|
|
Our Team
Neil Shroff,
Managing Director
Contact Neil
Neil is well-versed in mergers and acquisitions, operations, business development and management consulting. Prior to founding Orion Capital Group, Neil co-founded a manufacturing outsourcing firm. During his tenure, Neil acted as the lead for two strategic acquisitions, and eventually worked closely with the board of directors to lead the sale of the firm.
Previously, Neil managed a Jefferies Capital Partners portfolio company where he led the company's transition from a position of financial and operational distress to position of profitability. In his early career, Neil was a management consultant at SRI International and another small consulting firm where he focused on developing strategic recommendations for numerous clients in the biotech, medical device, and material technology industries.
Neil has a B.S. in Bioengineering from the University of California, San Diego. Neil has also lived in Japan and conducted extensive business in India, China and Latin America. He holds Series 62 and 63 Securities licenses and is a licensed California Broker. |
| |
Rick Beberman, MS, MBA
Director
Contact Rick
Rick has an extensive investment banking and accounting background. He has had leadership responsibility for transactions involving mergers, acquisitions, restructurings, and capital-raising. The total value of these transactions exceeds $10 billion and involves companies in a variety of industries including high-tech, medical products, telecommunications, financial services, transportation, general industrial, and consumer products.
Rick spent twelve years at the North American affiliate of NM Rothschild & Sons where he provided financial advice to US and European-based companies. He also launched and managed a newly established corporate transaction development effort at Banc of America Securities where he assisted the firm's merger and acquisition clients with corporate development, strategic analysis, and planning. In 2004, Rick became COO of Connectance, a healthcare information technology company.
Rick has an MBA from New York University and a Masters degree in Accounting from the University of Southern California. |
| |
Elliott Kopstein, CPA, MBA
Director
Contact Elliott
Elliott has twenty years combined experience in financial analysis and management, Wall Street equity research, mergers and acquisitions, corporate strategy, and early-stage business planning and capital financing. As a former senior associate analyst at Deutsche Alex Brown, Elliott covered the telecom technology space which included Lucent, Nortel, Broadcom, Juniper, JDS Uniphase, and others. Elliott has published numerous investment thesis reports on the telecommunications industry and was among only a few industry analysts that accurately predicted the decline in value of wireline equipment companies. He has held various in-house M&A and corporate strategy positions at Pacific Telesis (now AT&T), MFS Communications (former division of Worldcom) and at Precision Response Corporation (former division of Interactive Corporation).
Elliott is a CPA and holds an MBA from the Kellogg School of Management. |
| |
Dr. Gurpreet Ratra, PhD, MBA
Director
Contact Gurpreet
Gurpreet has deep expertise in biotechnology, from both an investment banking perspective and from drug development perspective. As a biotechnology equity analyst, Gurpreet was involved in the analysis and valuation of small and mid-cap companies in several therapeutic areas including HCV, metabolic and autoimmune diseases, cancer, stem cells and diagnostics.
Gurpreet also has several years of experience in preclinical drug development strategies including study design for pharmacologic and toxicologic evaluation, data examination and preparation of reports for FDA submissions. He started his career as a post-doctoral research fellow at UC Berkeley, and has published papers in the fields of drug action and safety. He has also acted as a consultant to the biotechnology and venture capital industries.
Gurpreet has a PhD in pharmacology & toxicology from St. Bartholomew's Medical School, University of London with an expertise in drug-induced mechanisms of hepatic injury, and an MBA from Haas, UC Berkeley, with a focus on finance, technology assessment and venture capital. |
| |
Tim Turley,
CPA, MBA
Director
Contact Tim
Tim is a CPA and business valuation analyst at a Bay Area CPA firm. In this role, he is responsible for providing valuations of private firms engaged in sales and purchases, mergers and acquisitions, buy-sell agreements, and fairness opinions.
Prior to his role as a valuation analyst, Tim worked in various marketing roles in Silicon Valley in the semiconductor and software sectors. At Broadcom, he was a Program Manager for the Wireless Business Group, marketing Wi-Fi product lines to Dell and HP accounts. At GCT Semi, he was Director of Marketing, leading business development efforts in the emerging Bluetooth market. He has also had Senior Product Management roles at ClearOne Communications, Sun, and Fujitsu, leading product development and marketing of audio conferencing, wireless messaging, and networking products respectively.
Tim received a B.A. from the University of Tennessee, M.S.E. from Virginia Polytechnic Institute, M.B.A. from the University of Chicago, and is registered as a CPA in the State of California. |
| |
|
|