The face of MyEstateAngel
Ardi Shita
Managing Director, Oberon Securities. Co-founder and Chairman, Eagle Capital. New York.
Ardi has spent 17 years in cross-border M&A and structured finance, working on more than 40 transactions worth over 3 billion dollars across financial services, energy, technology and real assets.
He advises founders, businesses and financial sponsors on mergers and acquisitions, capital raising and complex reorganizations. He has chaired credit risk and supervisory committees at regulated financial institutions, and has advised the US Government, the World Bank Group, the IFC and the EBRD on financial sector reform and capital markets development.
Background
- MBA, NYU Stern School of Business. Verify at NYU with credential ID 26EKI5VZAJAA
- LL.M. in Mergers & Acquisitions, University of Graz
- Commercial law reform for the US Government: creditor rights and insolvency frameworks aligned with EU norms
- Corporate governance advisory to the World Bank Group, including amendments to company law
- Secretary General, Alternative Dispute Resolution Center, American Chamber of Commerce in Kosovo, recognized by USAID
- Managing Director, Oberon Securities, New York
- Co-founder and Chairman of the Board, Eagle Capital
- Board and committee roles in credit risk and supervisory oversight at regulated financial institutions
Published work
Deals, and the law behind them
Estate planning and mergers solve the same problem: moving assets from one owner to another without breaking anything along the way.
Ardi has worked both sides of that problem. He holds an LL.M. in Mergers and Acquisitions, built and ran a commercial arbitration and mediation center that USAID recognized him for, and advised the US Government and the World Bank Group on creditor rights, insolvency and company law. Then he spent 17 years and more than 40 transactions applying those rules to real money.
A trust moves property under a document. So does a purchase agreement. Both fail in the same places. An asset nobody valued properly. A title that was never actually transferred. A clause that means something other than what the person signing it assumed.
He writes here about what each document does, what it costs, and what has to happen for it to be valid.