Ed is a managing director in the New York office of Duff & Phelps and a member of the firm’s Consumer, Retail, Food and Restaurants group. He has over a decade of experience advising companies in investment banking and corporate strategy.
Ed specializes in the execution of mergers and acquisitions, exclusive sales and divestitures, private placements and recapitalization transactions. In addition, he has advised boards of directors and special committees, and issued fairness and solvency opinions for leveraged recapitalizations, change of control transactions and special situations.
Ed’s recent engagement experience includes Eastern Mountain Sports on its sale to Versa Capital Management, LLC; Ultra Stores, Inc., on its sale to Signet Jewelers Limited; Zumiez Inc. on its acquisition of Blue Tomato; Healthcare Laundry Systems sale to Compass Group PLC (a Buyouts Magazine Deal of the Year);The Phoenix Companies, Inc., on the divestiture of PFG Holding, Inc., to Tiptree Financial Partners, LP; Balducci’s, LLC on its sale to Angelo, Gordon & Co. portfolio company Kings Super Markets, Inc.; The Marlin Firearms Co. on its sale to Cerberus Capital Management’s portfolio company Remington Arms Co.; and Tourneau, Inc., on its recapitalization transaction with Leonard Green & Partners, L.P.
Prior to joining Duff & Phelps in 2005, Ed worked with Bentley Associates, L.P., a middle market mergers and acquisitions advisory firm. Prior to joining Bentley Associates, Ed worked as a management consultant in corporate strategy and investor relations.
Ed received his M.B.A. in finance from New York University’s Leonard N. Stern School of Business and his B.A. in biology from Macalester College. He is a Financial Industry Regulatory Authority (FINRA) registered representative, holding the FINRA Series 7 and 63 licenses.