Functional Skills
Operational Due Diligence
Financial Modeling
Private Equity Investing
Commercial Due Diligence
Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Capital IQ
Sector Experience
Financial Services
Industrials
Real Estate
Retail
Travel & Hospitality
Experience
PCM Advisory
Corporate Strategy & Development
Founder, Managing Partner
1/2024 - Present
• Act as an M&A Advisory consultant for seed stage businesses to large private equity backed companies
• Developed 300+ target database and M&A ranking roadmap for AIP-backed portfolio company
• Specialize in market landscape studies, M&A execution, and consulting for consumer and industrial businesses
• Developed 300+ target database and M&A ranking roadmap for AIP-backed portfolio company
• Specialize in market landscape studies, M&A execution, and consulting for consumer and industrial businesses
Rollease Acmeda (ShoreView Industries)
Finance
Director, Strategic Finance and M&A
1/2019 - 1/2023
- Report to CEO and managing partners of ShoreView Industries (sponsor) for responsibilities across M&A, corporate strategy, and special projects for large global manufacturer
- Identified & executed multiple tuck-in acquisitions; led all diligence, wrote investment memo, and managed integration process
- 2022 Sale of Rollease Acmeda to financial sponsor; led large scale M&A process ultimately selling the business to new financial sponsor
- Identified & executed multiple tuck-in acquisitions; led all diligence, wrote investment memo, and managed integration process
- 2022 Sale of Rollease Acmeda to financial sponsor; led large scale M&A process ultimately selling the business to new financial sponsor
Bank of Ireland
Finance
Analyst, Leveraged Finance
1/2017 - 1/2019
• Participated in origination, negotiation, structuring, syndication, and execution of term loan financings, having interacted with and evaluated 75+ companies across 25+ sponsors
• Conducted in-depth due diligence and built LBO models for high yield credit underwriting opportunities focusing on key operating metrics in connection with LBOs, recapitalizations, and refinancings
• Conducted in-depth due diligence and built LBO models for high yield credit underwriting opportunities focusing on key operating metrics in connection with LBOs, recapitalizations, and refinancings
GWI Asset Management
Finance
Hedge Fund Analyst
9/2016 - 12/2016
- Research analyst for Brazilian hedge fund focused on equity investments in the real estate and financial sectors
- Built financial models and created daily and weekly reports to inform portfolio managers decision making process
- Conducted onsite diligence across the greater Sao Paulo region with a focus on opportunities in publicly traded shopping malls
- Built financial models and created daily and weekly reports to inform portfolio managers decision making process
- Conducted onsite diligence across the greater Sao Paulo region with a focus on opportunities in publicly traded shopping malls