• Led end-to-end M&A efforts for First Advantage, from sourcing to execution
• Executed the acquisition of Infinite ID for $41M from initial engagement with financial sponsor to diligence, modelling and closing of all legal documents
• Reviewed over 60 opportunities, leading all aspects of initial assessment and presenting to executive management and financial sponsor (Silver Lake Partners) resulting in +12 indications of interest with a total EV of $800m+
• Coordinated external advisors and cross-functional and multi-region diligence teams

• Developed strategic screens, market scans, and pipeline for potential M&A targets, closing transactions in the wealth management, TPA, and Insurance space
• Coordinated negotiations, business case development and diligence efforts on over 30 M&A opportunities
• Managed end to end process, from initial screening to financial model development, creating complex earnout structures to align incentives, and closing legal documentation
• Led process & cross-functional teams (Legal, Acct., Tax) on divestiture of non-core businesses (+$5bn in Assets)
• Built business case, ran a formal sale process and became internal and external face of project during diligence, negotiations and regulatory approvals, closing a sale exceeding valuation expectations
• Managed day-to-day relationship between Equitable and management of partially owned Wealth Management subsidiary. Led negotiations in capital restructuring to maximize returns through strategic alignment with minority stakeholders
• Creat

• Represented AXA in joint venture with fin-tech firm to develop a new start-up business
• Developed value chain analysis to prioritize initiatives by flagging key strengths and weaknesses by business line
• Managed annual strategic planning process, integrating all business units plans into a single US strategy
• Led budget review exercise to reduce expense and achieve efficiency goals

• Reporting to the CEO, assisted on data driven decision making across the organization
• Built business cases for new projects, evaluating P&L, potential markets, and fit with our growth plans
• Hiscox representative in the creation of a venture fund in micro-insurance sponsored by several industry CEOs that was launched at the Davos forum
• Worked together with head of sales to develop first annual sales plan to deliver +25% top line growth
• Developed strategy to expand appetite in online DTC platform that increased revenues +8%

• Led workflow and built complex financial model for valuation of launch of new prescription drug
• Developed business case and financial model for launch of platform of innovative healthcare products
• Evaluated portfolio strategy for large chemical company addressing market attractiveness and relative positions in each market they participated and quantified potential volume gap to achieve targets

Start-Up media content producer for US Hispanic market, Latin America and Spain June 2006-May 2009 Senior Finance Analyst
• Supported CFO on equity capital raise and let bridge loan structure with main shareholder
• Led largest internal business venture of $5.2M (doubling firm's total revenue), which included negotiating with 10+ companies, finding supplier in China, and meeting ambitious production and pricing objectives
• Built and managed the financial model, created all presentations to the board of directors (PE funds) and as right hand to CFO, served as point person on questions about company's financials
• Managed short-term cash availability and planned long term cash requirements

• Lead analyst of 10 banks and insurance companies generating quarterly reports and presenting to rating committee