Cole provides valuation, CFO advisory, and M&A advisory services to business owners, management teams, and investors. His experience includes valuing business enterprises, equity securities, financial instruments, and intangible assets, as well as advising on strategic transactions and complex financial matters.
He serves clients across a broad range of industries including manufacturing, retail and distribution, private equity and investment advisory, technology, media and entertainment, and professional services. Cole’s background includes sell-side and buy-side mergers and acquisitions, U.S. GAAP and IFRS financial reporting, capital raising and financing transactions, corporate reorganizations and restructurings, buy-sell agreements, and shareholder matters.
Cole holds a Bachelor of Business Administration in Marketing and Finance from The George Washington University and is a member of the CFA Society of Los Angeles and the Association for Corporate Growth.
Houlihan Lokey, Inc.
City National Rochdale
CFA Society of Los Angeles
Association for Corporate Growth
BBA, Marketing and Finance, GWU
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