Functional Skills
M&A Support
Bulge Bracket Investment Banks
Experience
CyndX Advisors
Finance
VP
4/2014 - Present
Independent advisor to smaller growth companies in capital raising and M&A options. Led execution effort on M&A, Capital Raising transactions with direct responsibility for Management and Board review packs, Prospectus / CIM drafting, Due Diligence Process, complex financial modeling including acquisition and financing scenarios, valuation analyses, credit analyses, supporting management teams for investor roadshows
Citibank
Finance
Vice President
9/2008 - 1/2010
Advised C-level and Board-level management on strategic initiatives, acquisitions, divestitures/exits, LBOs, joint ventures, synergy analyses, financing strategies, valuation of assets and deal structures
Deutsche Bank
Finance
Associate - Mergers & Acquisitions
7/2007 - 9/2008
Mergers & Acquisitions
Valuation
Board Presentations
Valuation
Board Presentations
UBS
Finance
Associate
3/2005 - 6/2007
Investment Banking
Financial Modeling
Financial Modeling
Rothschild Inc.
Finance
Analyst
6/1999 - 2/2002
Mergers & Acquisitions