Advisor to a number of regional family-owned companies on mergers, acquisitions and strategic partnerships transactions with local and international investors in the Triangle Influential Area.

Extensive market entry, government tenders, transactional work in transitioning countries in Eastern/Central Europe and Cuba with transaction values up to US$400+ million.

Numerous acquisitions of financial institutions and organization of financial institutions in the United States and in other countries by significant non-United States financial institutions and wealthy domestic and international individuals-groups.

Structured the first Florida “bank to bank” acquisition of domestic bank by a Spanish bank. Advisor on regulatory approvals for the United States market entry for significant international financial institutions from Canada, United Kingdom, France, Switzerland, Spain, Brazil, Argentina, Bolivia, Colombia, Venezuela, Mexico, United States, and other countries.