Functional Skills

Market Penetration
Crisis Management
Talent Acquisition
Market Intelligence
Customer Relationship Management
Cybersecurity
Corporate Finance
Budgeting
Market Research
Incident Response
Wealth Management
Compensation Design
Artificial Intelligence
Investment Banking
M&A Support

Software Skills

Asana
Salesforce
Cloud computing

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Technology

Experience

CyberNova Equity Partners Start-Up
Founder & Managing Partner
4/2023 - Present
CyberNova Equity Partners is a is a private investment firm specializing in the consolidation of Managed Service Providers (MSPs) and Managed Security Service Providers (MSSPs), targeting high-growth companies in the technology sector. The firm's strategy centers on value creation through operational enhancements, scalability, and strategic roll ups, with a focus on light integration and autonomy for acquired entities.
● Founder & Managing Partner (Feb 2023 to Present): Established CyberNova to focus on Managed Service Providers (MSPs) and Managed Security Service Providers (MSSPs), with a particular emphasis on cybersecurity solutions, including ransomware protection and incident response.
• Deal Execution: Sourced and negotiated 8 executed and 6 pending (verbal agreement reached) LOIs collectively representing $24.2mm in EBITDA through effectively selling MSP founders on the unique aspects of the CyberNova model, the operational benefits of CyberNova's hybrid centralized/decentrali

Airiam Corporate Strategy & Development
Founder, President & Executive Director
6/2021 - 8/2023
Airiam is a managed IT and cybersecurity services provider focusing on small and mid-sized enterprises (SMEs). The company delivers comprehensive cybersecurity solutions, including managed IT services, cyber resilience strategies, and incident response capabilities to mitigate threats like ransomware.
● Founder, President & Executive Director Board Member: Led Airiam through a rapid growth phase, positioning the company as a leader in SME-focused cybersecurity. Drove revenue growth, improved operational efficiency, and maximized the positioning of investor returns while serving as a key contributor at the board level.
• Value Creation: Grew total enterprise value (TEV) 6x by executing a focused acquisition strategy and implementing operational improvements, presenting the potential to conservatively generate a 3.8x cash on-cash returns and a 43% IRR for investors.
• Digital Transformation Acquisition: Sourced, negotiated, and participated in leading a digital transformation subsidi

Polemic Capital Partners Finance
Founder & Managing
10/2020 - 6/2021
Polemic Capital Partners was an independent sponsor focused on consolidating MSPs with an emphasis on cybersecurity-driven growth strategies. The firm targets MSPs providing cybersecurity services, including Incident Response, Managed Detection and Response (MDR), and Extended Detection and Response (XDR).
● Founder & Managing Partner: Founded Polemic Capital Partners to capitalize on the fragmentation of the MSP market, driving value creation through consolidation and cybersecurity specialization. Spearheaded all M&A activity and financing, overseeing the identification, acquisition, and integration of targets.
● • Raised over $20M in capital by building strategic relationships with investors and presenting a detailed acquisition and roll-up strategy tailored to cybersecurity-focused MSPs, which enhanced investor confidence.
• Built out deal flow pipelines and executed multiple LOIs, targeting MSPs with complementary service offerings and cybersecurity capabilities.
• Developed an

CLOUD X PARTNERS (F/K/A ELM EQUITY PARTNERS) Corporate Strategy & Development
Chief Executive Officer
10/2013 - 12/2019
Elm Equity Partners was renamed Cloud
● Partners following 2 acquisitions; holding company for 2 subsidiaries in cloud computing market: InsynQ offering cloud-hosted virtual desktops (Desktop-as-a-Service) with strong footprint in finance and accounting segments, and CloudRunner offering Cloud Identity and Access Management via Okta partnership.
● CEO Board Member: Defined strategy to drive growth goals and generate outsized returns for new institutional investor base for 20-year-old organization after $10M PE investment. Primary contributor at the board level. Delivered presentations updating non-executive Board of Directors on the progress of InsynQ and CloudRunner.
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● • Grew total enterprise value (TEV) 6x by overhauling the leadership team using Topgrading hiring methodologies and aligning talent management with the company's growth objectives through Predictive Index assessments.
• Attracted executives from Intuit, Ancestry.com, Amazon, Microsoft, and Oracle, as well a

