Nora brings more than two decades of investment banking experience to advising company owners, founders and other stakeholders on recapitalizations and merger and acquisition (M&A) transactions, with a particular focus on ESOP transactions. She has a breadth of experience in leading the due diligence, valuation and execution of transactions involving private and family-owned businesses. With each client, Nora focuses on developing solutions that integrate their employee ownership, legacy and social impact objectives into their business evolution goals.
Prior to joining SES ESOP Strategies, Nora held senior positions with B. Riley Securities, a middle market brokerage firm where she led public and private market M&A efforts for clients. Earlier in her career, she held roles as a Vice President at Cappello Global, LLC, a CFO consultant and an Associate Director at UBS Investment Bank.
Nora holds FINRA Series 63 and 79 licenses.
- Beverly Hills Chamber of Commerce, Chairman’s Circle
- Association for Corporate Growth
- Harvard Club of Southern California
Education
- The Wharton School, University of Pennsylvania, MBA
- Harvard College, A.B., cum laude
Powerful partnerships. Standout solutions.
Nora brings more than two decades of investment banking experience to advising company owners, founders and other stakeholders on recapitalizations and merger and acquisition (M&A) transactions, with a particular focus on ESOP transactions. She has a breadth of experience in leading the due diligence, valuation and execution of transactions involving private and family-owned businesses. With each client, Nora focuses on developing solutions that integrate their employee ownership, legacy and social impact objectives into their business evolution goals.
Prior to joining SES ESOP Strategies, Nora held senior positions with B. Riley Securities, a middle market brokerage firm where she led public and private market M&A efforts for clients. Earlier in her career, she held roles as a Vice President at Cappello Global, LLC, a CFO consultant and an Associate Director at UBS Investment Bank.
Nora holds FINRA Series 63 and 79 licenses.
Affiliations
- Beverly Hills Chamber of Commerce, Chairman’s Circle
- Association for Corporate Growth
- Harvard Club of Southern California
Education
- The Wharton School, University of Pennsylvania, MBA
- Harvard College, A.B., cum laude