Sector Experience

Aerospace & Defense
Financial Services
Technology

Languages

English
Spanish
Bulge Bracket Investment Banks

Experience

CJL Holdings Corporate Strategy & Development
Owner & Independent Consultant
1/2018 - Present
Advise company executives and private equity firms in identifying and implementing value creation activities that improve corporate profitability, internal efficiency, and customer engagement.

Sample engagements include FP&A, mergers and acquisitions, financial modeling, due diligence, valuation, project management, executive presentations, strategy, management consulting, integration, corporate development, industry/competitor research

Topgolf Corporate Strategy & Development
Senior Finance Professional
1/2016 - 1/2018
Providence Equity Partners portfolio company in consumer entertainment.

• Managed the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
• Developed financial models and analysis to support strategic initiatives.
• Developed and deployed a new labor staffing matrix that is used across all locations.
• Recommended and approved various sales and marketing initiatives.
• Prepared presentations to the board of directors and senior management team.
Quadrillion Partners Finance
Managing Director
1/2013 - 1/2016
• Led the origination, due diligence, and structuring of control private equity investments in the industrial, automotive and transportation, aerospace and defense, business and consumer services, and technology industries.
Selected and attempted transactions include:
• Owner-operator transition of a $60 million automotive aftermarket distributor.
• Acquisition of an $80 million family-owned, global provider of integrated security solutions.
Highland Capital Management Finance
Director
1/2010 - 1/2013
• Identified and evaluated equity and credit investment opportunities, performed due diligence, and worked with management teams to implement strategic initiatives.
Selected transactions include:
• $4 billion turnaround of a global producer and distributor of films and television content.
• Strategic M&A and divestiture opportunities for a $225 million oxygen medical equipment supplier.
• M&A for hospital chain
• Restructuring of restaurant chain
H.I.G. Capital Finance
Vice President
1/2008 - 1/2010
• Originated, evaluated, and closed equity and debt transactions in the business services, transportation, consumer products, and transaction processing industries.
• Section 363 stalking-horse bid for a $230 million asset-heavy trucking and transportation company.
• Restructuring of a manufacturer and distributor of lighting fixtures and ceiling fans.
Great Hill Partners Finance
Associate
1/2004 - 1/2006
• Sourced, evaluated, and executed transactions in the business services, media, communications, and education sectors.
• Developed models to forecast cash flow, analyze capital structures, and determine valuation and equity returns.
• Supported senior management of portfolio companies in budgeting, strategic planning, financing, and M&A execution.
UBS Finance
Investment Banking Analyst
1/2002 - 1/2004
• Advised telecom, media, and technology clients in financings, acquisitions, mergers, and restructurings.
• Built complex financial, valuation, and capital structure models.
• Prepared and presented transaction opportunities to senior internal committees.
• Completed $2 billion in financial restructuring transactions.
• Closed $1 billion in high yield debt offerings.
Credit Suisse Finance
Investment Banking Analyst
5/2001 - 1/2002
• Performed financial analysis, conducted industry research, managed project teams, and executed transactions for industrial and services clients.
• Completed a $150 million senior secured debt private placement.