Sector Experience
Financial Services
Retail
Technology
Bulge Bracket Investment Banks
Experience
Trail Post Ventures
Finance
Co-Founder
3/2017 - Present
Co-founder of Trail Post Ventures. Sourced, executed, and managed multiple, early stage deals in the consumer space, specifically: food, beverage, apparel, and multi-unit restaurants.
Piper Jaffray
Finance
Associate
5/2016 - 3/2017
Investment banking associate in the consumer team at Piper Jaffray. Executed multiple m&a and private capital raise transactions for companies in the food/beverage, restaurant, and beauty space.
Small Holding Investments
Finance
Entrepreneur In Residence
5/2015 - 8/2015
Advised and invested in, small, consumer companies in need of capital and/or operational expertise
Reposado Partners
Operations
Investing Partner
8/2013 - 7/2014
Invested in and managed a $3MM restaurant with over 50 employees
THL Credit
Finance
Associate
8/2012 - 8/2013
Member of specialized high yield debt team responsible for $2.8B under assets with the ability to invest across the capital structure
Credit Suisse
Finance
Analyst
3/2011 - 8/2012
Drafted transaction offering materials and designed complex financial models to evaluate various financing scenarios.
North Point Advisors
Finance
Analyst
2/2009 - 2/2011
Performed several valuation analyses including leveraged buyout, discounted cash flow, and accretion/dilution analyses.