• Developing unique, strategic go-to-market plans for small business owners to achieve sustainable organic growth
• Advising on operational and financial plans to maximize cash flow, reduce inefficiencies, and leverage existing resources
• Providing end-to-end buyside and sell-side M&A advisory with valuations ranging from $1.3m to $6m to small business owners
• Selected Project Experience:
• Establishing and managing day-to-day US Operations for a foreign-owned BPO provider, including business development
• Provided business valuation analysis and investment committee decks for a PE-backed short-term rental management company
• Sourcing, diligencing and managing investment portfolio of a $28m transportation and logistics focused private equity fund
● WORK EXPERIENCE

• Co-lead end-to-end due diligence efforts to execute multiple simultaneous buyside M&A transactions from end to end
• Created & managed new Business Development processes supported by software solutions to increase deal flow by 50% year over year
• Evaluated 25 opportunities including a potential sell-side carve out and the closing of two transactions within a 45- day window
• Built financial models, investment committee, and board decks for approvals of transactions
• Assisted with preparation of regulatory filings and disclosure schedules required for M&A transactions
• Partnered with Chief Strategy Officer and VP of M&A to build out U.S. acquisition strategy plan to deploy $1b+ in capital over 2 years
• Selected Transaction Experience:
• Talley Inc., $360m in sales (US, closed) – Managed due diligence across all workstreams & advisors for an acquisition driven by strategic end-market expansion with ~$125m in total synergy potential over 5 years

• Managed and led Business Development activities for Americas M&A Pipeline of 450+ total targets, cradle-to-grave
• Involved in all aspects of transactions including initial due diligence, modeling, and board-level presentations
• Selected Transaction Experience:
• $275m Transaction for Risoul
● Cia S.A. de C.V. (Mexico, closed) – Supported due diligence, valuation, SPA negotiation & post merger integration planning

• Increased M&A pipeline throughput and quality by standardizing the pipeline process
• Created 60+ profiles for M&A targets, inclusive of financial, strategic & integration considerations
• Contributed to Due Diligence, Post-Merger Integration (PMI) Business Models & transaction rationale papers

• Coordinated post-merger integration activities across all workstreams spanning 7 global entities
• Developed numerous integration-related tools in Excel & PowerPoint that improved integration efficiency & collaboration
• Selected Transaction Experience
• Integration of Synovos (USA), Needlers (England), Liscombe (Wales) - Ensured on-time, in-full delivery of $67m in synergies & $6m in CTAs for 3 international deals with total transaction value of $203m