• Co-led development of independent sponsor business with the Loop Capital platform
• Responsible for leading and negotiating transactions, sourcing opportunities and capital partners, overseeing junior associates in developing financial projections
• Created robust pipeline of potential acquisitions, managed multiple diligence and underwriting processes and secured funding from multiple investor groups ranging from traditional Private Equity funds, Debt providers, and family offices

• Redefined end-to-end patient & customer experience to elevate customer centricity, streamline process and profitability for 1,000+ retail optical chain
• Applied consumer research, testing to architect scalable protocols that standardize the way doctors and associates engage and sell to existing and new customer base; supported with associate training and communication
• Led real estate team responsible for most fleet renovation initiatives in two decades

• Developed five-year growth strategy for Pearle Vision to expand franchise footprint from 500 to 1,000 locations. Created an ‘Area Development Rights’ structure that incentivized sale of non-focus markets to multi-unit investors; 35 units sold since program inception

• Supported strategic growth and business improvement opportunities for Retail North America brands, including LensCrafters, Pearle Vision, Target and Sears Optical and Sunglass Hut
• Identified key growth levers and developed strategies to improve conversion of in-store traffic at Sunglass Hut. Led strategy for re-segmentation of stores based on customer traffic demographics and new labor allocation
• Modeled financial implications and supported brand GM during negotiation of a major JV

• Advised and supported the restructuring of a leading Real Estate Broker in Sao Paulo, Brazil, reshaping all aspects of the company including Finance, IT, Marketing, Governance and overall business strategy.
• Developed plan to grow company EBITDA from break-even to US$2.0mm over the next two years.
• Assumed interim management of company during unexpected leave of absence by President.

• Joined social media start-up as Co-CEO/CFO to develop growth plan and raise capital necessary for launch.
• Redesigned company’s business model, go-to-market strategy, financial model and investor presentation.
• Face of 50+ 1:1 presentations to Venture Capital, High Net Worth and Private Equity investors, resulting in a US$ 5.0 MM non-binding offer from G5 Evercore (Sao Paulo based PE fund).

• Responsible for sourcing and underwriting new deals and overseeing portfolio companies, including board representation, with particular focus in Brazil and Latin America.
Representative Investment Experience:
• Negotiated, underwrote and closed US$ 65MM recapitalization of portfolio company
• Planned, negotiated and executed the sale of the largest Real Estate portfolio in Brazil (US$ 1.0B+).

• Led teams of up to six consultants, with end-to-end accountability for project and client management, strategy development & deliverables for clients including JNJ, Nokia, Cadbury Adams, Bunge
- Completed engagements encompassing a wide array of business functions including strategic planning, business development, finance, sales and marketing, supply chain management and organizational design.