Functional Skills

Business Unit Strategy
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Manufacturing Improvements
Strategic Sourcing
M&A Transaction Readiness
Divestitures
Portfolio Optimization

Sector Experience

Aerospace & Defense
Energy
Financial Services
Industrials
Manufacturing

Languages

English

Experience

Horsetree Glen Capital LLC Corporate Strategy & Development
Founder
8/2020 - Present
Experienced in developing inorganic growth pipelines, joint ventures, divestitures, spin-offs, portfolio strategy (fix/exit/ grow), capital allocation management, as well as activist and takeover defense. Industry expertise covers a wide range of verticals including Metals and Mining, Critical and Rare Earth Elements, Aerospace, Industrials and Industrial Technologies, Energy, Building Products, Paper and Forest Products, and Business Services.

Carrier Corporate Strategy & Development
SVP, Corporate Development
8/2019 - 7/2020
*ELT Member and direct report to CEO
*Responsible for inorganic growth pipeline, divestitures, portfolio assessment, joint venture formation and exits, activist and takeover defense strategy
*Regular interaction with Board of Directors on strategic projects
*Principal point of contact for investment banking firms, industry participants, private equity investors

Alcoa (renamed Arconic) Corporate Strategy & Development
VP, Head of Corporate Development
3/2009 - 8/2019
*Lead negotiator on corporate transactions: $5+ billion acquisitions, $2+ billion divestitures, and led strategic analysis and implemented decision to spin-off Alcoa Corp., which formed Arconic Inc. ($12 billion revenues)
*Restructured world's largest bauxite mining and refining joint venture
*Received employee engagement score of 99%, 100% for trust in leadership
*Significant cross border transactional experience (Brazil, China, Russia, Canada, Latin America, Australia, Western Europe)

Lazard Ltd Other
VP
12/2002 - 3/2007
*Client coverage focused on large cap industrial companies, state-owned enterprises in China and Middle East, global mining companies, diversified industrials, and building products