Bill has over 30 years experience as a financial advisor, advising on divestitures, acquisitions, mergers, strategic alternative reviews, fairness opinions and both debt and equity capital raises. For the past fifteen years, his clients have primarily included mid and small-cap public and privately owned businesses. Bill began his professional career with The Northern Trust Company, ultimately managing a commercial lending division before moving to Lehman Brothers. During his thirteen year tenure, Bill worked as a managing director in its capital markets and investment banking divisions, focusing primarily on Fortune 500 and large-cap clients. Following Lehman Brothers, Bill held managing director positions with the investment banking groups of Price Waterhouse LLP, Ernst & Young Corporate Finance and Guiliani Capital Advisors. He was actively involved with establishing and growing the automotive and aerospace and defense practices within those firms. In 2006 Bill co-founded InterOcean Advisors LLC to exclusively focus on the manufacturing and industrial sectors. In 2022 InterOcean merged with Origin Merchant Partners.
Bill holds a B.A. from DePauw University (Finance) and an M.B.A. from DePaul University (Finance). He also served three years in the U.S. Navy as a line officer.
