Functional Skills

M&A Support
Finance Transformation
Future State Organizational Design
Growth Strategy
Post-Merger Integration
Process Improvements
Strategic Planning
Valuation
Financial Management

Sector Experience

Financial Services

Experience

Ole Mexican Foods Finance
CFO
9/2020 - Present
CFO of a family-backed food manufacturer, with plans to buildout an inorganic growth strategy.

Monroe Capital Finance
Vice President - Equity Group
1/2019 - 9/2020
Founding Member (4-person team) of equity investing platform within $10BN credit asset manager.

Z Capital Partners Finance
Senior Associate / VP
1/2016 - 1/2019
Mid-level professional at middle-market fund in Chicago to focused in a hybrid role between the investment and growth platforms (role largely focused on diligence for add-ons).

Grand Crossing Capital Finance
Senior Associate
10/2014 - 6/2016
Senior Associate at lower middle market, consumer-focused private equity firm.

SunTrust Robinson Humphrey Finance
Associate
5/2008 - 6/2012
I primarily covered the media and communications sector (also some exposure to industrials and sports & entertainment). I had the opportunity to be involved in all aspects of the transaction process and work on a wide variety of M&A, private equity, and recapitalization transactions. From negotiating legal documents to financial structuring and underwriting, I worked on over 30 M&A and private equity deals within the Internet infrastructure, cable and satellite, and digital media space.