focusing on the airlines and aviation industry. He has over 35 years of senior-level airline strategy, restructuring, revenue improvement consulting and management expertise. Mr. Gibson brings 20 years of experience as an advisor to aviation industry C-suites and was responsible for developing and managing consulting practices in three firms.
Mr. Gibson is known for his ingenuity in addressing business challenges, adapting business to changed environments, and developing as well as implementing workable solutions and strategies with a focus on restructuring, business strategy and planning, and profitability improvement (both cost and revenue, with a focus on network and fleet).
Prior to joining FTI Consulting, Mr. Gibson spent a decade as Managing Director and Head of Management Consulting at SkyWorks Capital LLC, where he was responsible for the management and development of the global consulting and restructuring business.
John A. Hudson is a Senior Managing Director of FTI Capital Advisors, LLC, FTI Consulting’s investment banking practice. Mr. Hudson has over 20 years of experience completing sell-side/buy-side transactions and raising capital involving technology and intellectual property (IP) assets and IP-rich companies, valuing intangible assets, technology licensing, and providing IP strategic management and related risk mitigation advisory services. He has performed engagements across various industries and sectors including food & beverage, agriculture, technology, media, telecom, health care, energy, consumer, aerospace and defense, and industrials, and for clients that include Fortune 500 companies, universities, private companies, governmental agencies, PE and VC firms and funds, and inventors, throughout the Americas, Europe and Asia.
Before joining FTI Consulting, Mr. Hudson was Managing Director in Deloitte Corporate Finance LLC, which sits inside of Deloitte Advisory, where he led the Tech and IP practice and was also the US lead for Deloitte’s Global IP Advisory practice.
Mr. Hudson holds FINRA series 79 and 63 certifications and is based in Atlanta, GA. He has been recognized by his peer group as one of the IAM Strategy 300 – The World’s Leading IP Strategists every year since 2012. Mr. Hudson holds a B.S. in Economics from the University of Florida.
Ben Hughes leads the firms Special Situations M&A offering in the UK. Having started his career in restructuring, Ben moved into M&A in 2010 where he gained significant mainstream and special situations M&A experience from working on a number of lead sell-side and buy-side advisory mandates, capital raisings, strategic option reviews and valuations.
In his 17 years of acting as a lead advisor, Ben has worked with a broad range of clients including corporates, lenders and investors, across a variety of sectors such as Retail, Leisure, Healthcare TMT and Industrials.
Prior to joining FTI Consulting, Ben worked in Deloitte’s Corporate Finance team, with a focus on Special Situations M&A, before that, he worked at AlixPartners.
Ben is a fellow of the Institute of Chartered Accountants in England and Wales.
Christopher LeWand is a Senior Managing Director and Global Leader of the Energy, Power & Renewables practice. Mr. LeWand is an expert providing strategic market entry, M&A advisory, financial planning, business optimization services, fulfilling interim management roles (CEO/CRO/CFO), and assisting with troubled company financial and operational restructurings. Mr. LeWand has led many cases for utilities, conventional and renewable power fuel sources as well as enabling technologies.
Mr. LeWand has served as financial advisor on all aspects of M&A transactions, including, buy / sell mandates and capital raises; accounting, financial and operational due diligence; identification of acquisition targets; analysis of financial and operational synergies in potential mergers and preparation and negotiation of bids and acquisition agreements on both distressed and healthy investments. Merger integration and carve-out advisory work has been performed on major business combinations/divestitures and the roles have included running PMOs, leading the development and implementation of functional team plans, business reorganization, profit improvement, financial management planning, product road-mapping and customer segmentation, and sitting as a member of Executive Steering Committees.
Mike McCreadie has had over 20 years of experience working in the restructuring and non-performing loan (“NPL”) areas or as a Finance Director in Asia, Australia, Western and Eastern Europe, and the United States.
Mike has extensive experience representing debtors and creditors in and outside of formal bankruptcy proceedings and assisting companies and financial institutions in buying and selling portfolios of loans. Services provided include development and implementation of business plans; cost reduction initiatives; strategic realignment of business units; operational analysis of cash flow projections; development and implementation of cash management programs; operational and financial reporting; negotiations for the sale of businesses; sourcing financing; forensic investigations; valuation of loan portfolio’s and buy and sell side due diligence support.
Mike has experience across a broad range of industries, including financial services, healthcare, retail, energy, manufacturing, consulting, airline, timber, textile and hospitality.
