Experience highlights
Erik has worked with family-owned businesses, high net worth investors, sponsor-backed middle market firms, and corporations where he was responsible for origination, underwriting, closing, and participation and/or syndication. On behalf of clients and their boards, he interfaces with banks, law firms, investment banks, and institutional investors. He also advises energy, C&I, and natural resource clients on deploying capital through various economic cycles.
Erik advises clients in a number of areas, including:
- M&A: Quality of Earnings, due diligence support, transaction analysis
- Corporate: Strategic advice and finance support
- Capital: Balance sheet management and debt and equity raise processes
- Project finance: Planning, project execution, and compliance
- Investment: Thesis generation, policy construction, deployment, and review
- Venture: Start-up company support and pre-IPO readiness