Lead execution and strategic advisory across M&A, IPOs, and debt financings for high-growth and public technology companies. Partner with founders, CFOs, and sponsors to develop capital markets strategies, valuation narratives, and investor positioning for transformative transactions.
• Advise executive teams on valuation strategy, investor readiness, and optimal timing across M&A, equity, and debt transactions
• Repeatedly tapped for inflection-point mandates—where strategy, capital, and story converge
• Collaborate with internal product teams and client stakeholders to deliver differentiated insights and drive repeat engagement
Select Transactions:
• BuzzFeed – Complex Networks Sale – Ran $100M+ strategic divestiture from bake-off to close; led CIM development, valuation framing, and buyer outreach across multiple parties
• BuzzFeed – First We Feast Divestiture – Led full sell-side process for $80M+ branded content asset; developed positioning strategy, crafted management's tal

Promoted early to Vice President following standout performance on high-impact IPO, M&A, and debt mandates. Built a reputation for driving valuation-critical workstreams, leading cross-border processes, and guiding clients through narrative-driven capital events. Selected for the firm's global Accelerated Leadership Program and appointed Staffer and CDO for the Tech group—entrusted with shaping team structure, recruiting top talent, and elevating execution standards.
• Led multi-product mandates across IPOs, M&A, and leveraged financings—owning valuation framing, modeling, and investor positioning under compressed timelines
• Advised on dual-track and sponsor-backed processes, including fairness opinions, S-1 drafting, narrative strategy, and activist defense across sponsor-led and cross-border IPOs and M&A
• Developed strategic materials and talk tracks for C-level clients navigating exits, IPO readiness, and private capital raises in volatile market environments
● Select Transact

Led audit engagements for global and domestic financial institutions, including hedge funds, asset managers, and alternative lenders. Developed risk-based audit plans, managed cross-functional teams, and delivered insights to executives and C-suite level stakeholders under evolving regulatory environments.
• Managed full-cycle audits for SEC registrants and private institutions—led client communication, issue resolution, and timely filing of financial statements
• Assessed internal controls and risk exposure across complex balance sheet and revenue structures; coordinated with internal audit and legal functions
• Promoted to Audit Manager and led teams of up to five staff; coached junior talent and improved engagement efficiency across client portfolio