Todd Mello is a recognized thought leader in the healthcare valuation industry, with three decades of healthcare transactions and valuation experience. His valuation work for clients is enhanced by more than ten years of experience within the managed care, physician practice management, and investment banking fields. His approach to valuation includes developing sound, defensible opinions, while structuring arrangements that are in accordance with clients’ operational and strategic objectives.
Prior to joining FTI as the Health Solutions Valuation Services group leader, he co-founded a national boutique healthcare valuation firm, which he managed and grew from inception through its first 17 years of explosive growth. During this period, Mr. Mello led the firm’s business valuation practice, served as an expert witness, and managed fair market value (FMV) opinions on thousands of compensation arrangements in addition to serving as a partner and board member.
Mr. Mello received an B.A. in Economics from the College of the Holy Cross and an M.B.A. from Eller College of Management at the University of Arizona.
Christopher Nicholls is a Senior Managing Director. He is also a founding member of FTI Capital Advisors, the firm’s wholly owned investment banking subsidiary. Mr. Nicholls has over 30 years of experience in restructuring, M&A, interim management, business turnaround, business plan development, litigation support and valuation.
Since joining FTI Consulting in 2005, Mr. Nicholls has led some of the firm’s largest and most complex engagements. Mr. Nicholls has assessed the current operations and business strategies of companies in telecom. equipment, software, radio, publishing,, digital media and entertainment. Some of the companies that Mr. Nicholls has worked with include Sungard, TPx, Intelsat, Interface Security, Frontier, Windstream, LSC Communications, Avaya, Interface Security, iHeart, Cumulus Media, Frontpoint Security, Spanish Broadcasting, Cenveo, Cengage, Tribune Media, Digital First, MediaNews, Reader’s Digest, Source Interlink, SFX Entertainment, McLeod, One Communications, Broadview, XO, Sage Telecom, Allegiance Telecom and Level 3.
Prior to joining FTI Consulting, Mr. Nicholls spent nine years in GE Capital’s Structured Finance and Corporate Lending groups, where he helped to substantially grow investments under management and was ultimately head of the telecom risk management team. In this role, he was responsible for evaluating credit risk, pricing and underwriting loans, portfolio management and performing quarterly portfolio reviews and valuations.
Yana is a Senior Managing Director at FTI Capital Advisors, where she works on M&A and Corporate Finance engagements. She has over 12 years of corporate finance experience focused on TMT in emerging markets.
Previous experience at Goldman Sachs’ Alternative Investments team, London.
Yana holds an MSc in Finance from Bocconi University, Italy, an MSc (Hons) in Business Administration from Rotterdam School of Management, The Netherlands and a BSc (Hons) in Business Administration from Bocconi University, Italy.
Yana is a Bulgarian national and is fluent in English and Bulgarian and conversational in Italian.
Luciano Lindemann is a Senior Managing Director in the Turnaround & Restructuring practice. He has experience serving in interim management roles for companies undergoing turnaround processes. Mr. Lindemann has industry experience in healthcare, consumer goods and education. Mr. Lindemann has served as interim Chief Restructuring Officer and interim Chief Financial Officer, and has assisted companies with debt restructuring, fundraising, performance improvement, cost reduction and merger and acquisition advisory.
Prior to joining FTI Consulting, Mr. Lindemann worked at Votorantim Cimentos, the world’s fifth largest cement producer, where he served on the Financial Risk Management team. In this role, he prepared the company for an IPO, including the creation of corporate governances, financial and accounting structuring and SOX certification. Prior to Votorantim, Mr. Lindemann served as a Financial Controller at Unilever. Before that, he worked in the sales planning department at Citibank.
Mr. Lindemann holds a B.B.A. from the Universidade Federal do Rio Grande do Sul in Porto Alegre, Brazil and an M.B.A. in finance from Fundação Getúlio Vargas in São Paulo, Brazil. He also holds an extension in risk management in banking and finance from City University London.
Chris Post is a Senior Managing Director. Mr. Post focuses on advising companies, creditors and equity sponsors during periods of transformative change. He brings more than 15 years of capital markets expertise across a number of industry sectors including telecom, media & entertainment, business services, manufacturing and power & utilities.
Mr. Post has led numerous engagements covering buy- and sell-side M&A, capital raising, interim management, balance sheet and operational restructuring, business plan development & review and valuation.
