Functional Skills
Corporate Finance
Investment Banking
Communications
Finance Transformation
Commercial Due Diligence
Leadership Development
Performance Management
Valuation
Certifications
Series 63
Series 7
Series 72
Sector Experience
Aerospace & Defense
Consumer Goods
Financial Services
Media & Entertainment
Technology
Notable Clients
American Energy Partners
ArcLight Capital Partners
One Equity Partners
Snowflake
Big 3 Consulting (MBB)
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
ONEtoONE Corporate Finance
Corporate Strategy & Development
Partner, Strategic Advisory, Growth Capital, Mergers and Acquisitions
3/2025 - Present
• Currently raising seed round capital for two technology manufacturing startups.
• Currently raising Series A round for one radar tech startups
• Currently raising Series A round for one radar tech startups
Element 46 (Tech-focused Accelerator)
Corporate Strategy & Development
Mentor
1/2019 - Present
• Active mentoring and strategic guidance to pre-revenue, pre-seed startups.
Capital One Financial
Corporate Strategy & Development
Director, Mergers and Acquisitions
1/2019 - 4/2024
• Successfully established a new entrepreneurial, lean, fast-paced M&A platform as the second hire on the team.
• Ensured a hands-on approach to executing M&A transactions by establishing strategic rationale, evaluating value creation, reviewing deal presentations, building complex financial and valuation models, managing multiple due diligence workstreams, aligning diverse cross-functional teams as well as by leading deal structuring, documentation and negotiations.
• Closed a wide range of complex M&A transactions including $360 mm acquisition of Empire Petroleum by GPM, $350 mm sale of InfuCareRx to One Equity, Chart Industries' divesture of American Fan for $111 mm to Arcline, $110 mm sale of Lucas Group to Korn Ferry, and the sale of non-core assets for Murphy Oil.
• Ensured a hands-on approach to executing M&A transactions by establishing strategic rationale, evaluating value creation, reviewing deal presentations, building complex financial and valuation models, managing multiple due diligence workstreams, aligning diverse cross-functional teams as well as by leading deal structuring, documentation and negotiations.
• Closed a wide range of complex M&A transactions including $360 mm acquisition of Empire Petroleum by GPM, $350 mm sale of InfuCareRx to One Equity, Chart Industries' divesture of American Fan for $111 mm to Arcline, $110 mm sale of Lucas Group to Korn Ferry, and the sale of non-core assets for Murphy Oil.
RaboBank
Corporate Strategy & Development
Vice President, Investment Banking
3/2011 - 12/2018
• Successfully established a new corporate advisory business as the second hire on the team.
• Key deals include Arlon Group's acquisitions of Wholesome Sweeteners, sale of BarFresh (minority investment) to Unibel, sale of MycoTechnology (minority investment) to Continental Grain, Rabobank's acquisition of Bonduelle's agri-input business.
• Key deals include Arlon Group's acquisitions of Wholesome Sweeteners, sale of BarFresh (minority investment) to Unibel, sale of MycoTechnology (minority investment) to Continental Grain, Rabobank's acquisition of Bonduelle's agri-input business.
Merrill Lynch
Corporate Strategy & Development
Associate, Mergers and Acquisitions
7/2006 - 2/2009
• Delivered consistently high quality, detailed financial and valuation models (IRR, NPV, DCF, LBO, public comparable, precedent transactions, sum-of-the-parts, consensus estimates, accretion/dilution analysis), information and management presentations as well as built and managed extensive data rooms and diligence packages creating measurable impact on multiple high priorities deals.
• Successful closed deals included $2.1 bn cross-border acquisition by Vivendi of Universal Music Publishing, $700 mm sale of Empire Generation Company to ECP and $260 mm sale of TDK Media Business to Imation.
• Successful closed deals included $2.1 bn cross-border acquisition by Vivendi of Universal Music Publishing, $700 mm sale of Empire Generation Company to ECP and $260 mm sale of TDK Media Business to Imation.
UBS
Corporate Strategy & Development
Associate, Investment Banking
6/2004 - 7/2006
• Successful closed deals include capital market transactions for CSX, Rockwell Collins, and American Greetings.
McKinsey & Company
Management Consulting
Analyst, Consulting
11/2001 - 7/2002
Consulting