Sector Experience

Retail
Financial Services
Technology
8
minutes

Avg Response Time

14
years

Years of Experience

11/18

Member Since

Bulge Bracket Investment Banks

Experience

 
Trail Post Ventures Finance
Co-Founder
03/2017 - 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
05/2016 - 03/2017
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
05/2015 - 08/2015
Advised and invested in, small, consumer companies in need of capital and/or operational expertise
Reposado Partners Operations
Investing Partner
08/2013 - 07/2014
Invested in and managed a $3MM restaurant with over 50 employees
THL Credit Finance
Associate
08/2012 - 08/2013
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
03/2011 - 08/2012
Drafted transaction offering materials and designed complex financial models to evaluate various financing scenarios.
North Point Advisors Finance
Analyst
02/2009 - 02/2011
Performed several valuation analyses including leveraged buyout, discounted cash flow, and accretion/dilution analyses.