Prior to joining FTI Consulting, Mr. Post spent over seven years in the corporate and investment banking division of Bank of America Merrill Lynch. During that time he participated in the origination and syndication of over 50 high grade and leveraged debt transactions in the telecom, media and technology (“TMT“) sector, with principal responsibilities including due diligence, transaction structuring, credit underwriting and portfolio management.
Justin Pugh is a member of Corporate Finance & Restructuring and FTI Capital Advisors, the firm’s investment banking subsidiary. Mr. Pugh specializes in providing strategic, operational and financial solutions to enterprises and their related stakeholders and his engagements have spanned a variety of industries, including creditors, debtors, shareholders, boards of directors and prospective purchasers. Mr. Pugh has more than 10 years of experience.
During the course of his assignments, Mr. Pugh has prepared and conducted extensive reviews of business plans and financial projections, assisted in refinancing efforts, provided mergers and acquisitions advisory services, investigated a variety of financial improprieties, served as interim management, acted as a liquidating agent and trustee, been appointed by district courts as a receiver, provided due diligence services to lenders and prospective purchasers, and proposed and implemented performance improvement initiatives.
Prior to joining FTI Consulting, Mr. Pugh was an Associate at Alliance Management, a boutique turnaround management and restructuring consultancy. In this capacity, he served as a court-appointed receiver on multiple occasions, the financial advisor to several companies in bankruptcy and an expert witness on valuation matters. Before Alliance, Mr. Pugh held roles of increasing responsibility in the corporate finance, FP&A, and supply chain functions, respectively, of three Fortune 500 companies where he focused primarily on ecommerce and digital strategy.
Rod Rivera is a member of FTI Capital Advisors, FTI Consulting’s investment banking subsidiary. Mr. Rivera brings more than 30 years of experience completing over a hundred transactions in healthcare investment banking, corporate banking and leveraged finance, representing more than $12 billion in deal value.
Throughout his career, Mr. Rivera has raised billions of dollars in debt and equity for public and private companies and has focused his interests on healthcare services and pharmaceuticals. He has profound industry expertise and has been a trusted advisor providing financing and M&A solutions to companies such as Mariner Health, Sun Healthcare, Lifehouse Senior Living, Trilogy Health, King Pharmaceuticals, Warner Chilcott, Prometheus Pharma and Amneal Pharmaceuticals.
Mr. Rivera joined FTI Consulting from Capstone Partners’ Healthcare Group, where he was a Managing Director. Before that, he founded and led the healthcare banking effort at RBS Citizens, building a portfolio of over $1.5 billion of middle market and corporate senior loans. Prior to RBS Citizens, Mr. Rivera led the healthcare investment banking effort as a Senior Managing Director at Dresner Partners, a middle market M&A boutique. He also co-headed the investment banking effort for Healthcare Services at Jefferies. During his career, he served as Managing Director in leveraged finance and healthcare investment banking groups at Credit Suisse First Boston and CIBC.
Additionally, Mr. Rivera is a Member of the Advisory Council for the Institute for Life Sciences Collaboration and served as an Advisory Board member for First Physicians Capital Group, where he provided strategic, corporate finance and capital markets expertise.
After graduating from the Naval Academy, Mr. Rivera served honorably in the U.S. Navy as a Naval Flight Officer and Mission Commander for the P-3 aircraft.
Luke Schaeffer is a Senior Managing Director and Global Co-Leader of the Telecom, Media & Technology (TMT) practice. Mr. Schaeffer specializes in enterprise transformation, in transactions, turnarounds and growth contexts. Services include strategy, revenue growth, operating model design, organizational design, cost take-out, process improvement, interim management, financial and operational restructuring, commercial and operational diligence, integration and separation planning and M&A and capital raising.
Mr. Schaeffer has recently served as Chief Restructuring Officer (CRO) of disruptive augmented reality hardware company, Deputy CRO of Relativity Media, Interim Chief Operating Officer of an event rental business, Chief Restructuring Officer in an out-of-court operational restructuring of an entertainment post-production business, and Interim Vice President of Development for Digital Domain during its bankruptcy with responsibility for leading that 363 sale process.
