Lantern Global Advisors is a boutique investment bank specializing in transaction advisory and consulting in the technology industry.I had the pleasure of working directly with Founders & CEO's on various activities from a strategic and value-adding perspective. This included financial roadmaps, capital raising, M&A, branding and IP strategy. The experience exposed me to the financial and creative rigor required in positioning companies for long-term success.
I help prepare for client meetings (discussing investments, tax strategy, retirement planning, and more), construct client portfolios, and will assist in the tax return cycle.