• Senior team member responsible for the development and day to day execution of the company's strategic and corporate development initiatives; additional responsibilities included leading investor relations, oversight of financial planning and analysis and treasury functions, and preparing and presenting materials to the Board of Directors
• Actively worked with executives at both the holding company and subsidiary entities to develop and execute growth initiatives, assess funding requirements, and address personnel, compensation, and other related matters
• Managed relationships with key investors, research analysts, bank lenders and rating agencies
• Led the company's restructuring process, resulting in the disposition of six subsidiaries within a thirteen-month period
• Former Board Member: Landmark Partners, Acadian Asset Management, Barrow Hanley Global Investors, and Investors Counselors of Maryland; Former Board Observer: Thomson Siegal and Walmsley and Campbell Global

• Founding member of a closely held investment management and advisory firm specializing in partnering with investors and assisting in the purchase and sale of businesses and real estate assets; team spun out of HNA Capital International
• Partnered with Paulson & Co. Inc. to Acquire HNA's c. 25% Stake in BrightSphere Investment Group (NYSE: BSIG)
• Worked with Paulson & Co. team to evaluate and execute on the investment opportunity
• Assisted in negotiating share purchase agreement and helped determine the appropriate bid price

• Responsible for sourcing, evaluating and managing investment opportunities in the asset management, financial technology, specialty finance, real estate and hospitality sectors; focused on investments in North America and Western Europe
• Negotiated purchase and sale agreements, reviewed acquisition financing alternatives, coordinated the diligence process with outside advisors, and oversaw model and valuation analysis work performed by junior staff members
• Supported board and senior management of portfolio companies on various strategic initiatives, including acquisitions and divestitures, as well as assisting with Asian expansion strategies

• Advised clients on mergers and acquisitions, debt and equity financings, and other strategic matters
• Select merger transactions: Advised SS&C Technologies on their acquisition of GlobeOp Financial Services, Monex Group on their acquisition of TradeStation, Webster Bank on their acquisition of the Health Savings Account business of JP Morgan, Data Explorers on their sale to Markit, Global Payments on their acquisition of Accelerated Payments, and BB&T Corp on their acquisition of AmRisc LP and simultaneous divestiture of American Coastal Insurance Co.
• Select capital market transactions: Lead or Joint Bookrunner on the initial public offerings of Black Knight Inc., FCB Financial Holdings, On Deck Capital, Ally Financial, and WorldPay Inc (formerly Vantiv). Lead bookrunner on non investment grade term loans, bonds, and credit facilities for Nuveen Asset Management, NFP Corp., and Mercury Payment Systems. Led strategic capital raise for de Novo insurance start-up Somerset Re (a Wei

• Performed quality of earnings analysis in order to assist acquirers in determining the normalized EBITDA of target companies
• Analyzed the quality of on and off-balance sheet assets and liabilities to assist acquirers in developing working capital pegs

• Led the day-to-day management of audit engagements for clients in the financial institution and real estate sectors; provided status updates to managers, partners and clients to ensure critical deadlines weremet