Functional Skills
Change Management / Org Design
Business Planning
M&A Support
Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Collateral Development
Growth Strategy
Sector Experience
Energy
Healthcare
Media & Entertainment
Real Estate
Technology
Languages
English
Experience
Pagemill Partners
Finance
Investment Banking Associate
10/2017 - Present
I work on technology mergers and acquisitions.
Kindred Healthcare
Corporate Strategy & Development
Corporate Development Manager
7/2016 - 9/2017
In this role I was responsible for building and maintaining the enterprise model that monitors and projects the overall financial health of the company. I was also part of the corporate mergers and acquisitions team where I built financial models for scenario analysis associated with actual or illustrative transactions or business initiatives.
Nomura Securities
Finance
Investment Banking Analyst
7/2015 - 4/2016
I worked in the technology and media sector coverage group at Nomura primarily working with virtual & augmented reality, internet-of-things, enterprise software, and SaaS companies. One notable transaction I worked on was the acquisition of SunEdison Semiconductor in which Nomura served as the buy-side advisor to GlobalWafers on a cross-border acquisition of SunEdison Semi.
Macquarie Capital
Finance
Investment Banking Analyst
4/2014 - 7/2015
In this role I developed financial models, including Mergers Modeling, Discounted Cash Flow, Operating (I/S, B/S, C/F), and IRR Analyses. One notable transaction I worked on was the acquisition of Cleco Power where we served as buy-side advisor on the $5 billion LBO by Macquarie Infrastructure and Real Assets.
SunTrust Robinson Humphrey
Finance
Investment Banking Analyst
6/2012 - 8/2013
Structured and executed high yield and leveraged loan debt financings for LBO, dividend recap, M&A, and refinancing transactions