Professor of Finance
MBA, University of California (Berkeley)
In 2008, Bill left investment banking and has been teaching Corporate Finance in the Executive MBA Program at San Francisco State University and Financial Decision Making at the University of San Francisco. Both courses focused on financial analysis, capital budgeting, capital markets, valuation, and financing strategies. He spent half of his career in investment banking and half in commercial banking. As an investment banker, he advised privately held and small cap companies in mergers and acquisitions and in raising equity and mezzanine capital. He received a MBA from the University of California at Berkeley with an emphasis in finance and marketing. His banking experience gives him a very strong background in corporate finance with particular emphasis on capital structure, corporate valuation, mergers and acquisitions, and corporate strategy. As an investment banker, he has completed transactions in numerous industry sectors including retail, internet, clean-tech, education, service, catalog, manufacturing, subcontractors, software, and distribution as well as advised companies in all stages of growth: startup, expansion, and mature firms. As a commercial banker, he has experience as a commercial lender, cash manager, and managed Union Bank’s commercial banking activities in Northern California. Bill is currently doing transactions as a sole practitioner and through the Taproot Foundation providing pro bono consulting to non-profits on developing their strategic plans.