Prior to joining FTI Consulting, Mr. Schaeffer was the Founding Managing Partner at West Lake Partners, a niche strategic and transaction advisory firm focused on expansion stage and middle-market companies in the communications and technology industries. Previously, Mr. Schaeffer worked for two private equity firms – Whitney & Co. and One Liberty Ventures – where he worked with, and invested in, communications, media, technology and services businesses. Mr. Schaeffer also spent several years with PricewaterhouseCoopers, where he was a founding member of FTI Consulting’s predecessor Telecom Industry practice.
Carlyn Taylor specializes in strategy, business transformation, restructuring and transaction-related services. She has 30 years of experience and has led hundreds of engagements. Ms. Taylor is widely recognized for her industry expertise in telecom, media and technology (“TMT”), as well as other industries, including retail, healthcare and industrial. Ms. Taylor led the launch of FTI Consulting’s Business Transformation practice within Corporate Finance & Restructuring, growing revenues 18-22% per year and creating a global practice with hundreds of professionals in a wide range of functions and industries.
Prior to Ms. Taylor’s appointment as Global Co-Leader, Ms. Taylor founded the firm’s TMT industry practice and served as its National Leader. Over a 20-year period, she built a leading TMT industry consultancy, which today is a global team of more than 120 professionals situated throughout the U.S. and United Kingdom. Ms. Taylor joined FTI Consulting with the acquisition of PricewaterhouseCoopers’ BRS group in 2002.
Ms. Taylor holds a B.S. and an M.A. in Economics from the University of Southern California, where she graduated as valedictorian. Ms. Taylor holds investment banking licenses from and is a registered general securities principal with FINRA. In 2016, she was named Woman of the Year in Restructuring by the International Women’s Insolvency & Restructuring Confederation.
Ben Waters is a specialist in advisory, investment and transaction support, capital, banking services, pre-lending review and due diligence within the agribusiness industry. Ben joined FTI Consulting after 14 years with one of Australia’s leading corporate restructuring and advisory firms where he gained in-depth experience and insight across a wide range of advisory projects. During that time, Ben spent 15 months working in one of Australia’s largest banks specifically assisting with managing their agribusiness portfolio.
Ben has led trade-on engagements, asset sales and independent advisory projects within the beef (including stud stock and feed lotting), dairy, horticulture, cotton, irrigated cropping and fodder and broad-acre cropping sectors. Furthermore, he has experience in processing and accumulation of agricultural products as well as the production of key farm inputs.
In addition to agriculture, Ben also has experience across several other industries including infrastructure and property.
Managing Director, TMT
Julio is a Managing Director at FTI, where he focuses on investment banking engagements with a focus on European deals. He has +15 years experience in financial markets, telecoms and digital infrastructure working in Advisory, Equity Research, Corporate Finance, Strategy and Investors relations.
Prior to joining FTI, he was Director of Telecoms Equity Research at RBC Capital Markets London, covering European and LatAm companies. Before RBC, as Strategy and Corporate Finance / IR Manager at Jazztel Telecom.
Julio holds a Master in Finance from Cass Business School, London.
M&A and other FTICA services in Spain rely upon being considered as the ancillary service of “advice to undertakings on capital structure, industrial strategy and related matters and advice and services relating to mergers and the purchase of undertakings” of Article 141.c) of the SMA and consequently, should not be considered as a reserved service subject to authorisation and registration with the CNMV.
Managing Director, Power & Renewables
R. Carter Atlamazoglou is a Managing Director in FTI Consulting’s Power, Renewables and Energy Transition practice and a member of FTI Capital Advisors, the firm’s investment banking subsidiary. He has over a decade of experience in the renewable energy sector spanning principal and advisory roles across multiple countries and technologies.
At FTI Consulting, Mr. Atlamazoglou’s experience covers the project and transaction lifecycle from strategic market entry and due diligence through to M&A and interim management. During his engagements with the firm, Mr. Atlamazoglou has prepared and conducted strategic options analysis and strategic market entry reviews, undertaken financial, commercial and operational due diligence assignments, provided mergers and acquisitions advisory services and held formal board and interim management roles for clients.
Previously, Mr. Atlamazoglou worked for Silver Ridge Power and its’ predecessor AES Solar, a global solar IPP and joint venture between AES Corp. and Riverstone Holdings. In this capacity he focused on the development, acquisition and financing of solar PV projects, leading the company’s business development efforts in Greece, as well as on corporate and operations projects in Europe and North America.
Managing Director, Healthcare
David Baker is a member of FTI Capital Advisors, FTI Consulting’s investment banking subsidiary. He brings to his role more than 30 years of experience in international M&A, capital formation, partnership agreements and corporate strategic development.
