Ronald Montalbano

SENIOR EXECUTIVE and STRATEGIC ADVISOR to C-suite executives, PRIVATE EQUITY, and boards of directors of public and private SMALL AND MID-CAP COMPANIES on developing and executing GROWTH STRATEGIES that include M&A and CAPITAL MARKETS transactions.► Prior BOD experience; significant CFO advisory roles; ex-Big 4 Partner► Creative problem solver with a multi-disciplined integrated skillset: finance, accounting, financial statement analysis, financial forecasting, tax, legal documentation, and negotiation. Strong private/public capital markets and finance knowledge: raising of private equity and debt, underwriting of public equity and debt (including IPOs), fairness opinions/valuations, venture capital, and execution of sell side and buy side M&A transactions.► Managed or co-managed over 100 transactions totaling over $10B in capital/value: private placements of equity and/or debt (30 placements); mergers and acquisitions (34 transactions); public equity underwritings (43 offerings) (IPO, Follow-on/Secondary; including Lead/Sole Underwriter Roles).► Builds strong global networks, relationships and partnerships with internal teams and external executives including CEOs, CFOs, COOs as well as private equity and debt sources, boards, and other stakeholders.► Experienced Board Director and past Member of Executive and Governance Committees. ► INDUSTRIES: Financial Services – Investment Banking | Industrial Services | Energy Service/Upstream/Midstream/Downstream | Engineering► CREDENTIALS: CFA, MBA ; FINRA Series 24, Series 7 & 63 registered; Engineering undergrad