Functional Skills

Data Modeling
Data Visualization / Reports
Go-to-market Strategy
M&A Support
M&A Transaction Readiness
Market Intelligence
Strategy Development
Growth Strategy
Post-Merger Integration
Business Development
Content Marketing
Customer Relationship Management
Financial Modeling
Good Manufacturing Practice (GMP)
Investment Banking

Software Skills

Adobe InDesign
HTML
Hubspot
Microsoft Office
Salesforce
Sharepoint
Adobe Illustrator
Adobe Photoshop
Capital IQ

Sector Experience

Aerospace & Defense
Business Services
Energy
Industrials
Manufacturing

Languages

German
Spanish
English

Notable Clients

SPX Corporation

Experience

Pursant Corporate Strategy & Development
Managing Director
5/2023 - Present
Lead the Pursant buyside practice, delivering $2MM+ in project value with a team of 4 professionals. Managed CIM development and sales process on sellside engagements, and conducted market intelligence studies to support valuation, CIM development, and due diligence. Developed Sales Management Process and implemented Hubspot CRM.
Alliance Laundry Systems Corporate Strategy & Development
VP of M&A and Corporate Development
6/2022 - 4/2023
Developed, implemented, and managed full-cycle M&A processes, built a global fact base to quantify market potential, and guided the organization through the development of a corporate strategy.
Halma plc Corporate Strategy & Development
Senior Manager M&A
1/2022 - 6/2022
Conducted market research to define focus landscape and facilitate business development, managed the commercial due diligence process for safety sector M&A, and trained Halma Future Leaders on M&A market research best practices.
AMark Consulting Management Consulting
Partner
3/2012 - 1/2022
Managed and directed Market Intelligence practice; served as project lead and primary point of contact for all market intelligence engagements. Equity partner, delivering $1MM+ in project value with a team of 3 professionals.
The Persimmon Group Management Consulting
Associate Consultant
6/2010 - 3/2012
Associate business consultant specializing in the development of domestic and international sales and marketing strategies with significant experience in the energy, aerospace, construction, and manufacturing industries.