• Founded entrepreneurial private equity firm to acquire, operate, and build founder and family-owned businesses
• Successfully negotiated and executed LOI's, led comprehensive diligence processes, and arranged capital to acquire three businesses with over $20M in aggregate enterprise value
• Sourced and evaluated over 500 acquisition targets via proprietary and intermediary sourcing channels
• Built and maintained relationships with broad network of intermediaries, investors, operators, family offices, and bank and mezzanine lenders; also managed 10 interns and nine-member advisory group of executives and investors Selected

Transaction Experience
• Acquisition of Government Services Contractor for $9.4M TEV at 4.5x EBITDA (Terminated Mar-24)
• Acquisition of Apartment Turnover Services co. for $7.1M TEV at 3.6x EBITDA (Terminated Oct-23)
• Acquisition of Foodservice Equipment Maintenance co. for $4.3M TEV at 5.1x EBITDA (Terminated May-23)

• Industrials sector investment analyst for long/short equity hedge fund with $1.5B Gross AUM
• Primary coverage of A&D, Machinery, Transportation, Bldg. Products & Materials, and Multi-Industry companies
• Responsible for all aspects of investment process, including sourcing, research, and portfolio risk management
• Focused on rigorous bottoms-up fundamental business and financial analysis, active dialogue with management, deep industry analyses, and identifying catalysts to unlock value

• Generalist investment analyst with focus on deep value and special situations public investments
• Performed proprietary first-hand research and analysis with emphasis on identifying margin of safety, intrinsic value, sustainable competitive advantages, unit economics, growth potential, and barriers to entry
• Reported directly to CIO & Portfolio Manager with investment recommendations, idea generation, and analysis

• Worked directly for the President of Leucadia to execute private equity acquisitions and public investments, including strategic acquisitions and initiatives for Jefferies, and assist with portfolio company management
• Built operating and financial models for acquisitions, plus led preparation of board-level investment materials

• Ranked as top-tier Analyst in both 1st and 2nd years in investment banking
• Worked on public and private buy-side and sell-side M&A transactions, fairness opinions, defense tactics, reverse mergers, and strategic alternatives