Elm Equity Partners Start-Up
Co-Founder
10/2013 - 12/2015
Elm Equity Partners (EEP) is a New York-based private investment firm that seeks to make controlling acquisitions and
provide operational leadership to companies with $5 to $50 million of revenue.
● Co-Founder Managing Partner: Established special-purpose PE fund geared towards acquiring single primary platform business. Prepared formal private placement memorandum (PPM) and executed road show to successfully raise $525K in capital, meeting with PE funds, family offices, and high- and ultra-high-net worth investors. Selected tech stack. Recruited, employed, and trained 20 analysts to narrow down search to 10 target markets offering 20+ sufficient acquisition targets with $5-$50M in revenue, source acquisition targets, and subsequently evaluate target acquisitions that gained traction.
• Raised capital from 20+ investors with $4B+ in collective investable capital. Deployed seed capital to source acquisition targets, and fund 24-month search. Successfully closed 2 affiliated acquisit

Tradeweb Markets Product Management / Strategy
COO & CFO
6/2008 - 10/2013
FinTech company providing liquidity in fixed income markets to financial advisors and retail investors.
● COO & CFO, TW Direct (Jun 2011 to Oct 2013): Articulated strategic direction and guided daily operations. Scope also encompassed managing finance, evaluating competitive landscape, spearheading enterprise sales efforts, and launching new, strategic initiatives. Oversaw all M&A activities.
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● • Turned Tradeweb Direct around, which had been burning $4M in cash annually, and ranked last among 4 competitors in niche market of electronic bond trading in retail investment community.
• Skyrocketed revenue from $10M to $82M by overhauling the sales strategy, leading targeted acquisitions, and optimizing operational processes to support scalable growth.
• Reversed EBITDA from negative to ~$20M+ through multiple major successes associated with large enterprise sales (e.g., attracting Wells Fargo to the platform), further monetizing existing customers (e.g., through a small acquisi

Tradeweb Markets Finance
Global Head of Financial Planning & Analysis
5/2010 - 6/2010
with existing CFO's performance. Recruited to support the global CFO for a global Fintech company with $450M in revenue, 550+ employees located in New York, London, and Tokyo that was backed by Thomson Reuters and a consortium of bulge bracket investment banks led by Goldman Sachs.
• Closely interacted with executives from Tradeweb's Board of Directors (and shareholder base) including senior executives from Goldman Sachs, JP Morgan, Morgan Stanley, Credit Suisse, UBS, BAML, Barclays, and Thompson Reuters among others.
• Oversaw all compensation structures and liaised between the CEO and President, and the Heads of each respective geography (North America, Europe, and Asia) and lines of business (Tradeweb Institutional, Dealerweb, Tradeweb Retail, JJ Kenny, Hilliar Farber, Rafferty Capital Markets, and Tradeweb Market Data).
• Dramatically improved global FP&A function, leading a growing team in New York and London, and effectively assumed the role of interim CFO during the transitio

Tradeweb Markets Corporate Strategy & Development
Vice President, Strategy & Corporate Development
6/2008 - 4/2010
c-suite in articulating growth strategy, by leading build vs. buy analysis, identifying and executing M&A transactions, as well as driving organic growth initiatives. Advanced to this role as Tradeweb Markets' explosive revenue growth from disrupting and transforming "dealer-to-customer" (rates) bond market started to flatten.
• Launched new inter-dealer brokerage platform, Dealerweb, initially by leading $65M acquisition of Hilliard Farber; quickly grew revenue by ~23% through efficiencies associated with software developed organically to electronify the workflows of acquired inter-dealer traders, representing ~11% market share (from 0%).
• Directed $1.4B restructuring to better align interests of investors and simplify ownership structure.
• Steered asset sale of Tradeweb Equities to Thomson Reuters for $85M.
• Generated $100M+, representing ~$320M in additional enterprise value, by accelerating expansion into inter-dealer broker (IDB) market through acquisitions 2 acquisitions a

NATIONAL FINANCIAL PARTNERS, NFP Finance
AVP, Mergers & Acquisitions
8/2005 - 5/2008
Corporate roll-up of companies with $1M to $10M EBITDA in insurance brokerage and wealth management space.
● AVP, Mergers & Acquisitions: Promoted to this role to support senior members of the M&A group and dedicated inhouse M&A legal team as well as Executive and Investment Committees in all facets of company's consolidation strategy through acquisitions of lower middle-market independent Financial Services Firms.
• Directly contribute to closing 22 acquisitions, generating $1.1B incremental enterprise value, and adding ~$110M in EBITDA. M&A activity proved crucial to company's consolidation strategy through acquisitions of lower middle-market independent financial services firms.
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● • Sourced, drafted term sheets, structured transactions, negotiated terms, performed all financial, business / operating, and niche market diligence analysis, drafted deal memos and presented them to the Investment Committee. Traveled frequently all over the country to meet with and perform onsi