Mr. Baker has deep knowledge of the healthcare industry and has successfully completed numerous complex transactions representing more than $7 billion in total value in healthcare services, medical device and healthcare information technology.
Closed deals include M&A, joint ventures, equity investments and partnership agreements. Mr. Baker has extensive global experience with deals successfully completed in the U.S., Europe, Asia and South America. Results include growth of businesses, liquidity for owners and recapitalization of underperforming businesses.
Prior to joining FTI Capital Advisors, Mr. Baker was co-head of Capstone Partners’ Healthcare Group. Prior to that, he was a Managing Director in the Healthcare Group at Lazard Middle Market and was a Vice President of Business Development and Integration at GE Healthcare.
Managing Director, Debt Capital Markets
Sean Bernsohn is a Managing Director at FTI Capital Advisors, FTI’s investment banking practice. Mr. Bernsohn has 20 years of experience in investment banking and restructuring. He specializes in helping sponsor and corporate issuers both access the debt capital markets and achieve broader transaction, financial and operational goals.
Prior to FTI, Mr. Bernsohn was a Director within the Barclays Leveraged Finance team. He has also previously has held investment banking roles at RBC Capital Markets and Macquarie.
Mr. Bernsohn holds FINRA Series 7 investment banking license and is based in New York. He holds a B.S. in Economics from the London School of Economics and Political Science and an M.B.A. in Business Administration from New York University.
Managing Director, TMT
Middle East and Africa
Luca is a Managing Director at FTI Capital Advisors, where he works on M&A and Corporate Finance engagements. He has over 10 years of investment banking experience across Europe, Russia & CIS and emerging markets. Prior to joining FTI Capital Advisors, Luca worked at UBS Investment Bank in London and Moscow.
Luca holds an MSc in Finance and a BSc (Hons) in International Economics and Management from Bocconi University, Milan.
Luca is an Italian national and is fluent in English and Italian and has advanced knowledge of Spanish and Russian.
Managing Director, TMT
Asher Cohen is a Managing Director at FTI Capital Advisors, FTI Consulting’s investment banking practice. Mr. Cohen has more than 18 years of investment banking advisory experience within the Telecom, Media & Technology (“TMT”) industry. Mr. Cohen specializes in mergers and acquisitions (“M&A”) and capital raise transactions with additional experience in financial restructurings and fairness opinions. Primary focus on leading sell-side and buy-side M&A advisory in healthy and distressed situations.
Prior to joining FTI Consulting in early 2017, Mr. Cohen spent 12 years at Houlihan Lokey, where he led Telecom and Internet Infrastructure coverage within the TMT Group. Prior to that, he served as Director of Corporate Development with IDT Telecom, leading M&A growth strategy and execution. He also was an Associate in the TMT Group of J.P. Morgan Securities in New York.
Mr. Cohen holds FINRA Series 7, Series 79 and Series 63 investment banking licenses and is based in Los Angeles, CA. He holds a B.S. Electrical Engineering from Tel Aviv University and an M.B.A. from New York University’s Stern School of Business.
John C. Crittenden, III
Global Chief Compliance Officer, Chief Operating Officer
Mr. Crittenden is the Global Chief Compliance Officer / Global Chief Operating Officer and Executive Representative of FTI Capital Advisors, LLC an international middle market investment bank with offices in 7 countries. He is also the COO and CCO of FTI’s SEC investment advisor, FTI Capital Management which acts as receiver, replacement manager, liquidator and wind down manager for stressed funds. Based in Washington, D.C., during the past 32 years he has conceived, built and led retail and institutional de novo broker dealers and served in permanent and interim executive roles including CEO, CCO, COO, at retail and high net worth wealth management firms, registered investment advisors, insurance and institutional securities firms.
Mr. Crittenden advises financial services firms working at the confluence of financial services and securities regulations helping them to navigate the securities rules and provide guidance to establish, develop and maintain compliant control and risk environments. His experience includes multiple expert witness and advice as well as serving in permanent and interim executive roles, including Chief Executive Officer (“CEO”), CCO and COO at retail and high net worth wealth management firms, insurance and institutional securities firms. He has industry expertise in insurance and financial institutions.
