Functional Skills
Investment Banking
Strategy Development
Competitive Landscaping
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Corporate Finance
M&A Support
M&A Deal Sourcing
M&A Transaction Readiness
Acquisition Target Identification
Sales Strategy
Strategic Planning
Growth Strategy
Venture Capital Investing
Software Skills
Microsoft Excel
Microsoft PowerPoint
SQL
Quickbooks
Netsuite
Certifications
Series 63
Series 79
Sector Experience
Consumer Goods
Financial Services
Manufacturing
Retail
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Wood Capital Advisors
Finance
Consultant
6/2023 - Present
Independent consultant to start-ups and small businesses
J.P. Morgan
Finance
Investment Banking Associate – Technology
12/2021 - 3/2023
• Select transaction experience:
• Meta Platforms, Inc. – $53mm sale of Giphy, Inc. to Shutterstock Inc.
• Cybereason Inc. – Dual track debt offering / sell-side
• Wolfspeed Inc. – Sell-side carveout
• BrightEdge Technologies, Inc. – Sell-side
• Expedia, Inc. – Debt offering
• Meta Platforms, Inc. – $53mm sale of Giphy, Inc. to Shutterstock Inc.
• Cybereason Inc. – Dual track debt offering / sell-side
• Wolfspeed Inc. – Sell-side carveout
• BrightEdge Technologies, Inc. – Sell-side
• Expedia, Inc. – Debt offering
Citigroup
Finance
Investment Banking Associate – Internet
6/2021 - 12/2021
• Select transaction experience:
• Sony Pictures Entertainment – $1bn sale of GSN Games to Scopely, Inc.
• Skillz Inc. – $300mm debut debt offering
• Sony Pictures Entertainment – $1bn sale of GSN Games to Scopely, Inc.
• Skillz Inc. – $300mm debut debt offering
Cowen Group
Finance
Investment Banking Associate
7/2019 - 5/2021
• Select transaction experience:
• Techstyles LLC – $20mm Sale to Charles Products, Inc. (A Kian Capital portfolio company)
• Commonwealth Psychology Associates – Sale to LifeStance Health, Inc. (A TPG portfolio company)
• Authentix, Inc. – Acquisition of the Traceless Assets of Bibliotheca, Inc.
• Ren's Pets Ltd. – $125mm Sale to the Legault Group
• X-Chair (Future Seating LLC) – $65mm Sale to Exemplis LLC
• Wall Street Prep – Sale to Eden Capital and Main Street Capital
• Techstyles LLC – $20mm Sale to Charles Products, Inc. (A Kian Capital portfolio company)
• Commonwealth Psychology Associates – Sale to LifeStance Health, Inc. (A TPG portfolio company)
• Authentix, Inc. – Acquisition of the Traceless Assets of Bibliotheca, Inc.
• Ren's Pets Ltd. – $125mm Sale to the Legault Group
• X-Chair (Future Seating LLC) – $65mm Sale to Exemplis LLC
• Wall Street Prep – Sale to Eden Capital and Main Street Capital
Sandler O'Neill + Partners L.P.
Finance
Investment Banking Analyst
4/2017 - 6/2019
• Select transaction Experience:
• Puget Sound Bancorp – $126mm Sale to Heritage Financial Corporation
• East West Bancorp – Sale of $500mm+ deposits and 8 branch Locations of Desert Community Bank
• Crestmark Bancorp – $321mm Sale to Meta Financial Group
• First Western Financial, Inc. – $43mm IPO
• Presidio Bank – $200mm Sale to Heritage Commerce Corp.
• Puget Sound Bancorp – $126mm Sale to Heritage Financial Corporation
• East West Bancorp – Sale of $500mm+ deposits and 8 branch Locations of Desert Community Bank
• Crestmark Bancorp – $321mm Sale to Meta Financial Group
• First Western Financial, Inc. – $43mm IPO
• Presidio Bank – $200mm Sale to Heritage Commerce Corp.