LME Consulting Group specializes in business development consulting for small to lower-tier middle market companies, equipping them with the tools and resources necessary for growth. By employing a bottoms-up approach to identify the fundamental drivers of your business, LME Consulting delivers value-creating strategies that lay the groundwork for achieving both short and long-term financial goals. Their collaborative and growth-focused mindset offers management teams the operational support services and strategic financial solutions needed to thrive.
LME Consulting possesses extensive expertise in banking, working capital management, debt capital market transactions and structures, as well as corporate valuations and balance sheet risk mitigation strategies.
The company's vision and purpose are firmly rooted in its core values of collaboration, excellence, integrity, and innovation. With a commitment to responsiveness and a drive to provide superior customer service and results, LME Consulting embraces innovative and outside-the-box thinking. They are unwavering in their pursuit of ensuring clients receive best-in-class service and solutions.
Financial Advisory Services: We provide business development consulting to coach companies on capital raising and exit planning strategies, which include performing corporate valuations, benchmarking analysis, and NDA based confidential investor outreach. Financial Forecasting: Our operational support services encompass 13-Week Cash Flow, Three-Statement Financial, and Discounted Cash Flow (DCF) Valuation Modeling. Market Analysis: We conduct thorough industry research and situational analysis to inform strategic financial solutions. CFO Services: We offer strategic financial planning, business risk assessment, and liquidity analysis for small to lower middle market companies with revenues ranging from $5 million to $125 million.
Investment Banking Services and Securities offered through Independent Investment Bankers Corp., a broker-dealer and Member FINRA/SIPC, are complemented by our business development consulting and operational support services. LME Capital Advisors LLC provides strategic financial solutions and is not affiliated with Independent Investment Bankers Corp.
As Founder and President of LME Consulting Group and LME Capital Advisors LLC, I provide business development consulting by coaching companies on capital raising strategies. I also perform corporate valuations, benchmarking analysis, and NDA-based confidential investor outreach for exit planning purposes. I am a Registered Investment Bank Representative, holding both the FINRA Series 79 and Series 63 licenses.
With over 20 years of investment and commercial banking experience at global financial institutions such as UBS Investment Bank and Mizuho Securities USA LLC, I have developed expertise in financial statement analysis, cash flow and credit risk analysis, balance sheet risk mitigation strategies, debt underwritings, capital structure solutions, acquisition financings, financial modeling, and corporate valuations. My work includes offering strategic financial solutions tailored to my clients' needs.
In addition to my banking experience, I served as Treasurer and Chair of the Finance Committee at the South Salem Presbyterian Church, where I managed a $500 million endowment fund that supported the church’s day-to-day operations and its short- and medium-term financial health. I oversaw the church’s banking relationships, directed operational support services for capital-raising initiatives to support major capital projects, and negotiated contractual agreements.
I hold a dual Master of Business Administration (M.B.A.) and Master of Science in Finance degree from Northeastern University, along with a Bachelor of Business Administration (B.B.A.) from Hofstra University.
I am a senior social work and human services professional with over 35 years of experience in business development consulting, advising and supporting organizations that serve children, families, and seniors. My background spans community-based and institutional environments, where I have contributed to program design, service optimization, policy implementation, and cross-sector collaboration. I bring deep subject-matter expertise in culturally responsive and compliance-driven service delivery, complemented by my focus on operational support services.
As a special advisor and consultant to LME Consulting and LME Capital Advisors LLC, I offer a strategic and analytical approach to strengthening organizational effectiveness, improving operational workflows, and enhancing client outcomes through strategic financial solutions. I have extensive experience working with multidisciplinary teams, leadership stakeholders, and community partners to assess needs, mitigate risk, and implement sustainable solutions. My work is guided by ethical leadership, accountability, and a commitment to measurable impact.
I hold a Master of Social Work (LMSW) from Rutgers University and a Bachelor of Science from New York University.