Brendan has raised over $700 million and built strategic relationships with numerous Fortune 500 companies to help grow businesses in more than ten industries. He loves freelancing, as it allows him to apply his skills to a variety of problems. Brendan uses his years of experience as a startup CEO and financial advisor to help companies create viable business plans and raise the capital needed to implement them.
Created business plans, pitch decks and financial models, and provided financial advisory services to dozens of companies with compelling business ideas in a host of different industries.
Assisted a market-leading broadcast antenna manufacturer to adapt its business strategy to new FCC regulations.
Found the buyer and then managed the sale of an $80-million business unit of a multi-billion-dollar contract manufacturer.
Led the team that structured and syndicated a $700+ million investment in refined coal production facilities.
Raised $15+ million of capital for an early stage technology fund.
Helped a seed-stage medtech venture fund develop its business plan, set up the fund, evaluate investment opportunities, and raise capital.
Focus areas: M&A (Sell-side), Fundraising, Management Consulting, Strategic Planning, New Business Ventures, Financial Modeling, Investment Decision-making, Investment Opportunity Evaluation, Investment Research
2017 - 2019
Identified the market opportunity and developed the business plan for this SaaS company that created solutions that allowed customers to bid on products and services and have the bids accepted or rejected in real-time using AI technology.
Co-invented three patents that were critical enablers for the company.
Established a partnership with the largest owner/operator of golf courses in the US to enter the golf industry.
Raised the seed-stage capital needed to fund the company.
Developed both mobile apps and web-based software products that allowed consumers to bid on golf tee times.
Focus areas: General Management, Fundraising, Strategic Partnerships, Strategic Planning & Execution, Product Planning, Opportunity Identification, Market Opportunity Analysis, Product Development
2004 - 2019
Meridian Realty Investments, LLC
Developed the business plan then built a $500-million portfolio of institutional quality real estate assets by acquiring eight large multi-tenant office and multifamily properties along with approximately $50 million in raw land.
Raised over $100 million of "venture debt" and over $300 million of long term debt from life insurance companies and conduit lenders to fund these acquisitions.
Syndicated ownership interests to over 250 high net-worth individual investors through a nationwide broker/dealer distribution channel, raising almost $200 million of equity.
Prepared all of the offering materials and successfully completed the broker dealer compliance and due diligence processes.
Provided ongoing asset management services, running a $60-million annual business.
Ran formal sale processes and completed successful exits on seven of eight properties despite very difficult market conditions. Achieved returns that far exceeded same year vintage real estate funds.
Created the business plan for a value add industrial real estate fund, structured and organized the fund, raised capital, identified, evaluated and consummated investment opportunities, then oversaw the management of the portfolio.
Focus areas: General Management, Fundraising, Opportunity Identification, M&A (Buy-side), M&A (Sell-side), Investor Relations, Business Operations, Mergers & Acquisitions
2009 - 2012
Viseon Energy, LLC
Founded and developed the business plan for this renewable energy finance company that provided equity financing for utility-scale solar and wind energy projects.
Spearheaded a joint venture with Grubb & Ellis, then one of the largest real estate companies in the world, to launch the company.
Developed one of the industry's first equity investment vehicles for investors that were not focused primarily on tax benefits.
Partnered with Goldman Sachs to become the platform company for the renewable energy investments of the Goldman Sachs Infrastructure Fund.
Partnered with SoCore, a subsidiary of Edison International, to pursue rooftop solar financing opportunities.
Ran one of the business units of this small publicly-traded company and was VP, Corporate Development of the parent prior to its acquisition by a Fortune 500 company.
Developed and evaluated investment strategies, return targets, and risk mitigation strategies to manage the company's significant cash reserves.
Led a successful bid for a $40-million government contract in Brazil.
Spearheaded the company's initiatives to invest in new business lines by evaluating numerous opportunities and presenting recommendations to the CEO.
Focus areas: Strategic Planning & Execution, Corporate Development, International Business, Government Contracting
Senior Vice President
1993 - 1995
Flash Comm, Inc.
Developed the business concept and wrote the business plan for this nationwide wireless messaging company that provided ubiquitous "text-type" messaging throughout the United States in the precellular era.
Co-invented the critical enabling patents.
Developed strategic relationships with Fortune 500 companies Harris Corp. and Lexmark International.
Raised $10 million of seed capital to launch the company.
Oversaw day-to-day operations, including product development activities.
Business idea development for new venture concepts is a mixture of art and science. There are playbooks to follow that ensure ideas are validated objectively to ensure financial and opportunity cost risks are minimized.
The Art of the Fundraising Pitch Deck (Publication)
The flow of a fundraising pitch deck is vital for striking a chord with investors and clearly displaying the narrative of the business. Going through a successful pitch deck slide by slide is one of the most effective ways to learn how to build a flow.
Strategies for Raising Startup Capital in Small Markets (Publication)