Prior to joining FTI Consulting, Mr. Crittenden was the President and CCO for Marsh & McLennan’s SEC Registered Investment Advisor and MMC Securities FINRA registered broker dealer subsidiary. Earlier in his career, Mr. Crittenden was widely known for creating and implementing highly productive turnaround strategies for wealth management divisions within several Washington D.C. area financial institutions.
He holds FINRA Series 7, 24, 79, 63, 99 and 14 licenses.
Nico is an experienced corporate finance expert and has extensive experience in advising clients in a wide range of transactions and other corporate development situations. In addition to advising on numerous acquisitions, disposals and mergers, Nico is expert in helping clients with transactions often in challenging conditions, including with respect to their capital structure, governance, or operational complexities, both in the Netherlands and abroad.
Previously, Nico worked in investment banking at Deutsche Bank in London, as Head of Corporate Finance at NIBC Bank and Partner at Deloitte Corporate Finance.
A broad range of financial activities are subject to supervision in the Netherlands. Many undertakings operating in the financial sector require either a license or are under an obligation to notify the relevant supervisor of their intent to carry out their business in the Netherlands. Supervision is exercised by the Dutch Central Bank (De Nederlandsche Bank or DNB) Market conduct supervision is exercised by the Dutch Authority for Financial Markets (Autoriteit Financiële Markten or AFM).
Managing Director, Aviation
Scott Farnsworth specializes in providing financial advisory services to clients primarily within the aviation industry. With more than 20 years of experience, Mr. Farnsworth’s provides companies and their stakeholders with turnaround, restructuring, investment banking and strategic advice to maximize enterprise value.
Mr. Farnworth’s expertise includes strategic planning and negotiations; business plan development and review; bankruptcy preparation; detailed cash flow forecasting and liquidity management; Chapter 11 plan negotiations; claims estimation and management; DIP financing; §363 sales; the acquisition and financing of aircraft and engines; sale-leasebacks; lease buyouts; lease and debt restructurings; and ex-im financing.
In 2018, Mr. Farnsworth was an M&A Advisor Debt Financing of the Year nominee for his work on AeroCentury. He won Airfinance Journal’s 2015 Regional Jet/Turboprop Deal of the Year for his Mesa Airlines engagement, as well as Turnaround Atlas Awards’ 2011 Corporate Turnaround Deal of the Year ($1+ billion) also for the Mesa Airlines work.
Nicole R. Horton
Nicole Horton is a Managing Director at FTI Capital Advisors, LLC, FTI’s investment banking practice. Ms. Horton specializes in restructuring, strategy and transaction advisory from due diligence to M&A. She has industry experience in retail, consumer products, manufacturing, agriculture, and real estate, among others.
Prior to joining FTI Consulting, Ms. Horton was a Managing Director in Ernst & Young LLP’s strategy and transaction practice, where she was part of the Financial Services Office and restructuring team. She received numerous awards during her tenure for both individual and team performance. Ms. Horton began her career as a commercial banker, with experience in trade finance (including supply chain lending), asset-based lending, foreign exchange trading, commercial loans, and loan workouts.
Ms. Horton holds FINRA Series 7 and 63 and Harvard Leadership Program Certifications and is based in Los Angeles, CA. She has a B.A. from the university of Kansas and a M.I.M. from the American Graduate School of International Management.
Managing Director, Healthcare
Roger Kahn is a member of FTI Capital Advisors, FTI Consulting’s investment banking subsidiary, and brings more than 35 years of experience in M&A and financings to his role. Mr. Kahn has worked on hundreds of completed engagements and has consummated over $11 billion in transactions in aggregate. He focuses on the healthcare services, medical devices and biopharmaceuticals sectors.
Mr. Kahn’s transactions experience includes sell-side and buy-side M&A, leveraged buyouts, IPOs, follow-on offerings, fairness opinions, takeover defense and special committee representations.
Prior to joining FTI Capital Advisors, Mr. Kahn was a Managing Director in the Healthcare Group at Capstone Partners.
Before that, Mr. Kahn ran the healthcare groups at Gruntal and Tucker Anthony Sutro and was Managing Director at Tri-Artisan Partners, a merchant banking boutique. Prior to those roles, he ran the M&A department of L.F. Rothschild and was a senior banker at CIBC Oppenheimer for ten years.
Mr. Kahn began his professional career at Bankers Trust Company and was a member of the M&A departments of Dean Witter and Bear Stearns.
