(949) 252-4600 x 250
19100 Von Karman Ave
Irvine, CA 92612
Bill has over 28 years of experience in the capital markets. Bill began his career at Dean Witter Reynolds where he managed over $100 million in assets for individual, corporate and pension accounts. He later moved to a middle market investment bank that was subsequently acquired by Chemical Bank as a business analyst, working with business owners to develop value building strategies designed to optimize valuations in preparation for a sale of the company.
In 1991 Bill co-founded the investment banking firm Markwood Capital Alliance. Markwood specialized in providing investment banking services to small to mid-sized private high technology companies. Over a 15 year period the firm closed over 58 transactions. Transactions ranged from $500,000 to over $25 million and included sell side transactions, debt and equity growth capital raises, acquisition search, strategic licensing, distribution agreements and joint ventures.
In 2006 he joined CRESO Capital Partners. While at CRESO, Bill focused on equity, leveraged buyouts and growth capital transactions ranging from $3 million to over $100 million in size. The transaction mix had a strong emphasis on acquisition funding and subordinated debt transactions utilizing capital from a multitude of institutional sources including venture capital, private equity, mezzanine, hedge funds, banks, asset based lenders and corporate strategic capital.
In 2009 Bill formed the investment banking division of Culver Capital where he established the FINRA required Broker Dealer licensing, recruited additional investment banking professionals and oversaw the firms M&A activities. While at Culver, Bill closed a number of transactions including asset based debt and mezzanine subordinated debt transactions for private middle market companies.
Bill holds FINRA Series 79 and 63 licenses and holds a California Real Estate salesperson's license.