Eric has over ten years of experience advising companies and boards, including rendering fairness and solvency opinions for transactions such as buy side and sell side M&A, leveraged buyouts, asset sales, related-party transactions, spin-offs, recapitalizations and ESOP transactions. Eric has specialized expertise in legacy liability transactions and liability management exercises, for which Eric has written articles and spoken on panels.
Some of Eric’s noteworthy fairness and solvency opinion engagements include rendering the following opinions:
- Flex Ltd. (NasdaqGS:FLEX): rendered a fairness opinion in connection with Flex Ltd.’s sale of convertible preferred shares in its wholly owned subsidiary, Nextracker Inc. to TPG
- GenOn Holdings LLC: rendered numerous solvency opinions in connection with leveraged dividend recapitalization transactions
- KKR Global Infrastructure Investors III L.P. and KKR Global Infrastructure Fund IV: rendered a fairness opinion in connection with the acquisition of a stake in Port Arthur LNG, LLC
- Westmoreland Mining Holdings LLC: rendered a fairness and solvency opinion in connection with a financial restructuring that included the distribution of WestMET
- Marlin Equity Partners: rendered a fairness opinion in connection with a continuation fund transaction for their portco Medius AB
- TLG Acquisition One Corp.: rendered a fairness opinion in connection with a de-SPAC transaction with Electriq Power Inc.
- Frontier Communications Corporation (NasdaqGS:FTR): rendered a fairness opinion in connection with the sale of assets in four states
- Hertz Global Holdings, Inc. (NYSE:HTZ): rendered a solvency opinion in connection with the spin-off of its equipment rental business, Herc Holdings Inc. (NYSE:HRI)
Eric received his B.S. in finance from Bradley University and his MBA in corporate finance and investment banking from University of Wisconsin Madison.