Managing Director, Aviation
Joseph Kazanovski is a Managing Director at FTI Capital Advisors, LLC, FTI’s investment banking practice. Mr. Kazanovski has 16+ years of experience providing investment banking and financial advisory services to companies and creditors in sale processes, special situations financings, financial restructurings, and aviation specific mandates.
Prior to joining FTI, he was a senior professional in Imperial Capital’s investment banking group where he managed and executed financings, M&A, strategic advisory and financial restructuring mandates with a primary focus on middle-market companies and clients within the aviation sector. Mr. Kazanovski previously held positions at Houlihan Lokey and PWC’s investment banking groups where he advised middle market and large corporate clients and creditors in out-of-court and Chapter 11 financial restructurings. He began his career in JPMorgan’s debt private placements group.
Mr. Kazanovski holds FINRA series 7, 63, 79 investment banking certifications and is based in Los Angeles, CA. He has a B.S. in Accountancy and a B.S. in Finance from the University of Illinois.
Richard Kim is a Managing Director at FTI Capital Advisors, FTI Consulting’s investment banking practice. Mr. Kim specializes in middle market and special situations investment banking services and has over 12 years of experience in M&A and capital advisory, corporate finance and accounting. Mr. Kim is a trusted advisor to business owners, management teams, board of directors, private equity investors and other stakeholders on mergers and acquisitions (M&A), divestitures, capital financing and refinancing, special situations and balance sheet restructuring mandates. He has served clients globally in Canada, the U.S., United Kingdom and France, leading engagements across a wide array of industries including advertising, construction, education, healthcare and nutrition, insurance, manufacturing, mining and metals, pharmaceuticals, retail, technology and transportation.
Prior to joining FTI Capital Advisors, Mr. Kim was a Manager at KPMG LLP, where he specialized in buy-side and sell-side M&A due diligence engagements for private equity firms, pension funds, and strategic clients.
Richard holds certifications as a Chartered Accountant, a Chartered Public Accountant, and is Based in Toronto, Canada. He holds a B.A. in Economics and Accounting from Wilfrid Laurier University where he graduated with Honors.
Managing Director, Healthcare
James McLain is a Managing Director at FTI Capital Advisors, LLC, FTI Consulting’s investment banking practice. Mr. McLain has over 20 years of M&A and corporate finance experience, specializing in providing sell-side, buy-side, and capital raising services to middle market healthcare companies and private equity investors. Mr. McLain has transaction experience in a broad range of healthcare subsectors, including healthcare services, medical technology, biopharma & services, and healthcare information technology.
Prior to joining FTI Capital Advisors in 2017, Mr. McLain was a Managing Director with Coker Capital Advisors, a healthcare-focused M&A advisory firm. Previously, he worked for Brown Brothers Harriman & Co., where he led the M&A Advisory practice for healthcare services companies. Mr. McLain has also held positions in the healthcare investment banking group at Jefferies & Company and the industrials group at Credit Suisse First Boston.
Mr. McLain holds FINRA series 7, 63, & 79 certifications and is a CFA charterholder. He earned an MBA from the University of Chicago Booth School of Business and a BA cum laude with Honors in Philosophy from Williams College, where he was a member of the top ten nationally ranked squash team. He is based in New York.
Ernesto joined FTI Capital Advisors in 2020 bringing more than 15 years of investment banking experience. He started his career in the investment banking division of Lehman Brothers in London and then joined Nomura investment banking division in Madrid.
Over its career in investment banking, Ernesto has advised some of the most important corporates and private equity firms worldwide. He has a longstanding experience in cross border transactions, advising both international clients with regards to investments in Spain and national clients with its investments worldwide. He also has experience on merger among top industry players.
Ernesto has supported all of its clients in the design and execution of its growth strategies, including organic and inorganic growth (acquisitions, carve-outs and divestments), structuring and raising of financing, both equity and debt (LBOs, IPOs, private placements, refinancings).
Ernesto has extensive experience in a wide range of sectors including energy, utilities, renewables, healthcare, leisure, F&B, TMT, retail or infrastructure. He has executed some of the most relevant M&A and financing transactions in Spain over the last decades.
Ernesto received a Bachelor’s degree in Business Administration from ICADE. He is fluent in English and a Spanish and Italian native speaker.
