Experience

Malibu Capital Coalition Finance
Head of M&A / Corporate Finance
6/2016 - Present
Structured, pitched and closed $10 million growth-oriented private equity investment fund focused on pharmaceutical and consumer products. Performed due diligence, structured equity investment analyses for investment in early stage companies. Authored investment committee memoranda and term sheets. Partnered closely with Portfolio Company senior management teams to review strategic planning, business development and capital restructuring needs.

Nogales Investors Finance
VP
8/2005 - 4/2010
Identified, evaluated, and recommended new investment opportunities for a $245 million growth-oriented private equity investment fund. Performed sophisticated leveraged buyout (LBO) and structured equity investment analyses for senior partners. Authored investment committee memoranda and term sheets. Partnered closely with portfolio company senior management teams to review strategic planning, business development and capital restructuring needs

Lehman Brothers Finance
Analyst
8/2003 - 8/2005
Conducted complex financial analysis and deal modeling for client companies specializing in technology hardware and software. Covered the leading global semiconductor, microchip, and computer processor manufacturers in the world. Heavily involved in strategic merger & acquisition (M&A), capital-raising (debt and equity financing), asset divestiture, and initial public offering (IPO) advisory work. Created detailed management presentations