Bank of America

Participated in pre-acquisition due diligence and post-acquisition integration efforts for numerous community banks. Advised holding company management on development of governance and control monitoring processes.


Monitored performance of the ‘bad bank’ formed when the FDIC closed Texas American Bank of Fort Worth.

Lehman Brothers Holdings Inc.

Managed the administration and processing of individual and corporate Securities Investor Protection Corporation claims in the largest bankruptcy filing in US history. Developed a system and processes to quickly and efficiently classify, track and settle claims.

Assured Financial, LLC

Chief Restructuring Officer of commercial finance company retained to foreclose and market/sell over 900 resort, residential and commercial properties in Minnesota to cover $150 million of indebtedness. 

Our Experience