Managing Director, Power & Renewables
Robert Salandra is a member of FTI Capital Advisors (FTICA), FTI Consulting’s wholly-owned investment banking subsidiary. Mr. Salandra focuses on providing investment banking services including M&A, advisory and capital raising through FTICA for clients in the power and renewable energy space. He has more than 25 years of experience providing debt and equity capital advice to clients in the energy and infrastructure markets.
Mr. Salandra has expertise advising corporate clients, private equity and infrastructure sponsors, and family offices in the private capital markets on transactions involving equity and debt placement, project finance, M&A, leveraged finance, loan syndication, and restructuring in the power, renewables and infrastructure segments. He has project and structured finance investment experience involving over US$20 billion of closed transactions.
Prior to joining FTI Consulting, Mr. Salandra was a Managing Director at Whitehall & Company, an investment bank based in New York. Before Whitehall, Mr. Salandra was a Managing Director with Morgan Stanley where he led the structured lending group within commodities. Prior to that, he was the CFO and Chief Investment Officer of Central Resources, a privately held family office.
Managing Director, Power & Renewables
Larry Stone is a Managing Director at FTI Capital Advisors, LLC, FTI Consulting’s investment banking practice. Mr. Stone brings more than 25 years of capital markets and transaction advisory expertise across a range of industry sectors including conventional and renewable power generation, infrastructure, project finance, manufacturing, and business services. He focuses on assisting companies in transition including strategic acquisitions and divestitures, structured financings, bond offerings and non-recourse project financings. Over his 30-year career, he has developed deep relationships with a vast array of capital providers and investors spanning development equity, strategic financial partners, tax equity, lending institutions and global infrastructure funds. As a trusted advisor, Mr. Stone has executed dozens of assignments involving financial partnerships and equity products and raising billions of dollars of debt capital through highly structured project finance offerings.
Prior to joining FTI Capital Advisors, Mr. Stone spent over 10 years as Managing Director at Bostonia Partners in their Sustainable Infrastructure Group, where he developed and led the firm’s renewable energy business. Earlier in his career, he developed and managed Wells Fargo’s Private Debt Group. Mr. Stone led a similar initiative at Fleet Bank prior to its merger with Bank of America.
Mr. Stone holds FINRA Series 7 and 63 certifications and is based in Boston, MA. He holds a M.S. in Economic Development from UC Davis and a B.A. in Political Theory and Economics from the University of Vermont
Jose Vargas specializes in turnaround and restructuring advisory. Mr. Vargas’ industry experience includes movie theater exhibitors, retail apparel companies, pharmaceutical companies, fruit production, steel distribution, aluminum recycling, offshore services suppliers to oil producers, infrastructure, government, airport and airlines.
Mr. Vargas has participated in several restructurings and financial due diligence engagements involving building complex financial models, as well as government bidding processes and business plan feasibility analyses.
Mr. Vargas’ past clients include a Mexico City airport, state governments in Mexico, suppliers of Mexico’s government oil production company and major commercial banks.
Mr. Vargas is fluent in English and Spanish, and is conversational in French.
Managing Director, FinTech, Financial Institutions, TMT
Alex Wong is Managing Director and Asia Head of M&A Advisory of FTICA. Based in Hong Kong, he has 20 years of M&A and financing experience in bulge bracket investment banks, as well as hands-on senior corporate strategy and executive management experience.
Alex began his career with Citigroup in New York and has focused on M&A originations, executions and merger arbitrage situations across the Asia Pacific region in various institutions, namely Goldman Sachs, Lazard and JPMorgan. At JPMorgan, he was Head of Hong Kong and Taiwan Investment Banking in Financial Institutions, executing numerous landmark M&A and capital market transactions in Greater China, and led the establishment of the Private Client Advisory group offering best-in-class corporate finance advisory services to ultra high-net-worth private banking clients.
Prior to joining FTI Consulting, Alex was Managing Partner at Oasis Advisory Limited, a boutique consultancy firm he founded that specialises in advising disruptive startups on fundraising strategies and business development. Before that, he was the Chief Strategy Officer at TNG FinTech Group, leading its strategic acquisitions in Southeast Asia, capital markets and fundraising activities, as well as coordinating communications with the Hong Kong Monetary Authority (“HKMA”).
Alex received his Bachelor of Science degree in Operations Research and Industrial Engineering, Summa Cum Laude from Cornell University and Master in Arts degree in Statistics from Harvard University.
Send us your inquiries and suggestions using the link below. We're looking forward to connecting with you.Get in touch