Bio

Mr. Novak is an experienced deal-maker and has successfully completed dozens of M&A and capital raise transactions for private and public companies throughout the U.S. and overseas. He has also performed hundreds of other corporate finance assignments including business valuations, fairness opinions and litigation support. Mr. Novak has substantial experience working with companies in the natural resources, basic materials, infrastructure, software, healthcare, business / government services and diversified manufacturing sectors. His ability to create value for companies goes beyond his experience as an investment banker. Mr. Novak began his career as a consultant with PricewaterhouseCoopers, helping his corporate clients navigate significant strategic and equity / debt capital challenges during the dotcom bust. At Charter Communications, a Fortune 500 media and telecommunications company, he led the acquisition and investment activities for their West Coast division ($1 billion in annual revenue). He subsequently joined McGladrey Capital Markets and then Burnham Securities, where he was known for his ability to close even the most challenging deals. Throughout his career he has applied careful, fact-based analysis and used his substantial relationships with venture capital firms, private equity firms and large corporations to help his clients maximize their values. Mr. Novak is a Chartered Financial Analyst and active member of the New York Society of Security Analysts. He is a frequent lecturer and leads seminars on M&A, valuation and due diligence. He holds a bachelor’s degree from the Honors College at the University of Arizona.